Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$477,262
-$1,708,175 QoQ
Shares Held
6,420
-78.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,140
of 1,824 holders
Holding Since
Dec 2022
13 quarters on record
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $10,703,376 across 22 Oil & Gas Midstream names. WMB ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
41,444 | $3,603,141 | |
| 2 | ET |
Energy Transfer LP
|
74,490 | $1,424,248 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
35,349 | $1,299,429 | |
| 4 | ENB |
Enbridge Inc
|
22,552 | $1,222,543 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
35,018 | $1,119,525 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
3,139 | $750,252 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
6,420 | $477,262 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,282 | $343,755 |
All Filings in WMB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,262 | 6,420 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,185,437 | 30,028 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,317,240 | 38,550 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $260,241 | 4,108 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $322,089 | 5,128 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $464,096 | 7,766 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $420,025 | 7,761 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $315,898 | 6,920 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $400,945 | 9,434 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $341,805 | 8,771 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $234,718 | 6,967 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $169,156 | 5,665 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $332,816 | 10,116 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||