SageView Advisory Group, LLC
Position in WMB — Williams Companies, Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$848,442
+$200,045 QoQ
Shares Held
11,413
+28.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#926
of 1,824 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $848,442 across 1 Oil & Gas Midstream name. WMB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
11,413 | $848,442 |
All Filings in WMB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,442 | 11,413 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $648,397 | 8,909 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $505,825 | 8,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,080,560 | 17,057 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,090,884 | 17,368 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,037,851 | 17,367 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $981,303 | 18,132 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $882,688 | 19,336 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,216,095 | 28,614 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,584,973 | 45,506 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,287,395 | 38,213 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,432,750 | 43,909 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,254,657 | 42,018 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $406,940 | 12,369 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||