SageGuard Financial Group, LLC
Position in WMB — Williams Companies, Inc.
CIK 1861378
GOODLETTSVILLE, TN
Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$568,180
-$2,487 QoQ
Shares Held
7,643
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,065
of 1,824 holders
Holding Since
Dec 2025
3 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, 2026SageGuard Financial Group, LLC holds $13,324,634 across 9 Oil & Gas Midstream names. WMB ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
314,021 | $6,004,081 | |
| 2 | OKE |
Oneok Inc /New/
|
26,288 | $2,285,478 | |
| 3 | WES |
Western Midstream Partners, LP
|
44,477 | $1,946,313 | |
| 4 | MPLX |
Mplx LP
|
15,127 | $852,103 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
15,999 | $588,123 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
7,643 | $568,180 | |
| 7 | ENB |
Enbridge Inc
|
7,701 | $417,471 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
11,174 | $388,631 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,180 | 7,643 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $570,667 | 7,841 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $507,328 | 8,440 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||