OneAscent Financial Services LLC

Position in WMB — Williams Companies, Inc.

CIK 1780985 BIRMINGHAM, AL

Position in WMB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$332,522

-$95,060 QoQ

Shares Held

4,473

-23.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,279

of 1,824 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

OneAscent Financial Services LLC holds $1,832,186 across 5 Oil & Gas Midstream names. WMB ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	6,084	$528,942
2	EPD	Enterprise Products Partners L.P.	11,570	$425,313
3	WMB	Williams Companies, Inc. This page	4,473	$332,522
4	TRGP	Targa Resources Corp.	1,098	$294,417
5	ENB	Enbridge Inc	4,630	$250,992

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,522	4,473	-23.9%	Shares	Sole	2026-08-11
2026-03-31	$427,582	5,875	+12.4%	Shares	Sole	2026-04-21
2025-12-31	$314,194	5,227	+16.9%	Shares	Sole	2026-02-11
2025-09-30	$283,237	4,471	-49.8%	Shares	Sole	2025-10-31
2025-06-30	$559,762	8,912	-52.2%	Shares	Sole	2025-08-12
2025-03-31	$1,115,120	18,660	+76.3%	Shares	Sole	2025-05-05
2024-12-31	$572,914	10,586	-4.4%	Shares	Sole	2025-02-12
2024-09-30	$505,573	11,075	+1.3%	Shares	Sole	2024-11-07
2024-03-31	$426,253	10,938	-21.3%	Shares	Sole	2024-04-16
2023-12-31	$483,997	13,896	+19.8%	Shares	Sole	2024-01-11
2023-09-30	$390,804	11,600	+0.3%	Shares	Sole	2023-10-13
2023-03-31	$345,390	11,567	+5.4%	Shares	Sole	2023-04-17
2022-12-31	$361,077	10,975	-1.5%	Shares	Sole	2023-01-12
2022-09-30	$318,880	11,138	-14.9%	Shares	Sole	2022-11-02
2022-06-30	$408,351	13,084	+10.4%	Shares	Sole	2022-08-08
2022-03-31	$396,108	11,856	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.