Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,084,834
+$680,186 QoQ
Shares Held
54,948
+17.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#532
of 1,796 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $39,997,460 across 43 Oil & Gas Midstream names. WMB ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
149,828 | $5,507,677 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
158,818 | $5,077,411 | |
| 3 | OKE |
Oneok Inc /New/
|
55,715 | $4,843,862 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
54,948 | $4,084,834 | |
| 5 | ET |
Energy Transfer LP
|
204,963 | $3,918,892 | |
| 6 | ENB |
Enbridge Inc
|
57,881 | $3,137,729 | |
| 7 | TRGP |
Targa Resources Corp.
|
9,166 | $2,457,771 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
8,964 | $2,142,485 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,084,834 | 54,948 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,404,648 | 46,780 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $626,766 | 10,427 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,909,665 | 45,930 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,351,101 | 53,353 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,483,685 | 41,561 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,175,624 | 40,200 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,438,221 | 75,317 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,217,462 | 75,705 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,964,058 | 76,060 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,502,361 | 71,845 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,274,782 | 67,521 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,345,118 | 71,870 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,994,618 | 66,799 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $578,546 | 17,585 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $481,442 | 16,816 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $524,265 | 16,798 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $465,000 | 13,918 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $335,265 | 12,875 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $235,561 | 9,081 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||