Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,855,229
+$301,668 QoQ
Shares Held
24,956
+16.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#720
of 1,824 holders
Holding Since
Jun 2023
4 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, 2026Fiduciary Alliance LLC holds $14,983,496 across 6 Oil & Gas Midstream names. WMB ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
309,064 | $9,880,776 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
24,956 | $1,855,229 | |
| 3 | ENB |
Enbridge Inc
|
25,977 | $1,408,213 | |
| 4 | ET |
Energy Transfer LP
|
44,389 | $848,717 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,973 | $529,040 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
12,555 | $461,521 |
All Filings in WMB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,855,229 | 24,956 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,553,561 | 21,346 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $754,079 | 12,545 | Shares | Sole | 2026-01-22 | |
| 2023-06-30 | $53,154 | 1,629 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||