PERSONAL CFO SOLUTIONS, LLC

Position in WMB — Williams Companies, Inc.

CIK 1677501 CHESTER, NJ

Position in WMB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$332,299

+$11,412 QoQ

Shares Held

4,470

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,280

of 1,824 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Energy · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $4,210,700 across 6 Oil & Gas Midstream names. WMB ranks #6 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	88,931	$1,700,360
2	EPD	Enterprise Products Partners L.P.	18,855	$693,109
3	TRP	Tc Energy Corp	9,831	$651,696
4	ENB	Enbridge Inc	9,062	$491,251
5	EE	Excelerate Energy, Inc.	9,002	$341,985
6	WMB	Williams Companies, Inc. This page	4,470	$332,299

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,299	4,470	+1.4%	Shares	Sole	2026-08-07
2026-03-31	$320,887	4,409	-20.5%	Shares	Sole	2026-04-30
2025-12-31	$333,430	5,547	+1.3%	Shares	Defined	2026-01-22
2025-09-30	$347,031	5,478	-2.8%	Shares	Defined	2025-11-10
2025-06-30	$353,934	5,635	+9.8%	Shares	Defined	2025-08-12
2025-03-31	$306,568	5,130	-9.8%	Shares	Defined	2025-04-30
2024-12-31	$307,888	5,689	-0.1%	Shares	Defined	2025-02-07
2024-09-30	$259,839	5,692	-1.6%	Shares	Defined	2024-11-14
2024-06-30	$245,905	5,786	+4.5%	Shares	Defined	2024-08-09
2024-03-31	$215,776	5,537	-45.8%	Shares	Defined	2024-05-13
2021-09-30	$264,925	10,213	-2.3%	Shares	Defined	2021-11-18
2021-06-30	$277,474	10,451	+9.9%	Shares	Defined	2021-07-22
2021-03-31	$225,362	9,513	—	Shares	Defined	2021-04-21
No filing history on record for this holder in this stock.