Position in WMB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,921,391
-$30,568 QoQ
Shares Held
25,846
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#707
of 1,824 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GoalVest Advisory LLC holds $5,210,281 across 7 Oil & Gas Midstream names. WMB ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
25,846 | $1,921,391 | |
| 2 | OKE |
Oneok Inc /New/
|
18,116 | $1,575,005 | |
| 3 | DHT |
DHT Holdings, Inc.
|
87,485 | $1,446,127 | |
| 4 | PAA |
Plains All American Pipeline LP
|
9,399 | $209,221 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,405 | $44,917 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
273 | $10,035 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15 | $3,585 |
All Filings in WMB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,391 | 25,846 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,951,959 | 26,820 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,869,901 | 31,108 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,186,271 | 34,511 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,049,364 | 32,628 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,909,152 | 31,947 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,645,518 | 30,405 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,494,626 | 32,741 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,350,097 | 31,767 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,460,595 | 37,480 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,259,208 | 36,153 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,101,629 | 32,699 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,054,764 | 32,325 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,254,120 | 42,000 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,171,305 | 35,602 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $900,613 | 31,457 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $804,312 | 25,771 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $19,711 | 590 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||