Position in WMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$516,886
+$246,290 QoQ
Shares Held
6,953
+87.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,113
of 1,827 holders
Holding Since
Sep 2022
8 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, 2026Symphony Financial, Ltd. Co. holds $2,666,813 across 6 Oil & Gas Midstream names. WMB ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
8,125 | $706,387 | |
| 2 | ENB |
Enbridge Inc
|
10,050 | $544,810 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
6,953 | $516,886 | |
| 4 | TRGP |
Targa Resources Corp.
|
1,151 | $308,629 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,101 | $297,792 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,223 | $292,309 |
All Filings in WMB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,886 | 6,953 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $270,596 | 3,718 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $231,417 | 3,653 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $187,990 | 2,993 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $585,140 | 13,768 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $224,701 | 5,766 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $402,739 | 11,563 | Shares | Sole | 2024-01-18 | |
| 2022-09-30 | $531,945 | 18,580 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||