Whalen Wealth Management Inc.

Position in WMB — Williams Companies, Inc.

CIK 1894447 LAS VEGAS, NV

Position in WMB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$733,141

+$32,925 QoQ

Shares Held

9,862

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#974

of 1,824 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $1,990,517 across 4 Oil & Gas Midstream names. WMB ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	9,862	$733,141
2	ET	Energy Transfer LP	27,714	$529,891
3	LNG	Cheniere Energy, Inc.	1,833	$438,105
4	PAA	Plains All American Pipeline LP	13,000	$289,380

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$733,141	9,862	+2.5%	Shares	Sole	2026-08-13
2026-03-31	$700,216	9,621	-2.4%	Shares	Sole	2026-04-13
2025-12-31	$592,444	9,856	-13.2%	Shares	Sole	2026-01-20
2025-09-30	$719,529	11,358	+23.8%	Shares	Sole	2025-10-09
2025-03-31	$548,178	9,173	—	Shares	Sole	2025-04-22
No filing history on record for this holder in this stock.