Position in WMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,369
+$428 QoQ
Shares Held
274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,686
of 1,824 holders
Holding Since
Dec 2025
3 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, 2026RMG Wealth Management LLC holds $24,231 across 2 Oil & Gas Midstream names. WMB ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
274 | $20,369 | |
| 2 | ET |
Energy Transfer LP
|
202 | $3,862 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,369 | 274 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,941 | 274 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,470 | 274 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||