Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$79,618
+$1,744 QoQ
Shares Held
1,071
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,576
of 1,824 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $506,232 across 9 Oil & Gas Midstream names. WMB ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
4,887 | $275,284 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
1,071 | $79,618 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
238 | $56,884 | |
| 4 | ET |
Energy Transfer LP
|
2,106 | $40,266 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,208 | $38,619 | |
| 6 | OKE |
Oneok Inc /New/
|
80 | $6,955 | |
| 7 | ENB |
Enbridge Inc
|
101 | $5,475 | |
| 8 | TNCAF |
Tc Energy Corp
|
43 | $2,850 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,618 | 1,071 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $77,874 | 1,070 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $64,317 | 1,070 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||