Waldron Private Wealth LLC

Position in WMB — Williams Companies, Inc.

CIK 1598180 BRIDGEVILLE, PA

Position in WMB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$284,870

-$34,415 QoQ

Shares Held

3,832

-12.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,343

of 1,827 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Waldron Private Wealth LLC holds $3,792,180 across 5 Oil & Gas Midstream names. WMB ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	9,650	$2,587,551
2	EPD	Enterprise Products Partners L.P.	11,153	$409,984
3	WMB	Williams Companies, Inc. This page	3,832	$284,870
4	STNG	Scorpio Tankers Inc.	4,076	$282,303
5	INSW	International Seaways, Inc.	2,970	$227,472

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,870	3,832	-12.7%	Shares	Sole	2026-07-20
2026-03-31	$319,285	4,387	-16.1%	Shares	Sole	2026-04-10
2025-12-31	$314,255	5,228	+0.4%	Shares	Sole	2026-01-14
2025-09-30	$329,863	5,207	0.0%	Shares	Sole	2025-10-30
2025-06-30	$327,051	5,207	0.0%	Shares	Sole	2025-07-31
2025-03-31	$311,170	5,207	-47.5%	Shares	Sole	2025-05-08
2024-12-31	$536,977	9,922	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$452,344	9,909	+34.6%	Shares	Sole	2024-10-21
2024-06-30	$312,800	7,360	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$285,922	7,337	-13.3%	Shares	Sole	2024-05-09
2023-12-31	$294,870	8,466	-7.2%	Shares	Sole	2024-08-29
2023-09-30	$307,454	9,126	+5.0%	Shares	Sole	2024-08-29
2023-06-30	$283,685	8,694	-8.8%	Shares	Sole	2024-08-29
2023-03-31	$284,595	9,531	+25.4%	Shares	Sole	2024-08-29
2022-12-31	$217	7,600	0.0%	Shares	Sole	2023-02-08
2022-09-30	$217,588	7,600	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$233,794	7,491	+1.2%	Shares	Sole	2022-08-03
2022-03-31	$247,234	7,400	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.