Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,928,051
-$33,000 QoQ
Shares Held
52,839
-2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#551
of 1,824 holders
Holding Since
Sep 2024
8 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, 2026World Investment Advisors holds $17,972,238 across 13 Oil & Gas Midstream names. WMB ranks #1 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
52,839 | $3,928,051 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
78,900 | $2,900,364 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
70,528 | $2,254,780 | |
| 4 | TRGP |
Targa Resources Corp.
|
7,458 | $1,999,788 | |
| 5 | ENB |
Enbridge Inc
|
32,452 | $1,759,222 | |
| 6 | ET |
Energy Transfer LP
|
90,684 | $1,733,878 | |
| 7 | OKE |
Oneok Inc /New/
|
13,173 | $1,145,260 | |
| 8 | MPLX |
Mplx LP
|
14,520 | $817,911 |
All Filings in WMB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,928,051 | 52,839 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,961,051 | 54,425 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,340,733 | 55,577 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $2,728,420 | 43,069 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $947,299 | 15,082 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,197,410 | 20,037 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,223,111 | 22,600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $544,558 | 11,929 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||