Pinnacle Wealth Planning Services, Inc.
Position in WMB — Williams Companies, Inc.
CIK 1726752
MANSFIELD, OH
Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$659,098
+$17,252 QoQ
Shares Held
8,866
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,017
of 1,827 holders
Holding Since
Dec 2020
17 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, 2026Pinnacle Wealth Planning Services, Inc. holds $43,779,935 across 25 Oil & Gas Midstream names. WMB ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
2,146,965 | $41,049,970 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
26,114 | $834,864 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
8,866 | $659,098 | |
| 4 | TNCAF |
Tc Energy Corp
|
3,739 | $247,858 | |
| 5 | OKE |
Oneok Inc /New/
|
2,811 | $244,388 | |
| 6 | TNK |
Teekay Tankers Ltd.
|
2,383 | $154,585 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
496 | $118,548 | |
| 8 | ENB |
Enbridge Inc
|
1,769 | $95,897 |
All Filings in WMB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,098 | 8,866 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $641,846 | 8,819 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $525,361 | 8,740 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $552,982 | 8,729 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $433,263 | 6,898 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $283,979 | 4,752 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $227,141 | 4,197 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $300,148 | 6,575 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $279,437 | 6,575 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $256,227 | 6,575 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $229,738 | 6,596 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $222,724 | 6,611 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $215,912 | 6,617 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $222,606 | 7,455 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $218,159 | 6,631 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $205,611 | 6,588 | Shares | Sole | 2022-08-03 | |
| 2020-12-31 | $118,375 | 5,904 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||