Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$377,498
+$7,994 QoQ
Shares Held
5,078
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,229
of 1,824 holders
Holding Since
Mar 2021
17 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, 2026Meridian Wealth Advisors, LLC holds $3,773,624 across 5 Oil & Gas Midstream names. WMB ranks #3 (10.0% of the industry book) .
All Filings in WMB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,498 | 5,078 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $369,504 | 5,077 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $300,550 | 5,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $364,262 | 5,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $314,050 | 5,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $298,800 | 5,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $270,600 | 5,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $228,250 | 5,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $212,500 | 5,000 | Shares | Sole | 2024-08-02 | |
| 2022-12-31 | $336,567 | 10,230 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $290,938 | 10,162 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $330,607 | 10,593 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $351,573 | 10,523 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $272,352 | 10,459 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $256,313 | 9,881 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $260,296 | 9,804 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $230,527 | 9,731 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||