Position in WMB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$523,502
+$15,789 QoQ
Shares Held
7,042
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,103
of 1,824 holders
Holding Since
Dec 2021
19 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, 2026High Net Worth Advisory Group LLC holds $866,480 across 2 Oil & Gas Midstream names. WMB ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
7,042 | $523,502 | |
| 2 | OKE |
Oneok Inc /New/
|
3,945 | $342,978 |
All Filings in WMB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,502 | 7,042 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $507,713 | 6,976 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $431,048 | 7,171 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $459,604 | 7,255 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $637,458 | 10,149 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $606,145 | 10,143 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $548,668 | 10,138 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $513,014 | 11,238 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $477,615 | 11,238 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $514,598 | 13,205 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $585,318 | 16,805 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $524,047 | 15,555 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $531,314 | 16,283 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $377,131 | 12,630 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $422,107 | 12,830 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $413,331 | 14,437 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $249,711 | 8,001 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $46,373 | 1,388 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $49,163 | 1,888 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||