Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,819,514
-$271,667 QoQ
Shares Held
51,379
-8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#559
of 1,827 holders
Holding Since
Mar 2020
26 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, 2026Capital Analysts, LLC holds $24,113,193 across 14 Oil & Gas Midstream names. WMB ranks #4 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
235,498 | $4,502,720 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
121,380 | $4,461,928 | |
| 3 | OKE |
Oneok Inc /New/
|
47,339 | $4,115,651 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
51,379 | $3,819,514 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
115,362 | $3,688,123 | |
| 6 | SBR |
Sabine Royalty Trust
|
31,020 | $2,270,664 | |
| 7 | PBT |
Permian Basin Royalty Trust
|
34,563 | $865,457 | |
| 8 | ENB |
Enbridge Inc
|
5,102 | $276,578 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,819,514 | 51,379 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,091,181 | 56,213 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $175,761 | 2,924 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $3,895,517 | 61,492 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,607,366 | 57,433 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,755,557 | 62,844 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,432,398 | 63,422 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,560,106 | 77,987 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,737,705 | 87,946 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,821,865 | 98,072 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,547,888 | 101,863 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,498,740 | 103,851 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,288,842 | 100,792 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,608,472 | 154,336 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,198,603 | 97,222 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,764,856 | 96,572 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,046,158 | 97,602 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,106,590 | 122,915 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,217,111 | 123,545 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,207,870 | 123,665 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $3,304,545 | 124,465 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $3,603,864 | 152,126 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,992 | 1,845 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,254 | 1,845 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $35,091 | 1,845 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $26,106 | 1,845 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||