Lloyd Advisory Services, LLC.

Position in WMB — Williams Companies, Inc.

CIK 1802474 SUWANEE, GA

Position in WMB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$9,738

-$246,811 QoQ

Shares Held

131

-96.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,739

of 1,824 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $434,531 across 5 Oil & Gas Midstream names. WMB ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	4,525	$245,300
2	TNCAF	Tc Energy Corp	2,518	$166,918
3	WMB	Williams Companies, Inc. This page	131	$9,738
4	EPD	Enterprise Products Partners L.P.	186	$6,837
5	OKE	Oneok Inc /New/	66	$5,738

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,738	131	-96.3%	Shares	Sole	2026-08-07
2026-03-31	$256,549	3,525	-26.5%	Shares	Sole	2026-05-13
2024-06-30	$203,872	4,797	-22.4%	Shares	Sole	2024-08-05
2023-12-31	$215,353	6,183	-43.4%	Shares	Sole	2024-02-13
2023-09-30	$368,096	10,926	+65.1%	Shares	Sole	2023-11-13
2022-06-30	$206,547	6,618	-0.1%	Shares	Other	2022-08-15
2022-03-31	$221,274	6,623	+18.3%	Shares	Other	2022-05-02
2021-12-31	$145,745	5,597	+22.5%	Shares	Other	2022-01-26
2021-09-30	$118,493	4,568	-3.3%	Shares	Other	2021-10-21
2021-06-30	$125,422	4,724	+569.1%	Shares	Other	2021-08-09
2021-03-31	$16,725	706	0.0%	Shares	Other	2021-05-04
2020-12-31	$14,155	706	0.0%	Shares	Other	2021-02-04
2020-09-30	$13,872	706	—	Shares	Other	2020-10-28
No filing history on record for this holder in this stock.