Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,654,436
+$72,490 QoQ
Shares Held
22,255
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#745
of 1,824 holders
Holding Since
Mar 2023
14 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $16,079,228 across 9 Oil & Gas Midstream names. WMB ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
119,663 | $4,398,811 | |
| 2 | ENB |
Enbridge Inc
|
68,524 | $3,714,686 | |
| 3 | ET |
Energy Transfer LP
|
167,591 | $3,204,339 | |
| 4 | WMB |
Williams Companies, Inc.
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|
22,255 | $1,654,436 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
40,675 | $1,300,379 | |
| 6 | OKE |
Oneok Inc /New/
|
8,652 | $752,204 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,757 | $419,940 | |
| 8 | MPLX |
Mplx LP
|
7,238 | $407,716 |
All Filings in WMB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,436 | 22,255 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,581,946 | 21,736 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,299,337 | 21,616 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,400,098 | 22,101 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,409,330 | 22,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,212,351 | 20,287 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,227,712 | 22,685 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,163,116 | 25,479 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,203,685 | 28,322 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $498,582 | 12,794 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $445,615 | 12,794 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $448,784 | 13,321 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $497,020 | 15,232 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $423,384 | 14,179 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||