CVA Family Office, LLC
Family OfficePosition in WMB — Williams Companies, Inc.
CIK 1802084
DENVER, CO
Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$170,387
-$20,587 QoQ
Shares Held
2,292
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,524
of 1,824 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $6,264,369 across 25 Oil & Gas Midstream names. WMB ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
148,261 | $2,834,750 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
57,350 | $1,833,479 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,321 | $793,752 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
8,906 | $327,384 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
2,292 | $170,387 | |
| 6 | OKE |
Oneok Inc /New/
|
1,357 | $117,977 | |
| 7 | TRGP |
Targa Resources Corp.
|
329 | $88,218 | |
| 8 | DTM |
DT Midstream, Inc.
|
131 | $19,222 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,387 | 2,292 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $190,974 | 2,624 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $112,345 | 1,869 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $123,152 | 1,944 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $125,305 | 1,995 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $124,838 | 2,089 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $99,039 | 1,830 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $72,035 | 1,578 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $56,482 | 1,329 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $51,011 | 1,309 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $52,070 | 1,495 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $51,881 | 1,590 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $49,866 | 1,670 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $40,796 | 1,240 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $40,368 | 1,410 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $39,480 | 1,265 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $42,263 | 1,265 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $32,940 | 1,265 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $28,408 | 1,070 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $25,585 | 1,080 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||