Position in WMB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,077,112
+$15,689 QoQ
Shares Held
14,489
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#854
of 1,824 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $11,539,630 across 9 Oil & Gas Midstream names. WMB ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
43,494 | $2,357,809 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
58,898 | $2,165,090 | |
| 3 | ET |
Energy Transfer LP
|
98,868 | $1,890,356 | |
| 4 | OKE |
Oneok Inc /New/
|
17,363 | $1,509,539 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
14,489 | $1,077,112 | |
| 6 | MPLX |
Mplx LP
|
12,251 | $690,098 | |
| 7 | TRGP |
Targa Resources Corp.
|
2,530 | $678,394 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
2,618 | $625,728 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,112 | 14,489 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,061,423 | 14,584 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,006,421 | 16,743 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,156,897 | 18,262 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,166,067 | 18,565 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,822,763 | 47,235 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $786,184 | 17,222 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $791,775 | 18,630 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $791,870 | 20,320 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $692,559 | 19,884 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $704,895 | 20,923 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $746,150 | 22,867 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $673,402 | 22,552 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $733,176 | 22,285 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $591,782 | 20,670 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $605,973 | 19,416 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $669,335 | 20,034 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $457,809 | 17,581 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $416,622 | 16,061 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $372,443 | 14,028 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $340,283 | 14,364 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $302,333 | 15,079 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $331,534 | 16,872 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $384,945 | 20,239 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $268,425 | 18,970 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||