Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,103
+$243 QoQ
Shares Held
109
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,751
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $99,164 across 14 Oil & Gas Midstream names. WMB ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
444 | $38,601 | |
| 2 | DTM |
DT Midstream, Inc.
|
95 | $13,940 | |
| 3 | TRGP |
Targa Resources Corp.
|
49 | $13,138 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
38 | $9,082 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
109 | $8,103 | |
| 6 | ENB |
Enbridge Inc
|
141 | $7,643 | |
| 7 | GLNG |
Golar Lng Ltd
|
107 | $5,332 | |
| 8 | TNCAF |
Tc Energy Corp
|
37 | $2,452 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,103 | 109 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,860 | 108 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,890 | 98 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,547 | 56 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,009 | 32 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,912 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,731 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,460 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,360 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,247 | 32 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,114 | 32 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,078 | 32 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $17,228 | 528 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $14,840 | 497 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $16,121 | 490 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $13,685 | 478 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $14,918 | 478 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $15,969 | 478 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $12,447 | 478 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $12,347 | 476 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $11,177 | 421 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $9,997 | 422 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $7,679 | 383 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $6,641 | 338 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $5,420 | 285 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $3,763 | 266 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||