Confluence Wealth Services, Inc.
Position in WMB — Williams Companies, Inc.
CIK 1910411
MCMURRAY, PA
Position in WMB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$604,978
+$79,507 QoQ
Shares Held
8,138
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,044
of 1,824 holders
Holding Since
Dec 2021
17 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, 2026Confluence Wealth Services, Inc. holds $9,182,103 across 10 Oil & Gas Midstream names. WMB ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
253,943 | $4,855,390 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
34,570 | $1,105,202 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
21,002 | $772,033 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
8,138 | $604,978 | |
| 5 | ENB |
Enbridge Inc
|
11,086 | $600,972 | |
| 6 | OKE |
Oneok Inc /New/
|
4,426 | $384,796 | |
| 7 | MPLX |
Mplx LP
|
5,733 | $322,939 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
988 | $236,141 |
All Filings in WMB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,978 | 8,138 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $525,471 | 7,220 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $433,453 | 7,211 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $456,120 | 7,200 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $451,603 | 7,190 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $429,017 | 7,179 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $387,932 | 7,168 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $319,139 | 6,991 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $297,245 | 6,994 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $277,388 | 7,118 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $241,998 | 6,948 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $233,539 | 6,932 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $225,669 | 6,916 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $205,406 | 6,879 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $209,276 | 6,361 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $187,072 | 5,994 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $153,219 | 5,884 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||