Pinion Investment Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1738738 WICHITA, KS

Position in WMB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,765,723

-$865 QoQ

Shares Held

23,752

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#730

of 1,824 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Pinion Investment Advisors, LLC holds $4,072,753 across 4 Oil & Gas Midstream names. WMB ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	23,752	$1,765,723
2	OKE	Oneok Inc /New/	14,269	$1,240,546
3	DHT	DHT Holdings, Inc.	50,568	$835,889
4	EPD	Enterprise Products Partners L.P.	6,273	$230,595

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,765,723	23,752	-2.1%	Shares	Sole	2026-08-06
2026-03-31	$1,766,588	24,273	-13.1%	Shares	Sole	2026-04-24
2025-12-31	$1,678,090	27,917	-11.9%	Shares	Sole	2026-01-29
2025-09-30	$2,006,484	31,673	+2.6%	Shares	Sole	2025-10-27
2025-06-30	$1,938,693	30,866	-50.2%	Shares	Sole	2025-07-24
2025-03-31	$3,706,912	62,030	+107.3%	Shares	Sole	2025-04-17
2024-12-31	$1,619,811	29,930	+23.4%	Shares	Sole	2025-02-06
2024-09-30	$1,107,423	24,259	+2.3%	Shares	Sole	2024-11-12
2024-06-30	$1,007,845	23,714	-9.4%	Shares	Sole	2024-08-08
2024-03-31	$1,019,805	26,169	+4.9%	Shares	Sole	2024-05-09
2023-12-31	$868,520	24,936	-3.1%	Shares	Sole	2024-01-25
2023-09-30	$867,247	25,742	+5.8%	Shares	Sole	2023-11-06
2023-06-30	$794,181	24,339	+6.5%	Shares	Sole	2023-08-07
2023-03-31	$682,121	22,844	+8.0%	Shares	Sole	2023-05-15
2022-12-31	$696,032	21,156	-5.1%	Shares	Sole	2023-02-09
2022-09-30	$638,277	22,294	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$679,098	21,759	+54.4%	Shares	Sole	2022-08-15
2022-03-31	$470,847	14,093	-1.5%	Shares	Sole	2022-05-13
2021-12-31	$372,606	14,309	+11.6%	Shares	Sole	2022-02-15
2021-09-30	$332,654	12,824	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.