Sowell Financial Services LLC
Position in WMB — Williams Companies, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in WMB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,127,216
+$184,932 QoQ
Shares Held
15,488
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Sowell Financial Services LLC holds $26,114,287 across 11 Oil & Gas Midstream names. WMB ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
107,147 | $9,685,017 | |
| 2 | ET |
Energy Transfer LP
|
374,743 | $7,232,539 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
77,599 | $2,936,346 | |
| 4 | GEL |
Genesis Energy LP
|
91,626 | $1,633,691 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
43,689 | $1,464,892 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
15,488 | $1,127,216 | |
| 7 | ENB |
Enbridge Inc
|
12,633 | $683,950 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,641 | $465,650 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,127,216 | 15,488 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $942,284 | 15,676 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $956,521 | 15,099 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $942,526 | 15,006 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $916,359 | 15,334 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $802,274 | 14,824 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $496,945 | 10,886 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $497,080 | 11,696 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $455,091 | 11,678 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $409,461 | 11,756 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $437,700 | 12,992 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,046,019 | 32,057 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1,385,945 | 42,126 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $421,347 | 14,717 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $338,911 | 10,144 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $134,417 | 5,674 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $128,901 | 6,429 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $112,653 | 5,733 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $103,126 | 5,422 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $318,035 | 22,476 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||