Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,018,554
-$20,304 QoQ
Shares Held
27,153
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#693
of 1,824 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $12,719,501 across 10 Oil & Gas Midstream names. WMB ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
134,661 | $2,574,718 | |
| 2 | OKE |
Oneok Inc /New/
|
26,862 | $2,335,382 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
27,153 | $2,018,554 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
55,197 | $1,764,648 | |
| 5 | ENB |
Enbridge Inc
|
31,351 | $1,699,537 | |
| 6 | KNTK |
Kinetik Holdings Inc.
|
17,846 | $862,675 | |
| 7 | DTM |
DT Midstream, Inc.
|
3,798 | $557,318 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,843 | $494,182 |
All Filings in WMB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,018,554 | 27,153 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,038,858 | 28,014 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $1,887,259 | 29,791 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,144,333 | 34,140 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,511,892 | 42,033 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,622,763 | 48,462 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,861,889 | 62,692 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,566,720 | 36,864 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,788,927 | 71,566 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,392,612 | 68,694 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,039,019 | 60,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $961,606 | 29,470 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,861,502 | 62,341 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,988,147 | 60,430 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $566,072 | 19,772 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $598,639 | 19,181 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $328,052 | 9,819 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||