OneDigital Investment Advisors LLC
Position in WMB — Williams Companies, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,917,560
-$52,944 QoQ
Shares Held
93,053
-2.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#450
of 1,824 holders
Holding Since
Sep 2021
20 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, 2026OneDigital Investment Advisors LLC holds $17,336,936 across 12 Oil & Gas Midstream names. WMB ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
93,053 | $6,917,560 | |
| 2 | TRGP |
Targa Resources Corp.
|
11,041 | $2,960,533 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
7,179 | $1,715,852 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
45,480 | $1,671,844 | |
| 5 | ENB |
Enbridge Inc
|
19,751 | $1,070,701 | |
| 6 | OKE |
Oneok Inc /New/
|
8,603 | $747,944 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
22,702 | $725,782 | |
| 8 | ET |
Energy Transfer LP
|
19,277 | $368,576 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,917,560 | 93,053 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,970,504 | 95,775 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,901,720 | 98,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $907,425 | 14,324 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,062,431 | 16,915 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,074,843 | 17,986 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,136,303 | 20,996 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $960,612 | 21,043 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $543,405 | 12,786 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $398,702 | 10,231 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,042,427 | 29,929 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $287,914 | 8,546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $279,639 | 8,570 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $249,181 | 8,345 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $307,615 | 9,350 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $234,536 | 8,192 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $308,573 | 9,887 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $327,852 | 9,813 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $223,319 | 8,576 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $228,479 | 8,808 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||