Position in WMB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,836,433
+$5,609,033 QoQ
Shares Held
78,510
+21.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#470
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026SOA Wealth Advisors, LLC. holds $16,419,896 across 9 Oil & Gas Midstream names. WMB ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
81,671 | $7,100,476 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
78,510 | $5,836,433 | |
| 3 | ET |
Energy Transfer LP
|
87,219 | $1,667,627 | |
| 4 | AM |
Antero Midstream Corp
|
56,533 | $1,286,125 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
6,611 | $243,020 | |
| 6 | MPLX |
Mplx LP
|
3,191 | $179,749 | |
| 7 | ENB |
Enbridge Inc
|
915 | $49,602 | |
| 8 | DTM |
DT Midstream, Inc.
|
278 | $40,793 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,836,433 | 78,510 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $227,400 | 64,818 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $251,839 | 65,702 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $262,042 | 65,702 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $241,876 | 65,408 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $52,986 | 18,318 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $31,930 | 590 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||