Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$732,323
-$4,137 QoQ
Shares Held
9,851
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#976
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, 2026IFP Advisors, Inc holds $13,888,694 across 36 Oil & Gas Midstream names. WMB ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
70,278 | $2,583,419 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
62,164 | $1,987,383 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
7,643 | $1,826,753 | |
| 4 | ET |
Energy Transfer LP
|
75,780 | $1,448,913 | |
| 5 | OKE |
Oneok Inc /New/
|
13,855 | $1,204,553 | |
| 6 | MPLX |
Mplx LP
|
18,490 | $1,041,541 | |
| 7 | ENB |
Enbridge Inc
|
13,959 | $756,717 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
9,851 | $732,323 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,323 | 9,851 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $736,460 | 10,119 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $599,116 | 9,967 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $623,934 | 9,849 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,467,241 | 23,360 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,758,438 | 29,425 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $388,635 | 7,181 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $241,762 | 5,296 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $215,517 | 5,071 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $207,047 | 5,313 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $226,987 | 6,517 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $318,875 | 9,465 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $802,143 | 24,583 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $727,449 | 24,362 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,449 | 53,859 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,240,154 | 78,245 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,336,973 | 74,879 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,782,690 | 53,358 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $566,994 | 21,774 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $493,171 | 19,012 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $249,808 | 9,409 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $124,230 | 5,244 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $223,176 | 11,131 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $242,638 | 12,348 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $67,597 | 3,554 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $57,449 | 4,060 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||