Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,207,390
+$35,865 QoQ
Shares Held
83,500
-1.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#463
of 1,827 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $57,994,633 across 18 Oil & Gas Midstream names. WMB ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
716,515 | $13,699,766 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
83,500 | $6,207,390 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
146,040 | $5,368,430 | |
| 4 | FRO |
Frontline plc
|
145,051 | $5,046,324 | |
| 5 | WES |
Western Midstream Partners, LP
|
94,579 | $4,138,777 | |
| 6 | PBA |
Pembina Pipeline Corp
|
83,956 | $3,882,965 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15,555 | $3,717,800 | |
| 8 | OKE |
Oneok Inc /New/
|
34,517 | $3,000,907 |
All Filings in WMB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,207,390 | 83,500 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,171,525 | 84,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,266,838 | 87,620 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,475,657 | 86,435 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,306,565 | 84,486 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,937,610 | 82,624 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,419,385 | 81,659 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,486,555 | 54,470 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $313,650 | 7,380 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||