Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,204,893
-$102,809 QoQ
Shares Held
56,563
-4.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#532
of 1,827 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Derivatives in WMB
reported options exposure · as of Jun 30, 2026CallValue
$74,340
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $98,491,013 across 19 Oil & Gas Midstream names. WMB ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
150,826 | $36,048,922 | |
| 2 | OKE |
Oneok Inc /New/
|
213,266 | $18,541,346 | |
| 3 | MPLX |
Mplx LP
|
203,936 | $11,487,714 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
330,455 | $10,564,646 | |
| 5 | ENB |
Enbridge Inc
|
95,086 | $5,154,612 | |
| 6 | WMB |
Williams Companies, Inc.
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|
56,563 | $4,204,893 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
66,928 | $2,460,273 | |
| 8 | TRGP |
Targa Resources Corp.
|
8,843 | $2,371,162 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,340 | 1,000 | Call | Sole | 2026-07-17 | |
| 2026-06-30 | $4,204,893 | 56,563 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,307,702 | 59,188 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $72,780 | 1,000 | Call | Sole | 2026-04-30 | |
| 2025-12-31 | $3,339,170 | 55,551 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $120,220 | 2,000 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $2,993,224 | 47,249 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,816,086 | 44,835 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,495,876 | 41,765 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,213,020 | 40,891 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,664,353 | 36,459 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,028,627 | 24,203 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $858,275 | 22,024 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $931,040 | 26,731 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $542,813 | 16,112 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $531,020 | 16,274 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $454,319 | 15,215 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $503,863 | 15,315 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $298,024 | 9,549 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $318,664 | 9,538 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||