ELEVATION POINT WEALTH PARTNERS, LLC
Position in WMB — Williams Companies, Inc.
CIK 1744349
DENVER, CO
Position in WMB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$8,924,429
+$3,861,184 QoQ
Shares Held
122,622
+45.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $65,871,391 across 13 Oil & Gas Midstream names. WMB ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
1,032,176 | $39,057,539 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
122,622 | $8,924,429 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
221,742 | $7,435,009 | |
| 4 | ET |
Energy Transfer LP
|
112,836 | $2,177,734 | |
| 5 | OKE |
Oneok Inc /New/
|
23,233 | $2,100,030 | |
| 6 | TRGP |
Targa Resources Corp.
|
6,432 | $1,612,695 | |
| 7 | TRP |
Tc Energy Corp
|
21,157 | $1,324,428 | |
| 8 | PAA |
Plains All American Pipeline LP
|
56,816 | $1,268,701 |
All Filings in WMB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,924,429 | 122,622 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,063,245 | 84,233 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,206,756 | 66,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,269,327 | 20,209 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,584,237 | 26,510 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,287,731 | 23,794 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,561,503 | 34,206 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,604,927 | 37,763 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,639,818 | 42,079 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,472,612 | 42,280 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,440,213 | 42,749 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,425,049 | 43,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,284,189 | 43,007 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,411,903 | 42,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,249,270 | 43,635 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,259,947 | 40,370 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,319,327 | 39,489 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $883,485 | 33,928 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $797,162 | 30,731 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||