Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$415,558
-$18,136 QoQ
Shares Held
5,590
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,196
of 1,824 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SVB WEALTH LLC holds $1,484,483 across 2 Oil & Gas Midstream names. WMB ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
12,295 | $1,068,925 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
5,590 | $415,558 |
All Filings in WMB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,558 | 5,590 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $433,694 | 5,959 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $361,920 | 6,021 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $423,746 | 6,689 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $500,091 | 7,962 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,186,472 | 21,923 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,036,107 | 24,379 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,107,722 | 28,425 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $861,519 | 24,735 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $869,774 | 25,817 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $918,991 | 28,164 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $781,137 | 26,160 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,136,431 | 34,542 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $789,758 | 27,585 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $423,144 | 13,558 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $410,341 | 12,282 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $382,969 | 14,707 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,025,901 | 39,549 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,017,687 | 38,331 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $689,876 | 29,121 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $398,112 | 19,856 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $232,085 | 11,811 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||