Avion Wealth

Position in WMB — Williams Companies, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in WMB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$56,126

+$2,633 QoQ

Shares Held

755

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,615

of 1,824 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avion Wealth holds $5,887,993 across 16 Oil & Gas Midstream names. WMB ranks #7 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	96,078	$3,071,613
2	EPD	Enterprise Products Partners L.P.	47,669	$1,752,312
3	ET	Energy Transfer LP	28,446	$543,887
4	ENB	Enbridge Inc	3,170	$171,845
5	LNG	Cheniere Energy, Inc.	327	$78,156
6	OKE	Oneok Inc /New/	829	$72,073
7	WMB	Williams Companies, Inc. This page	755	$56,126
8	TRGP	Targa Resources Corp.	183	$49,069

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,126	755	+2.7%	Shares	Sole	2026-07-31
2026-03-31	$53,493	735	+1.0%	Shares	Sole	2026-05-01
2025-12-31	$43,760	728	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$46,182	729	-7.7%	Shares	Sole	2025-10-24
2025-06-30	$49,619	790	+13.8%	Shares	Sole	2025-07-31
2025-03-31	$37	694	0.0%	Shares	Sole	2025-05-09
2024-12-31	$37,559	694	+2.8%	Shares	Sole	2025-01-29
2024-09-30	$30,813	675	+285.7%	Shares	Sole	2024-10-18
2024-06-30	$7,437	175	+40.0%	Shares	Sole	2024-07-26
2024-03-31	$4,871	125	+54.3%	Shares	Sole	2024-05-03
2023-12-31	$2,821	81	0.0%	Shares	Sole	2024-01-26
2023-09-30	$2	81	+5.2%	Shares	Sole	2023-10-20
2023-06-30	$2	77	+71.1%	Shares	Sole	2023-07-14
2023-03-31	$1	45	-95.3%	Shares	Sole	2023-05-05
2020-03-31	$13,668	966	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.