CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in WMB — Williams Companies, Inc.
CIK 1766904
RICHMOND, VA
Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,247,292
+$84,712 QoQ
Shares Held
30,230
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#670
of 1,824 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $16,404,440 across 13 Oil & Gas Midstream names. WMB ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
13,647 | $3,659,302 | |
| 2 | ET |
Energy Transfer LP
|
157,220 | $3,006,046 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
67,900 | $2,496,004 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
30,230 | $2,247,292 | |
| 5 | WES |
Western Midstream Partners, LP
|
43,655 | $1,910,342 | |
| 6 | DTM |
DT Midstream, Inc.
|
5,998 | $880,145 | |
| 7 | AM |
Antero Midstream Corp
|
28,436 | $646,918 | |
| 8 | OKE |
Oneok Inc /New/
|
6,066 | $527,375 |
All Filings in WMB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,247,292 | 30,230 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,162,580 | 29,714 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,780,995 | 29,629 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,827,454 | 28,847 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,879,272 | 29,920 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,749,830 | 29,281 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,459,399 | 26,966 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $17,087,523 | 374,316 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $16,010,514 | 376,718 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $14,710,082 | 377,472 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $12,351,657 | 354,627 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $11,893,142 | 353,017 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $11,516,105 | 352,930 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $11,086,271 | 371,275 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,407,478 | 377,127 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,908,917 | 381,031 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,887,733 | 348,854 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $3,930 | 200 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||