Position in WMB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$33,378
-$6,578 QoQ
Shares Held
449
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,657
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $1,400,278 across 15 Oil & Gas Midstream names. WMB ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
6,645 | $577,716 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
12,951 | $476,078 | |
| 3 | ET |
Energy Transfer LP
|
4,748 | $90,781 | |
| 4 | ENB |
Enbridge Inc
|
1,657 | $89,825 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
449 | $33,378 | |
| 6 | DTM |
DT Midstream, Inc.
|
220 | $32,282 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
717 | $22,922 | |
| 8 | TNCAF |
Tc Energy Corp
|
264 | $17,500 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,378 | 449 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $39,956 | 549 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,011 | 100 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,534 | 261 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,102 | 129 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,904 | 400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $27,060 | 500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,501 | 471 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,017 | 471 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,560 | 271 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,438 | 271 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $9,129 | 271 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,842 | 271 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,092 | 271 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,179 | 431 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $12,339 | 431 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $89,916 | 2,881 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $104,573 | 3,130 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $81,505 | 3,130 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $81,192 | 3,130 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $83,101 | 3,130 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $67,729 | 2,859 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $57,322 | 2,859 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $53,035 | 2,699 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $60,369 | 3,174 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $44,912 | 3,174 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||