Everhart Financial Group, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1852858 Dublin, OH

Position in WMB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,544,339

-$125,452 QoQ

Shares Held

20,774

-9.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#763

of 1,824 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,762,313 across 6 Oil & Gas Midstream names. WMB ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	20,774	$1,544,339
2	LNG	Cheniere Energy, Inc.	3,338	$797,815
3	KMI	Kinder Morgan, Inc.	17,056	$545,280
4	TRGP	Targa Resources Corp.	1,284	$344,291
5	MPLX	Mplx LP	5,000	$281,650
6	EPD	Enterprise Products Partners L.P.	6,772	$248,938

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,544,339	20,774	-9.5%	Shares	Sole	2026-07-09
2026-03-31	$1,669,791	22,943	-26.0%	Shares	Sole	2026-04-09
2025-12-31	$1,864,732	31,022	+51.2%	Shares	Sole	2026-01-07
2025-09-30	$1,299,815	20,518	+18.3%	Shares	Sole	2025-11-04
2025-06-30	$1,089,125	17,340	+12.7%	Shares	Sole	2025-08-07
2025-03-31	$919,766	15,391	+5.4%	Shares	Sole	2025-04-16
2024-12-31	$790,422	14,605	+4.5%	Shares	Sole	2025-01-30
2024-09-30	$637,730	13,970	+19.6%	Shares	Sole	2024-11-04
2024-06-30	$496,272	11,677	+39.4%	Shares	Sole	2024-07-24
2024-03-31	$326,451	8,377	+1.9%	Shares	Sole	2024-05-13
2023-12-31	$286,441	8,224	+25.9%	Shares	Sole	2024-01-12
2023-09-30	$220,130	6,534	-6.2%	Shares	Sole	2023-10-25
2022-06-30	$217,471	6,968	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.