Castleview Partners, LLC

Position in WMB — Williams Companies, Inc.

CIK 1737088 DALLAS, TX

Position in WMB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$465,665

+$86,482 QoQ

Shares Held

6,264

+20.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,148

of 1,824 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Castleview Partners, LLC holds $1,913,743 across 4 Oil & Gas Midstream names. WMB ranks #3 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	19,000	$698,440
2	LNG	Cheniere Energy, Inc.	2,002	$478,498
3	WMB	Williams Companies, Inc. This page	6,264	$465,665
4	ET	Energy Transfer LP	14,181	$271,140

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$465,665	6,264	+20.2%	Shares	Sole	2026-07-20
2026-03-31	$379,183	5,210	+8.4%	Shares	Sole	2026-05-01
2025-12-31	$289,008	4,808	+12.2%	Shares	Sole	2026-01-12
2025-09-30	$271,391	4,284	-2.8%	Shares	Sole	2025-10-10
2025-06-30	$276,803	4,407	-1.9%	Shares	Sole	2025-07-16
2025-03-31	$268,441	4,492	+4.2%	Shares	Sole	2025-04-22
2024-12-31	$233,203	4,309	-2.8%	Shares	Sole	2025-01-21
2024-09-30	$202,275	4,431	-2.9%	Shares	Sole	2024-10-21
2024-06-30	$194,012	4,565	+2137.7%	Shares	Sole	2024-07-31
2023-06-30	$6,656	204	+1.0%	Shares	Sole	2023-08-15
2023-03-31	$6,031	202	+2.0%	Shares	Sole	2023-05-16
2022-12-31	$6,514	198	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.