Foundations Investment Advisors, LLC
EndowmentPosition in WMB — Williams Companies, Inc.
CIK 1743404
PHOENIX, AZ
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,764,375
+$3,402,802 QoQ
Shares Held
386,930
+11.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#222
of 1,827 holders
Holding Since
Mar 2021
22 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, 2026Foundations Investment Advisors, LLC holds $76,621,849 across 10 Oil & Gas Midstream names. WMB ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
386,930 | $28,764,375 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
111,458 | $26,639,575 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
270,583 | $9,946,629 | |
| 4 | ENB |
Enbridge Inc
|
82,775 | $4,487,232 | |
| 5 | OKE |
Oneok Inc /New/
|
26,250 | $2,282,175 | |
| 6 | ET |
Energy Transfer LP
|
111,137 | $2,124,939 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
58,831 | $1,880,826 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
9,950 | $249,148 |
All Filings in WMB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,764,375 | 386,930 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $25,361,573 | 348,469 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $18,768,986 | 312,244 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $17,186,981 | 271,302 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $15,606,212 | 248,467 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $11,886,682 | 198,907 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,810,681 | 162,799 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,528,726 | 143,017 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,396,862 | 126,985 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,583,027 | 117,604 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,025,721 | 115,582 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,127,833 | 122,524 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,461,924 | 136,743 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,896,401 | 130,489 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,178,600 | 96,614 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,120,034 | 39,121 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $812,958 | 26,048 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $728,972 | 21,819 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $562,906 | 21,617 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $483,495 | 18,639 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $474,289 | 17,864 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $461,836 | 19,495 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||