Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,057
-$2,865 QoQ
Shares Held
216
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,708
of 1,824 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $564,656 across 20 Oil & Gas Midstream names. WMB ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
844 | $226,310 | |
| 2 | OKE |
Oneok Inc /New/
|
1,677 | $145,798 | |
| 3 | DTM |
DT Midstream, Inc.
|
265 | $38,886 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
946 | $30,243 | |
| 5 | GLNG |
Golar Lng Ltd
|
464 | $23,125 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
82 | $19,598 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
216 | $16,057 | |
| 8 | AM |
Antero Midstream Corp
|
611 | $13,900 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,057 | 216 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,922 | 260 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,082 | 201 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $12,163 | 192 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $15,262 | 243 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,999 | 251 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,097 | 242 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,047 | 242 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,285 | 242 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,430 | 242 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,428 | 242 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,624 | 256 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,646 | 265 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,301 | 345 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,113 | 277 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,613 | 231 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,175 | 294 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $6,614 | 254 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,992 | 231 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||