Perennial Investment Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1801523
Los Angeles, CA
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$236,549
+$11,441 QoQ
Shares Held
3,182
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,432
of 1,824 holders
Holding Since
Sep 2025
3 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, 2026Perennial Investment Advisors, LLC holds $1,561,066 across 6 Oil & Gas Midstream names. WMB ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRP |
Tc Energy Corp
|
5,352 | $354,784 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
1,397 | $333,896 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
3,182 | $236,549 | |
| 4 | ET |
Energy Transfer LP
|
11,452 | $218,962 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
5,766 | $211,958 | |
| 6 | OKE |
Oneok Inc /New/
|
2,357 | $204,917 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,549 | 3,182 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,108 | 3,093 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $206,774 | 3,264 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||