Position in WMB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$268,293
+$40,419 QoQ
Shares Held
3,609
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 183 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SteelPeak Wealth, LLC holds $8,283,902 across 7 Oil & Gas Midstream names. WMB ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
|
199,449 | $4,994,202 | |
| 2 | OKE |
Oneok Inc /New/
|
11,714 | $1,018,415 | |
| 3 | MPLX |
Mplx LP
|
13,595 | $765,806 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
23,040 | $736,588 | |
| 5 | ET |
Energy Transfer LP
|
15,519 | $296,723 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
3,609 | $268,293 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
853 | $203,875 |
All Filings in WMB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,293 | 3,609 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $227,874 | 3,131 | Shares | Sole | 2026-05-05 | |
| 2024-09-30 | $858,493 | 18,806 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $811,750 | 19,100 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $434,991 | 12,489 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $546,249 | 16,214 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $349,826 | 10,721 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $325,115 | 10,888 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $286,361 | 8,704 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $252,516 | 8,820 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $293,904 | 9,417 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $498,343 | 14,916 | Shares | Sole | 2022-05-10 | |
| 2021-03-31 | $669,313 | 28,253 | Shares | Sole | 2021-05-18 | |
| 2020-09-30 | $238,629 | 12,144 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $142,207 | 10,050 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||