GREAT VALLEY ADVISOR GROUP, INC.
Position in WMB — Williams Companies, Inc.
CIK 1769897
WILMINGTON, DE
Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$376,086
-$22,821 QoQ
Shares Held
5,059
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,231
of 1,824 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $14,219,430 across 11 Oil & Gas Midstream names. WMB ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
88,781 | $3,263,589 | |
| 2 | ET |
Energy Transfer LP
|
158,066 | $3,022,221 | |
| 3 | TRGP |
Targa Resources Corp.
|
10,587 | $2,838,798 | |
| 4 | OKE |
Oneok Inc /New/
|
17,021 | $1,479,805 | |
| 5 | ENB |
Enbridge Inc
|
19,541 | $1,059,317 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
31,780 | $1,016,006 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,750 | $418,267 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
5,059 | $376,086 |
All Filings in WMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,086 | 5,059 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $398,907 | 5,481 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $300,850 | 5,005 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $252,513 | 3,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $289,742 | 4,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,875 | 4,767 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $266,541 | 4,925 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $235,554 | 5,160 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $290,836 | 8,840 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $227,980 | 7,963 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||