Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,503
+$856 QoQ
Shares Held
222
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,705
of 1,824 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Derivatives in WMB
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$12,250
PutShares
205
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Quaker Wealth Management, LLC holds $157,834 across 8 Oil & Gas Midstream names. WMB ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBR |
Sabine Royalty Trust
|
1,000 | $73,200 | |
| 2 | ET |
Energy Transfer LP
|
3,235 | $61,853 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
222 | $16,503 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
7 | $1,673 | |
| 5 | TRGP |
Targa Resources Corp.
|
6 | $1,608 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
49 | $1,566 | |
| 7 | OKE |
Oneok Inc /New/
|
15 | $1,304 | |
| 8 | VNOM |
Viper Energy, Inc.
|
3 | $127 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,503 | 222 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,647 | 215 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $12,803 | 213 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,366 | 211 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,252 | 211 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,250 | 205 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||