Position in WMB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,053,952
+$433,590 QoQ
Shares Held
81,436
+5.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#467
of 1,824 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026HB Wealth Management, LLC holds $33,359,088 across 17 Oil & Gas Midstream names. WMB ranks #1 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
81,436 | $6,053,952 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
164,218 | $6,036,653 | |
| 3 | ET |
Energy Transfer LP
|
215,505 | $4,120,455 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
107,117 | $3,424,530 | |
| 5 | OKE |
Oneok Inc /New/
|
35,263 | $3,065,765 | |
| 6 | TRGP |
Targa Resources Corp.
|
11,197 | $3,002,363 | |
| 7 | ENB |
Enbridge Inc
|
29,571 | $1,603,043 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5,553 | $1,327,222 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,053,952 | 81,436 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,620,362 | 77,224 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,463,468 | 74,255 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,533,832 | 71,568 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,991,073 | 63,542 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,968,123 | 66,401 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,383,715 | 44,045 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,700,051 | 37,241 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,482,612 | 34,885 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,204,757 | 30,915 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,114,699 | 32,004 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $944,566 | 28,037 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $833,663 | 25,549 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $727,091 | 24,350 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $685,142 | 20,825 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $366,005 | 12,784 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $353,390 | 11,323 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $573,014 | 17,151 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $332,140 | 12,755 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||