Soltis Investment Advisors LLC
Position in WMB — Williams Companies, Inc.
CIK 1802530
ST. GEORGE, UT
Position in WMB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$269,110
+$21,513 QoQ
Shares Held
3,620
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,362
of 1,824 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Soltis Investment Advisors LLC holds $14,938,904 across 8 Oil & Gas Midstream names. WMB ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
199,679 | $10,824,598 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
7,260 | $1,735,212 | |
| 3 | TRGP |
Targa Resources Corp.
|
2,387 | $640,050 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
14,202 | $522,065 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
12,756 | $407,809 | |
| 6 | ET |
Energy Transfer LP
|
17,492 | $334,447 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
3,620 | $269,110 | |
| 8 | OKE |
Oneok Inc /New/
|
2,365 | $205,613 |
All Filings in WMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,110 | 3,620 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $247,597 | 3,402 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||