Coppell Advisory Solutions LLC

Position in WMB — Williams Companies, Inc.

CIK 1848433 COPPELL, TX

Position in WMB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$549,458

+$162,891 QoQ

Shares Held

12,765

+98.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,080

of 1,824 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Coppell Advisory Solutions LLC holds $7,927,678 across 5 Oil & Gas Midstream names. WMB ranks #2 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	38,059	$7,070,102
2	WMB	Williams Companies, Inc. This page	12,765	$549,458
3	TRP	Tc Energy Corp	8,187	$279,918
4	DLNG	Dynagas LNG Partners LP	10,490	$20,709
5	EPD	Enterprise Products Partners L.P.	12,834	$7,491

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,458	12,765	+98.5%	Shares	Sole	2026-08-14
2025-12-31	$386,567	6,431	+10.9%	Shares	Sole	2026-02-17
2025-09-30	$367,493	5,801	+11.6%	Shares	Sole	2025-11-14
2025-06-30	$326,549	5,199	+14.0%	Shares	Sole	2025-08-14
2025-03-31	$272,625	4,562	+473.1%	Shares	Sole	2025-05-16
2024-12-31	$43,079	796	+3.4%	Shares	Sole	2025-02-14
2024-09-30	$35,150	770	0.0%	Shares	Sole	2024-11-14
2024-06-30	$32,725	770	-70.3%	Shares	Sole	2024-08-15
2023-12-31	$90,174	2,589	+2342.5%	Shares	Sole	2024-02-14
2023-09-30	$3,571	106	-76.9%	Shares	Sole	2023-11-14
2023-06-30	$14,944	458	+332.1%	Shares	Sole	2023-08-17
2022-12-31	$3,487	106	—	Shares	Sole	2023-05-19
No filing history on record for this holder in this stock.