Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$129,946
+$6,366 QoQ
Shares Held
1,748
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,546
of 1,824 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,601,964 across 20 Oil & Gas Midstream names. WMB ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
9,268 | $340,691 | |
| 2 | TNCAF |
Tc Energy Corp
|
4,053 | $268,673 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
8,035 | $256,878 | |
| 4 | OKE |
Oneok Inc /New/
|
2,745 | $238,650 | |
| 5 | PAA |
Plains All American Pipeline LP
|
9,700 | $215,922 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
1,748 | $129,946 | |
| 7 | PBA |
Pembina Pipeline Corp
|
930 | $43,012 | |
| 8 | SOBO |
South Bow Corp
|
715 | $25,196 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,946 | 1,748 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $123,580 | 1,698 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $94,553 | 1,573 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $102,056 | 1,611 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $87,054 | 1,386 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $80,377 | 1,345 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $72,791 | 1,345 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||