Global Retirement Partners, LLC
PensionPosition in WMB — Williams Companies, Inc.
CIK 1749744
San Rafael, CA
Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,786,752
+$1,327,422 QoQ
Shares Held
64,390
+11.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#508
of 1,824 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Global Retirement Partners, LLC holds $31,031,289 across 38 Oil & Gas Midstream names. WMB ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
29,359 | $7,872,322 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
64,390 | $4,786,752 | |
| 3 | OKE |
Oneok Inc /New/
|
48,290 | $4,198,332 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
86,928 | $3,195,473 | |
| 5 | ET |
Energy Transfer LP
|
161,577 | $3,089,352 | |
| 6 | ENB |
Enbridge Inc
|
52,493 | $2,845,645 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
51,292 | $1,639,805 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
3,351 | $800,922 |
All Filings in WMB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,786,752 | 64,390 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,459,330 | 57,550 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,331,913 | 36,810 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,382,446 | 37,931 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,945,751 | 54,430 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,640,396 | 57,840 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,479,195 | 58,334 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,957,618 | 50,234 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,045,840 | 30,027 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $971,653 | 28,841 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,729,390 | 53,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,518,410 | 50,851 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,523,664 | 46,312 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,214,999 | 42,438 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,014,761 | 32,514 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,060,700 | 31,748 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $463,080 | 17,852 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $464,757 | 17,505 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $385,483 | 16,272 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $314,805 | 15,701 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $258,849 | 13,173 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $57,421 | 3,019 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $34,809 | 2,460 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||