Foster Victor Wealth Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1769063
GREENVILLE, SC
Position in WMB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$609,662
+$32,372 QoQ
Shares Held
8,201
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,041
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Foster Victor Wealth Advisors, LLC holds $43,134,265 across 7 Oil & Gas Midstream names. WMB ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
274,058 | $23,826,602 | |
| 2 | ENB |
Enbridge Inc
|
314,760 | $17,063,139 | |
| 3 | TRGP |
Targa Resources Corp.
|
2,798 | $750,255 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
8,201 | $609,662 | |
| 5 | ET |
Energy Transfer LP
|
22,798 | $435,897 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
6,925 | $254,563 | |
| 7 | TRMD |
TORM plc
|
7,450 | $194,147 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,662 | 8,201 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $577,290 | 7,932 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $474,027 | 7,886 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $490,899 | 7,749 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $461,967 | 7,355 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $436,606 | 7,306 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $388,365 | 7,176 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||