Position in WMB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$482,763
-$101,369 QoQ
Shares Held
6,494
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,133
of 1,824 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $8,309,955 across 7 Oil & Gas Midstream names. WMB ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
211,064 | $4,035,543 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
53,274 | $1,958,352 | |
| 3 | TNCAF |
Tc Energy Corp
|
14,671 | $972,540 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
6,494 | $482,763 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
14,441 | $461,678 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,508 | $360,427 | |
| 7 | NFE |
New Fortress Energy Inc.
|
106,480 | $38,652 |
All Filings in WMB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,763 | 6,494 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $584,132 | 8,026 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $481,961 | 8,018 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,050,659 | 16,585 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,005,839 | 16,014 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $975,821 | 16,329 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $437,289 | 8,080 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $394,872 | 8,650 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $374,127 | 8,803 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $322,281 | 8,270 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $263,558 | 7,567 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $262,074 | 7,779 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $245,312 | 7,518 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $220,307 | 7,378 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $242,012 | 7,356 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $216,585 | 7,565 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $226,740 | 7,265 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||