Kellett Wealth Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1910381 CINCINNATI, OH

Position in WMB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$327,096

+$21,420 QoQ

Shares Held

4,400

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,286

of 1,824 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Kellett Wealth Advisors, LLC holds $1,229,859 across 3 Oil & Gas Midstream names. WMB ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	12,046	$653,013
2	WMB	Williams Companies, Inc. This page	4,400	$327,096
3	PBA	Pembina Pipeline Corp	5,400	$249,750

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,096	4,400	+4.8%	Shares	Sole	2026-07-23
2026-03-31	$305,676	4,200	0.0%	Shares	Sole	2026-05-04
2025-12-31	$252,462	4,200	0.0%	Shares	Sole	2026-01-23
2025-09-30	$266,070	4,200	0.0%	Shares	Sole	2025-10-21
2025-06-30	$263,802	4,200	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.