Summit Trail Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1698478 NEW YORK, NY

Position in WMB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,212,360

+$1,513,301 QoQ

Shares Held

57,878

+28.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $26,020,328 across 17 Oil & Gas Midstream names. WMB ranks #1 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	57,878	$4,212,360
2	TRGP	Targa Resources Corp.	12,855	$3,223,134
3	LNG	Cheniere Energy, Inc.	11,335	$3,216,419
4	OKE	Oneok Inc /New/	34,827	$3,148,012
5	KMI	Kinder Morgan, Inc.	76,559	$2,567,023
6	EPD	Enterprise Products Partners L.P.	54,656	$2,068,183
7	ET	Energy Transfer LP	101,856	$1,965,820
8	DTM	DT Midstream, Inc.	9,333	$1,256,875

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,212,360	57,878	+28.9%	Shares	Sole	2026-05-12
2025-12-31	$2,699,059	44,902	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$2,842,577	44,871	+42.8%	Shares	Sole	2025-11-14
2025-06-30	$1,974,243	31,432	+158.2%	Shares	Sole	2025-08-14
2024-09-30	$555,743	12,174	-8.6%	Shares	Sole	2024-11-12
2024-06-30	$566,270	13,324	+38.1%	Shares	Sole	2024-08-13
2024-03-31	$375,904	9,646	+7.2%	Shares	Sole	2024-04-23
2023-12-31	$313,470	9,000	-19.2%	Shares	Sole	2024-02-06
2023-09-30	$375,239	11,138	+7.8%	Shares	Sole	2023-10-30
2023-06-30	$337,263	10,336	-7.9%	Shares	Sole	2023-07-25
2020-09-30	$220,433	11,218	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.