Summit Financial Wealth Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1632283
Lafayette, LA
Position in WMB
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$230,275
New position
Shares Held
3,164
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Summit Financial Wealth Advisors, LLC holds $5,690,947 across 9 Oil & Gas Midstream names. WMB ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
26,512 | $2,396,419 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
3,122 | $885,898 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
14,605 | $552,653 | |
| 4 | ET |
Energy Transfer LP
|
28,233 | $544,896 | |
| 5 | ENB |
Enbridge Inc
|
6,309 | $341,569 | |
| 6 | GEL |
Genesis Energy LP
|
16,613 | $296,209 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
3,164 | $230,275 | |
| 8 | VG |
Venture Global, Inc.
|
14,493 | $228,409 |
All Filings in WMB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,275 | 3,164 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||