Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$145,557
+$77,438 QoQ
Shares Held
1,958
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,540
of 1,824 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $311,480 across 16 Oil & Gas Midstream names. WMB ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
1,958 | $145,557 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
1,707 | $62,749 | |
| 3 | OKE |
Oneok Inc /New/
|
298 | $25,908 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
562 | $17,967 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
58 | $13,862 | |
| 6 | HESM |
Hess Midstream LP
|
280 | $10,528 | |
| 7 | DTM |
DT Midstream, Inc.
|
41 | $6,016 | |
| 8 | ENB |
Enbridge Inc
|
105 | $5,692 |
All Filings in WMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,557 | 1,958 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $68,119 | 1,748 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||