Cornerstone Wealth Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 1674117
ST. PETERS, MO
Position in WMB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$359,433
-$11,017 QoQ
Shares Held
4,835
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,246
of 1,824 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $9,935,104 across 9 Oil & Gas Midstream names. WMB ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
7,315 | $1,748,358 | |
| 2 | ENB |
Enbridge Inc
|
31,543 | $1,709,946 | |
| 3 | OKE |
Oneok Inc /New/
|
18,299 | $1,590,915 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
36,633 | $1,171,157 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
30,265 | $1,112,541 | |
| 6 | ET |
Energy Transfer LP
|
54,757 | $1,046,953 | |
| 7 | PAA |
Plains All American Pipeline LP
|
38,025 | $846,436 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
4,835 | $359,433 |
All Filings in WMB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,433 | 4,835 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $370,450 | 5,090 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $246,751 | 4,105 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $238,576 | 3,766 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $211,481 | 3,367 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $201,809 | 3,377 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $226,577 | 7,588 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $209,142 | 7,305 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $211,385 | 6,773 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $232,399 | 6,956 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $249,254 | 9,572 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||