Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,815,337
+$172,273 QoQ
Shares Held
91,678
+0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#453
of 1,824 holders
Holding Since
Mar 2020
23 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, 2026Merit Financial Group, LLC holds $28,232,108 across 18 Oil & Gas Midstream names. WMB ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
91,678 | $6,815,337 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
150,528 | $4,812,375 | |
| 3 | OKE |
Oneok Inc /New/
|
25,826 | $2,245,307 | |
| 4 | ENB |
Enbridge Inc
|
38,813 | $2,104,051 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
8,740 | $2,088,945 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
54,906 | $2,018,344 | |
| 7 | ET |
Energy Transfer LP
|
102,065 | $1,951,482 | |
| 8 | DTM |
DT Midstream, Inc.
|
12,798 | $1,877,974 |
All Filings in WMB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,815,337 | 91,678 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $6,643,064 | 91,276 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $5,457,143 | 90,786 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $5,756,738 | 90,872 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $6,665,020 | 106,114 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,197,267 | 86,969 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,524,919 | 83,609 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,409,187 | 74,681 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,605,445 | 84,834 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,325,193 | 85,327 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,952,121 | 84,758 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,696,008 | 80,024 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,665,773 | 81,697 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,261,447 | 75,735 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,450,490 | 74,483 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,160,431 | 40,532 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,043,319 | 33,429 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $997,422 | 29,854 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $770,757 | 29,599 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $758,667 | 29,247 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $645,934 | 24,329 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $562,116 | 23,728 | Shares | Sole | 2021-05-18 | |
| 2020-03-31 | $287,612 | 20,326 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||