Position in WMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$847,699
-$3,317 QoQ
Shares Held
11,403
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#927
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026Visionary Wealth Advisors holds $21,499,803 across 7 Oil & Gas Midstream names. WMB ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
436,280 | $13,947,871 | |
| 2 | ET |
Energy Transfer LP
|
171,704 | $3,282,980 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
62,624 | $2,302,058 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
11,403 | $847,699 | |
| 5 | OKE |
Oneok Inc /New/
|
6,367 | $553,546 | |
| 6 | ENB |
Enbridge Inc
|
8,646 | $468,699 | |
| 7 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
17,500 | $96,950 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,699 | 11,403 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $851,016 | 11,693 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $749,872 | 12,475 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $874,166 | 13,799 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $894,791 | 14,246 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $833,114 | 13,941 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $753,242 | 13,918 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $636,634 | 13,946 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $598,910 | 14,092 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $561,869 | 14,418 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $501,238 | 14,391 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $484,091 | 14,369 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $476,659 | 14,608 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $436,194 | 14,608 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $481,886 | 14,647 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $381,093 | 13,311 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $420,617 | 13,477 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $385,350 | 11,534 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $343,467 | 13,190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $342,926 | 13,220 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $369,576 | 13,920 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $334,597 | 14,124 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $284,088 | 14,169 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $297,088 | 15,119 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $290,511 | 15,274 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $201,552 | 14,244 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||