Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,100,623
-$41,290 QoQ
Shares Held
28,257
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#684
of 1,824 holders
Holding Since
Dec 2020
23 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, 2026Advisor OS, LLC holds $8,016,515 across 9 Oil & Gas Midstream names. WMB ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
28,257 | $2,100,623 | |
| 2 | OKE |
Oneok Inc /New/
|
17,499 | $1,521,360 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
37,115 | $1,186,563 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
29,905 | $1,099,307 | |
| 5 | ET |
Energy Transfer LP
|
46,950 | $897,683 | |
| 6 | MPLX |
Mplx LP
|
7,748 | $436,444 | |
| 7 | AM |
Antero Midstream Corp
|
14,460 | $328,965 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,013 | $242,114 |
All Filings in WMB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,623 | 28,257 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,141,913 | 29,430 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,743,067 | 28,998 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,873,764 | 29,578 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,461,084 | 23,262 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,492,265 | 24,971 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,316,631 | 24,328 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,000,829 | 21,924 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $903,082 | 21,249 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $860,106 | 22,071 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $626,311 | 17,982 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $585,800 | 17,388 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $560,777 | 17,186 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $446,015 | 14,937 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $518,404 | 15,757 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $411,727 | 14,381 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $450,889 | 14,447 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $480,469 | 14,381 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $452,835 | 17,390 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $440,279 | 16,973 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $464,226 | 17,485 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $414,218 | 17,485 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $354,704 | 17,691 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||