Ellis Investment Partners, LLC

Position in WMB — Williams Companies, Inc.

CIK 1765590 Berwyn, PA

Position in WMB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$356,832

+$2,758 QoQ

Shares Held

4,800

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,248

of 1,824 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $1,363,392 across 3 Oil & Gas Midstream names. WMB ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	21,130	$776,738
2	WMB	Williams Companies, Inc. This page	4,800	$356,832
3	ET	Energy Transfer LP	12,020	$229,822

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,832	4,800	-1.3%	Shares	Sole	2026-08-05
2026-03-31	$354,074	4,865	+0.7%	Shares	Sole	2026-05-12
2025-12-31	$290,391	4,831	-3.1%	Shares	Sole	2026-02-02
2025-09-30	$315,799	4,985	-3.1%	Shares	Sole	2025-10-22
2025-06-30	$323,283	5,147	-1.1%	Shares	Sole	2025-07-25
2025-03-31	$311,110	5,206	+0.8%	Shares	Sole	2025-04-22
2024-12-31	$279,421	5,163	-6.8%	Shares	Sole	2025-01-30
2024-09-30	$252,855	5,539	+1.1%	Shares	Sole	2024-10-24
2024-06-30	$232,942	5,481	+1.1%	Shares	Sole	2024-08-06
2024-03-31	$211,217	5,420	+6.5%	Shares	Sole	2024-04-15
2022-09-30	$145,698	5,089	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$156,705	5,021	+1.4%	Shares	Sole	2022-08-01
2022-03-31	$165,446	4,952	+1.3%	Shares	Sole	2022-05-03
2021-12-31	$127,309	4,889	-12.8%	Shares	Sole	2022-02-01
2021-09-30	$145,445	5,607	+50.7%	Shares	Sole	2021-10-21
2021-06-30	$98,766	3,720	+1.5%	Shares	Sole	2021-07-26
2021-03-31	$86,800	3,664	+1.7%	Shares	Sole	2021-05-03
2020-12-31	$72,200	3,601	-8.4%	Shares	Sole	2021-01-20
2020-09-30	$77,283	3,933	-32.4%	Shares	Sole	2020-10-19
2020-06-30	$110,734	5,822	-4.7%	Shares	Sole	2020-07-13
2020-03-31	$86,470	6,111	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.