Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$427,603
+$9,046 QoQ
Shares Held
5,752
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,182
of 1,824 holders
Holding Since
Sep 2024
8 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, 2026Tower Wealth Partners, Inc. holds $936,115 across 2 Oil & Gas Midstream names. WMB ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
5,849 | $508,512 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
5,752 | $427,603 |
All Filings in WMB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,603 | 5,752 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $418,557 | 5,751 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $321,828 | 5,354 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $323,718 | 5,110 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $344,826 | 5,490 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $303,760 | 5,083 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $248,464 | 4,591 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $200,860 | 4,400 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||