Position in WMB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$825,694
+$3,790 QoQ
Shares Held
11,107
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#934
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Mayflower Financial Advisors, LLC holds $4,040,058 across 7 Oil & Gas Midstream names. WMB ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
34,638 | $1,273,292 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
11,107 | $825,694 | |
| 3 | OKE |
Oneok Inc /New/
|
6,966 | $605,624 | |
| 4 | ET |
Energy Transfer LP
|
24,135 | $461,461 | |
| 5 | PBA |
Pembina Pipeline Corp
|
7,612 | $352,055 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
9,829 | $314,233 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
869 | $207,699 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,694 | 11,107 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $821,904 | 11,293 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $626,586 | 10,424 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $673,853 | 10,637 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $393,567 | 6,266 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $283,680 | 4,747 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $231,200 | 4,272 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||