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Kingsview Wealth Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 1791965 GRANTS PASS, OR

Position in WMB

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$7,883,384
+$1,217,246 QoQ
Shares Held
108,318
-2.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
20 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 Mar 31, 2026

Kingsview Wealth Management, LLC holds $43,266,911 across 17 Oil & Gas Midstream names. WMB ranks #1 (18.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMB
Williams Companies, Inc.
This page
108,318 $7,883,384

All Filings in WMB

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20 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,883,384 108,318
2025-12-31 $6,666,138 110,899
2025-09-30 $7,110,213 112,237
2025-06-30 $6,384,008 101,640
2025-03-31 $6,215,040 104,000
2024-12-31 $5,458,489 100,859
2024-09-30 $4,616,675 101,132
2024-06-30 $4,361,010 102,612
2024-03-31 $4,423,211 113,503
2023-12-31 $3,422,778 98,271
2023-09-30 $3,287,571 97,583
2023-06-30 $3,007,735 92,177
2023-03-31 $1,223,662 40,980
2022-12-31 $1,579,890 48,021
2022-09-30 $1,549,169 54,110
2022-06-30 $1,504,415 48,203
2022-03-31 $984,392 29,464
2021-12-31 $254,931 9,790
2021-06-30 $789,570 29,739
2020-09-30 $221,062 11,250