Providence Capital Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1730814
CHARLOTTE, NC
Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,192,181
+$72,178 QoQ
Shares Held
56,392
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#533
of 1,824 holders
Holding Since
Mar 2023
14 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, 2026Providence Capital Advisors, LLC holds $8,733,329 across 5 Oil & Gas Midstream names. WMB ranks #1 (48.0% of the industry book) .
All Filings in WMB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,192,181 | 56,392 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,120,003 | 56,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,327,990 | 55,365 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,376,555 | 53,300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,250,103 | 51,745 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,988,298 | 50,005 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,691,495 | 49,732 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,264,194 | 49,599 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,083,562 | 49,025 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,906,100 | 48,912 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,663,933 | 47,773 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,664,892 | 49,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,604,841 | 49,183 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,440,894 | 48,255 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||