Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,629,235
+$429,166 QoQ
Shares Held
21,916
+32.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#747
of 1,824 holders
Holding Since
Jun 2021
19 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, 2026IHT Wealth Management, LLC holds $22,235,837 across 17 Oil & Gas Midstream names. WMB ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
222,904 | $4,261,924 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
96,669 | $3,553,551 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
82,206 | $2,628,125 | |
| 4 | OKE |
Oneok Inc /New/
|
20,563 | $1,787,746 | |
| 5 | GLNG |
Golar Lng Ltd
|
33,042 | $1,646,813 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
21,916 | $1,629,235 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
5,891 | $1,408,007 | |
| 8 | ENB |
Enbridge Inc
|
14,288 | $774,552 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,235 | 21,916 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,200,069 | 16,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $481,661 | 8,013 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $557,289 | 8,797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $513,660 | 8,178 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $580,867 | 9,720 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $568,422 | 10,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $808,050 | 17,701 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $604,520 | 14,224 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $513,117 | 13,167 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $452,058 | 12,979 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $312,441 | 9,274 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $298,956 | 9,162 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $315,411 | 10,563 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $313,964 | 9,543 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $248,222 | 8,670 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $244,405 | 7,831 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $253,916 | 7,600 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $1,098,134 | 41,361 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||