Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,530,703
+$490,610 QoQ
Shares Held
47,494
+13.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#576
of 1,824 holders
Holding Since
Dec 2023
11 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, 2026WCG Wealth Advisors LLC holds $16,121,931 across 6 Oil & Gas Midstream names. WMB ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
60,503 | $5,260,130 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
107,100 | $3,936,996 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
47,494 | $3,530,703 | |
| 4 | ENB |
Enbridge Inc
|
31,538 | $1,709,674 | |
| 5 | ET |
Energy Transfer LP
|
57,238 | $1,094,390 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
18,456 | $590,038 |
All Filings in WMB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,530,703 | 47,494 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,040,093 | 41,771 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,244,076 | 53,969 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,707,219 | 26,949 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,461,651 | 23,271 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,343,882 | 22,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,203,791 | 22,243 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $977,959 | 21,423 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $818,380 | 19,256 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $441,880 | 11,339 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $361,291 | 10,373 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||