Williams Jones Wealth Management, LLC.
Position in WMB — Williams Companies, Inc.
CIK 1788587
New York, NY
Position in WMB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$28,381,216
+$16,918,300 QoQ
Shares Held
389,959
+104.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Williams Jones Wealth Management, LLC. holds $108,228,677 across 9 Oil & Gas Midstream names. WMB ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
1,498,970 | $56,721,024 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
389,959 | $28,381,216 | |
| 3 | ET |
Energy Transfer LP
|
766,161 | $14,786,907 | |
| 4 | OKE |
Oneok Inc /New/
|
42,696 | $3,859,291 | |
| 5 | MPLX |
Mplx LP
|
52,581 | $3,000,797 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,979 | $561,561 | |
| 7 | ENB |
Enbridge Inc
|
9,373 | $507,454 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
6,216 | $208,422 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,381,216 | 389,959 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,462,916 | 190,699 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,540,976 | 182,178 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,372,832 | 69,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,983,780 | 66,663 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,733,625 | 32,033 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,469,108 | 32,182 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,377,807 | 32,419 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,127,791 | 28,940 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,231,066 | 35,345 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,001,940 | 29,740 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $813,824 | 24,941 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $757,787 | 25,378 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $836,350 | 25,421 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $763,819 | 26,679 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $867,076 | 27,782 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $788,709 | 23,607 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $630,037 | 24,195 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $627,618 | 24,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $695,477 | 26,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $457,809 | 19,325 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $310,273 | 15,475 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $371,326 | 18,897 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $193,908 | 10,195 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $212,179 | 14,995 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||