Position in WMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,404,049
+$317,525 QoQ
Shares Held
59,242
+5.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#525
of 1,830 holders
Holding Since
Sep 2021
16 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, 2026CreativeOne Wealth, LLC holds $15,500,394 across 9 Oil & Gas Midstream names. WMB ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
59,242 | $4,404,049 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
136,121 | $4,351,788 | |
| 3 | OKE |
Oneok Inc /New/
|
16,647 | $1,447,290 | |
| 4 | TRGP |
Targa Resources Corp.
|
4,802 | $1,287,607 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
32,833 | $1,206,940 | |
| 6 | ET |
Energy Transfer LP
|
62,900 | $1,202,647 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
2,652 | $633,854 | |
| 8 | ENB |
Enbridge Inc
|
10,196 | $552,724 |
All Filings in WMB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,404,049 | 59,242 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,086,524 | 56,149 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,748,468 | 45,724 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,692,374 | 42,500 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,319,258 | 36,925 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,917,578 | 32,088 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,076,205 | 38,363 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,137,369 | 24,915 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $521,390 | 12,268 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $436,970 | 11,213 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $423,211 | 12,970 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $303,108 | 10,151 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,404 | 9,374 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $213,320 | 6,835 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $268,716 | 8,043 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $211,333 | 8,147 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||