Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$249,781
-$44,031 QoQ
Shares Held
3,360
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,410
of 1,824 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $463,342 across 2 Oil & Gas Midstream names. WMB ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
3,360 | $249,781 | |
| 2 | VG |
Venture Global, Inc.
|
19,188 | $213,561 |
All Filings in WMB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,781 | 3,360 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $293,812 | 4,037 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $272,658 | 4,536 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $325,935 | 5,145 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $441,617 | 7,031 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $409,654 | 6,855 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $481,613 | 8,899 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $508,951 | 11,149 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $489,260 | 11,512 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $462,456 | 11,867 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $384,696 | 11,045 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $416,104 | 12,351 | Shares | Other | 2023-10-05 | |
| 2023-06-30 | $416,782 | 12,773 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $381,400 | 12,773 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $427,864 | 13,005 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||