Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$740,054
+$531,253 QoQ
Shares Held
9,955
+202.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#970
of 1,824 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026IFG Advisory, LLC holds $13,419,315 across 20 Oil & Gas Midstream names. WMB ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
75,362 | $4,085,374 | |
| 2 | ET |
Energy Transfer LP
|
97,724 | $1,868,482 | |
| 3 | MPLX |
Mplx LP
|
31,041 | $1,748,539 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
45,874 | $1,686,328 | |
| 5 | WES |
Western Midstream Partners, LP
|
36,044 | $1,577,285 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
9,955 | $740,054 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
2,683 | $641,263 | |
| 8 | OKE |
Oneok Inc /New/
|
4,143 | $360,192 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,054 | 9,955 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $208,801 | 3,296 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $201,243 | 3,204 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $298,800 | 5,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $270,600 | 5,000 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $373,235 | 8,782 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||