Position in WMB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$449,013
-$150,766 QoQ
Shares Held
6,040
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,165
of 1,824 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $2,922,772 across 12 Oil & Gas Midstream names. WMB ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
2,547 | $608,758 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
16,235 | $519,032 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
13,502 | $496,333 | |
| 4 | WMB |
Williams Companies, Inc.
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|
6,040 | $449,013 | |
| 5 | OKE |
Oneok Inc /New/
|
4,103 | $356,714 | |
| 6 | ENB |
Enbridge Inc
|
3,892 | $210,985 | |
| 7 | FLNG |
Flex LNG Ltd.
|
7,514 | $210,842 | |
| 8 | TRP |
Tc Energy Corp
|
800 | $53,032 |
All Filings in WMB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,013 | 6,040 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $599,779 | 8,241 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $495,366 | 8,241 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $522,257 | 8,244 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $902,956 | 14,376 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $861,261 | 14,412 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $784,740 | 14,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $688,721 | 15,087 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $641,962 | 15,105 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $290,099 | 8,329 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $336,091 | 9,976 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $335,893 | 10,294 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $304,452 | 10,196 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $335,678 | 10,203 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $288,590 | 10,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,596 | 10,080 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $759,643 | 22,737 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $592,071 | 22,737 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||