Heritage Trust Co

Bank

Position in WMB — Williams Companies, Inc.

CIK 1706028 OKLAHOMA CITY, OK

Position in WMB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$667,498

-$19,108 QoQ

Shares Held

8,979

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,008

of 1,824 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Heritage Trust Co holds $8,019,845 across 4 Oil & Gas Midstream names. WMB ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	63,008	$5,477,915
2	LNG	Cheniere Energy, Inc.	6,176	$1,476,125
3	WMB	Williams Companies, Inc. This page	8,979	$667,498
4	ET	Energy Transfer LP	20,832	$398,307

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,498	8,979	-4.8%	Shares	Sole	2026-08-06
2026-03-31	$686,606	9,434	+1.1%	Shares	Sole	2026-05-13
2025-12-31	$561,065	9,334	-5.4%	Shares	Sole	2026-02-10
2025-09-30	$624,820	9,863	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$617,610	9,833	+4.2%	Shares	Other	2025-08-12
2025-03-31	$563,715	9,433	-4.1%	Shares	Other	2025-05-09
2024-12-31	$532,161	9,833	-1.0%	Shares	Other	2025-02-13
2024-06-30	$422,152	9,933	+37.7%	Shares	Other	2024-08-12
2024-03-31	$281,012	7,211	0.0%	Shares	Other	2024-05-10
2023-12-31	$251,158	7,211	-11.9%	Shares	Other	2024-02-09
2023-09-30	$275,820	8,187	-31.3%	Shares	Sole	2023-11-08
2023-06-30	$389,047	11,923	0.0%	Shares	Sole	2023-08-11
2023-03-31	$356,020	11,923	0.0%	Shares	Sole	2023-05-12
2022-12-31	$392,266	11,923	-5.1%	Shares	Sole	2023-02-10
2022-09-30	$359,707	12,564	-14.7%	Shares	Sole	2022-11-10
2022-06-30	$459,504	14,723	0.0%	Shares	Sole	2022-08-11
2022-03-31	$491,895	14,723	+1.8%	Shares	Sole	2022-05-11
2021-12-31	$376,694	14,466	-16.5%	Shares	Sole	2022-02-09
2021-09-30	$449,151	17,315	+4.2%	Shares	Sole	2021-11-09
2021-06-30	$441,128	16,615	-3.9%	Shares	Sole	2021-08-09
2021-03-31	$409,742	17,296	+36.3%	Shares	Sole	2021-05-12
2020-12-31	$254,474	12,692	+1.2%	Shares	Sole	2021-02-11
2020-09-30	$246,450	12,542	+1.2%	Shares	Sole	2020-11-13
2020-06-30	$235,695	12,392	+3.6%	Shares	Sole	2020-08-04
2020-03-31	$169,318	11,966	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.