Position in WMB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$9,577,119
+$2,570,337 QoQ
Shares Held
131,590
+12.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Arkadios Wealth Advisors holds $40,782,068 across 15 Oil & Gas Midstream names. WMB ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
301,894 | $10,122,505 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
131,590 | $9,577,119 | |
| 3 | VG |
Venture Global, Inc.
|
229,767 | $3,621,127 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
87,821 | $3,323,145 | |
| 5 | ET |
Energy Transfer LP
|
153,677 | $2,965,965 | |
| 6 | OKE |
Oneok Inc /New/
|
31,209 | $2,820,980 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
96,014 | $2,331,219 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,451 | $1,830,535 |
All Filings in WMB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,577,119 | 131,590 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,006,782 | 116,566 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,220,082 | 98,186 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,946,727 | 78,757 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,713,964 | 62,148 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $571,074 | 10,552 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $913,136 | 20,003 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $258,995 | 6,094 | Shares | Sole | 2024-07-29 | |
| 2021-12-31 | $404,948 | 15,551 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,149,453 | 44,312 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,375,688 | 51,815 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,124,848 | 47,482 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $220 | 11 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $373 | 19 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $741 | 39 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,202 | 85 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||