MISSION WEALTH MANAGEMENT, LP
Position in WMB — Williams Companies, Inc.
CIK 1645382
Santa Barbara, CA
Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,021,654
+$451,642 QoQ
Shares Held
13,743
+75.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#866
of 1,824 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $7,622,349 across 9 Oil & Gas Midstream names. WMB ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
47,100 | $1,731,396 | |
| 2 | ET |
Energy Transfer LP
|
69,208 | $1,323,256 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
13,743 | $1,021,654 | |
| 4 | OKE |
Oneok Inc /New/
|
11,110 | $965,903 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
20,253 | $647,488 | |
| 6 | GLP |
Global Partners LP
|
13,402 | $624,399 | |
| 7 | ENB |
Enbridge Inc
|
10,548 | $571,807 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
2,239 | $535,143 |
All Filings in WMB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,654 | 13,743 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $570,012 | 7,832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $485,147 | 8,071 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $520,483 | 8,216 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $523,835 | 8,340 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $436,248 | 7,300 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $341,659 | 6,313 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $215,194 | 4,714 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $208,372 | 5,347 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||