Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,481,493
+$904,374 QoQ
Shares Held
140,994
+7.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#378
of 1,827 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $40,392,628 across 20 Oil & Gas Midstream names. WMB ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
140,994 | $10,481,493 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
284,806 | $9,105,247 | |
| 3 | OKE |
Oneok Inc /New/
|
39,526 | $3,436,390 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
88,011 | $3,235,284 | |
| 5 | VG |
Venture Global, Inc.
|
265,154 | $2,951,163 | |
| 6 | ET |
Energy Transfer LP
|
133,394 | $2,550,492 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
97,643 | $2,369,794 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,360 | $1,520,103 |
All Filings in WMB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,481,493 | 140,994 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||