Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$42,819
+$7,521 QoQ
Shares Held
576
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,634
of 1,824 holders
Holding Since
Jun 2025
5 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, 2026Clearstead Trust, LLC holds $1,389,057 across 8 Oil & Gas Midstream names. WMB ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
2,493 | $595,851 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
10,792 | $396,713 | |
| 3 | OKE |
Oneok Inc /New/
|
2,636 | $229,173 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
2,181 | $69,726 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
576 | $42,819 | |
| 6 | AM |
Antero Midstream Corp
|
1,334 | $30,348 | |
| 7 | DTM |
DT Midstream, Inc.
|
108 | $15,847 | |
| 8 | TRGP |
Targa Resources Corp.
|
32 | $8,580 |
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,819 | 576 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $35,298 | 485 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,153 | 485 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,941 | 299 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,780 | 299 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||