Position in WMB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$58,877
-$12,447 QoQ
Shares Held
792
-19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,611
of 1,824 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $3,088,944 across 14 Oil & Gas Midstream names. WMB ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
34,147 | $2,968,740 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
792 | $58,877 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
468 | $17,203 | |
| 4 | ENB |
Enbridge Inc
|
303 | $16,425 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
249 | $7,960 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
24 | $5,736 | |
| 7 | WES |
Western Midstream Partners, LP
|
118 | $5,163 | |
| 8 | VG |
Venture Global, Inc.
|
259 | $2,882 |
All Filings in WMB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,877 | 792 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $71,324 | 980 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $52,295 | 870 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $39,973 | 631 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $39,821 | 634 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $37,887 | 634 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,640 | 289 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $12,553 | 275 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,497 | 247 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,794 | 277 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $8,637 | 248 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $8,995 | 267 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $8,059 | 247 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $6,539 | 219 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $5,198 | 158 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $2,948 | 103 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||