Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$299,515
+$2,791 QoQ
Shares Held
4,029
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,323
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, 2026Sovereign Financial Group, Inc. holds $2,684,283 across 6 Oil & Gas Midstream names. WMB ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
26,950 | $990,682 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
2,584 | $617,601 | |
| 3 | ET |
Energy Transfer LP
|
16,130 | $308,405 | |
| 4 | WMB |
Williams Companies, Inc.
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|
4,029 | $299,515 | |
| 5 | OKE |
Oneok Inc /New/
|
2,783 | $241,954 | |
| 6 | DTM |
DT Midstream, Inc.
|
1,541 | $226,126 |
All Filings in WMB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,515 | 4,029 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $296,724 | 4,077 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $240,920 | 4,008 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $251,689 | 3,973 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||