Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$482,466
+$17,402 QoQ
Shares Held
6,490
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,135
of 1,824 holders
Holding Since
Jun 2020
23 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, 2026XML Financial, LLC holds $14,218,109 across 8 Oil & Gas Midstream names. WMB ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
220,289 | $7,042,639 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
102,139 | $3,754,629 | |
| 3 | ENB |
Enbridge Inc
|
16,259 | $881,400 | |
| 4 | ET |
Energy Transfer LP
|
40,336 | $771,224 | |
| 5 | TRGP |
Targa Resources Corp.
|
2,585 | $693,141 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
6,490 | $482,466 | |
| 7 | DTM |
DT Midstream, Inc.
|
2,503 | $367,290 | |
| 8 | MPLX |
Mplx LP
|
4,000 | $225,320 |
All Filings in WMB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,466 | 6,490 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $465,064 | 6,390 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $475,470 | 7,910 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $407,023 | 6,425 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $364,298 | 5,800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $346,608 | 5,800 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $398,485 | 7,363 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $312,702 | 6,850 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $278,290 | 6,548 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $323,840 | 8,310 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $288,810 | 8,292 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $296,404 | 8,798 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $314,226 | 9,630 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $387,164 | 12,966 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $437,175 | 13,288 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $367,151 | 12,824 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $261,134 | 8,367 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $472,851 | 14,153 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $404,948 | 15,551 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $396,778 | 15,296 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $285,784 | 10,764 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $211,306 | 10,539 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $220,879 | 11,613 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||