Position in WMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$205,252
-$78,807 QoQ
Shares Held
2,761
-29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,506
of 1,824 holders
Holding Since
Sep 2025
4 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, 2026waypoint wealth counsel holds $209,242 across 2 Oil & Gas Midstream names. WMB ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
2,761 | $205,252 | |
| 2 | NFE |
New Fortress Energy Inc.
|
10,993 | $3,990 |
All Filings in WMB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,252 | 2,761 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $284,059 | 3,903 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $370,818 | 6,169 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $428,688 | 6,767 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||