Bell & Brown Wealth Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1725362
NEWPORT BEACH, CA
Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,686,371
-$6,558 QoQ
Shares Held
49,588
-2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#570
of 1,824 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Bell & Brown Wealth Advisors, LLC holds $5,651,051 across 2 Oil & Gas Midstream names. WMB ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
49,588 | $3,686,371 | |
| 2 | TK |
Teekay Corp Ltd
|
196,468 | $1,964,680 |
All Filings in WMB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,686,371 | 49,588 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,692,929 | 50,741 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,076,489 | 51,181 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $3,283,493 | 51,831 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,219,389 | 51,256 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,069,034 | 51,356 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,619,353 | 48,399 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $2,197,819 | 48,145 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,081,097 | 48,967 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,988,132 | 51,017 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,788,172 | 51,340 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $1,674,506 | 51,318 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,498,016 | 50,168 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,707,181 | 51,890 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,538,518 | 53,738 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,619,424 | 51,888 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,804,574 | 54,013 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,416,914 | 54,413 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,425,065 | 54,937 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $493,686 | 25,124 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $432,077 | 22,717 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $304,465 | 21,517 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||