Position in WMB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,683
+$535 QoQ
Shares Held
63
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,769
of 1,824 holders
Holding Since
Dec 2024
6 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, 2026Activest Wealth Management holds $131,782 across 12 Oil & Gas Midstream names. WMB ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
1,086 | $61,174 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
1,124 | $35,934 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
87 | $20,793 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
63 | $4,683 | |
| 5 | OKE |
Oneok Inc /New/
|
49 | $4,260 | |
| 6 | TRGP |
Targa Resources Corp.
|
13 | $3,485 | |
| 7 | NFE |
New Fortress Energy Inc.
|
1,124 | $408 | |
| 8 | VNOM |
Viper Energy, Inc.
|
9 | $381 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,683 | 63 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,148 | 57 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $5,574 | 88 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $19,533 | 311 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $16,553 | 277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $487 | 9 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||