Trek Financial, LLC

Position in WMB — Williams Companies, Inc.

CIK 1768195 Scottsdale, AZ

Position in WMB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$248,964

+$5,151 QoQ

Shares Held

3,349

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,413

of 1,824 holders

Holding Since

Jun 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Trek Financial, LLC holds $7,101,601 across 5 Oil & Gas Midstream names. WMB ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLNG	Flex LNG Ltd.	170,371	$4,780,610
2	KMI	Kinder Morgan, Inc.	38,611	$1,234,393
3	EPD	Enterprise Products Partners L.P.	13,534	$497,509
4	ET	Energy Transfer LP	17,789	$340,125
5	WMB	Williams Companies, Inc. This page	3,349	$248,964

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,964	3,349	-0.0%	Shares	Sole	2026-08-13
2026-03-31	$243,813	3,350	-46.6%	Shares	Sole	2026-05-13
2023-06-30	$204,524	6,268	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.