Position in WMB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$407,160
+$58,763 QoQ
Shares Held
5,477
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,181
of 1,796 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Derivatives in WMB
reported options exposure · as of Jun 30, 2026CallValue
$52,038
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $11,377,490 across 11 Oil & Gas Midstream names. WMB ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
209,108 | $3,998,144 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
93,271 | $3,428,641 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
25,674 | $820,797 | |
| 4 | OKE |
Oneok Inc /New/
|
6,602 | $573,977 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
2,282 | $545,420 | |
| 6 | MPLX |
Mplx LP
|
7,991 | $450,133 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
5,477 | $407,160 | |
| 8 | PAA |
Plains All American Pipeline LP
|
15,553 | $346,209 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,160 | 5,477 | Shares | Sole | 2026-07-08 | |
| 2026-06-30 | $52,038 | 700 | Call | Sole | 2026-07-08 | |
| 2026-03-31 | $348,397 | 4,787 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $353,927 | 5,888 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $348,868 | 5,507 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $411,279 | 6,548 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $409,415 | 6,851 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $347,396 | 6,419 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $294,853 | 6,459 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $260,185 | 6,122 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $311,760 | 8,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $273,763 | 7,860 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $237,143 | 7,039 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $238,688 | 7,315 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $376,504 | 12,609 | Shares | Sole | 2023-04-17 | |
| 2021-03-31 | $24,803 | 1,047 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $15,939 | 795 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,571 | 996 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $31,002 | 1,630 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $19,951 | 1,410 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||