Position in WMB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,069
+$918 QoQ
Shares Held
122
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,741
of 1,824 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $177,024 across 9 Oil & Gas Midstream names. WMB ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
2,058 | $111,564 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
202 | $48,280 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
122 | $9,069 | |
| 4 | OKE |
Oneok Inc /New/
|
42 | $3,651 | |
| 5 | TRGP |
Targa Resources Corp.
|
10 | $2,681 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
30 | $959 | |
| 7 | DTM |
DT Midstream, Inc.
|
5 | $733 | |
| 8 | AM |
Antero Midstream Corp
|
2 | $45 |
All Filings in WMB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,069 | 122 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,151 | 112 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,732 | 112 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,095 | 112 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,034 | 112 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,693 | 112 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,061 | 112 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,112 | 112 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,760 | 112 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,364 | 112 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,691 | 106 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,571 | 106 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,458 | 106 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,179 | 73 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,875 | 57 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,631 | 57 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,778 | 57 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,904 | 57 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,484 | 57 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,478 | 57 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,513 | 57 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,350 | 57 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,142 | 57 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,120 | 57 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||