Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$451,912
+$10,720 QoQ
Shares Held
6,079
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,162
of 1,824 holders
Holding Since
Jun 2024
9 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, 2026Balboa Wealth Partners holds $3,701,737 across 7 Oil & Gas Midstream names. WMB ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
4,208 | $1,005,754 | |
| 2 | OKE |
Oneok Inc /New/
|
9,744 | $847,143 | |
| 3 | ENB |
Enbridge Inc
|
9,977 | $540,853 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
6,079 | $451,912 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
12,123 | $387,572 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
7,043 | $258,900 | |
| 7 | MPLX |
Mplx LP
|
3,721 | $209,603 |
All Filings in WMB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,912 | 6,079 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $441,192 | 6,062 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $357,474 | 5,947 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $363,819 | 5,743 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $352,301 | 5,609 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $328,799 | 5,502 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $552,456 | 10,208 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $279,925 | 6,132 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $258,782 | 6,089 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||