Legacy Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1720969 PLYMOUTH MEETING, PA

Position in WMB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,137,572

-$166,060 QoQ

Shares Held

28,754

-9.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#681

of 1,824 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Legacy Advisors, LLC holds $10,121,063 across 6 Oil & Gas Midstream names. WMB ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	119,033	$4,375,653
2	WMB	Williams Companies, Inc. This page	28,754	$2,137,572
3	ET	Energy Transfer LP	101,747	$1,945,402
4	VG	Venture Global, Inc.	77,489	$862,452
5	MPLX	Mplx LP	9,275	$522,460
6	TRGP	Targa Resources Corp.	1,035	$277,524

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,137,572	28,754	-9.2%	Shares	Sole	2026-07-24
2026-03-31	$2,303,632	31,652	-13.9%	Shares	Sole	2026-05-05
2025-12-31	$2,210,966	36,782	-3.9%	Shares	Sole	2026-01-27
2025-09-30	$2,424,657	38,274	-8.9%	Shares	Sole	2025-11-13
2025-03-31	$2,510,577	42,011	+2.1%	Shares	Sole	2025-04-23
2024-12-31	$2,227,038	41,150	-5.9%	Shares	Sole	2025-02-14
2024-09-30	$1,997,004	43,746	+8.4%	Shares	Sole	2024-11-13
2024-06-30	$1,715,045	40,354	+0.8%	Shares	Sole	2024-07-30
2024-03-31	$1,560,475	40,043	-7.4%	Shares	Sole	2024-04-30
2023-12-31	$1,505,944	43,237	+4.4%	Shares	Sole	2024-02-12
2023-09-30	$1,394,799	41,401	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$1,339,135	41,040	+34.8%	Shares	Sole	2023-07-20
2023-03-31	$908,908	30,439	+0.9%	Shares	Sole	2023-05-01
2022-12-31	$992,922	30,180	+1.0%	Shares	Sole	2023-02-01
2022-09-30	$855,321	29,875	-2.3%	Shares	Sole	2022-11-09
2022-06-30	$954,152	30,572	+60.5%	Shares	Sole	2022-07-25
2022-03-31	$636,527	19,052	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.