IBEX WEALTH ADVISORS

Position in WMB — Williams Companies, Inc.

CIK 1686242 BEDMINSTER, NJ

Position in WMB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$26,566,514

+$635,728 QoQ

Shares Held

357,365

+0.3% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

#231

of 1,827 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $61,090,244 across 3 Oil & Gas Midstream names. WMB ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	357,365	$26,566,514
2	KMI	Kinder Morgan, Inc.	568,377	$18,171,012
3	OKE	Oneok Inc /New/	188,092	$16,352,718

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,566,514	357,365	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$25,930,786	356,290	+2.8%	Shares	Sole	2026-04-30
2025-12-31	$20,841,218	346,718	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$22,116,371	349,114	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$21,781,817	346,789	+1.9%	Shares	Sole	2025-08-07
2025-03-31	$20,335,551	340,287	+0.9%	Shares	Sole	2025-04-15
2024-12-31	$18,256,461	337,333	+4.9%	Shares	Sole	2025-01-23
2024-06-30	$13,666,682	321,569	-0.9%	Shares	Sole	2024-08-06
2024-03-31	$10,678	324,563	+102609.8%	Shares	Sole	2024-04-18
2023-12-31	$11,006	316	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$10,627,746	315,457	-5.0%	Shares	Sole	2023-11-07
2023-03-31	$9,910,324	331,893	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$10,678,122	324,563	-0.3%	Shares	Sole	2023-02-06
2022-09-30	$9,316,946	325,426	+43.9%	Shares	Sole	2022-10-31
2022-06-30	$7,056,893	226,110	+3.3%	Shares	Sole	2022-08-16
2022-03-31	$7,313,616	218,905	+15.7%	Shares	Sole	2022-05-16
2021-12-31	$4,927,340	189,222	+87.3%	Shares	Sole	2022-02-22
2020-09-30	$1,985,180	101,027	-1.1%	Shares	Sole	2020-10-23
2020-06-30	$1,942,113	102,109	-6.9%	Shares	Sole	2020-08-14
2020-03-31	$1,552,099	109,689	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.