Phillips Wealth Planners LLC

Position in WMB — Williams Companies, Inc.

CIK 1962628 STARKVILLE, MS

Position in WMB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,736,359

+$44,734 QoQ

Shares Held

23,357

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#733

of 1,824 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $3,543,240 across 7 Oil & Gas Midstream names. WMB ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	23,357	$1,736,359
2	KMI	Kinder Morgan, Inc.	12,735	$407,137
3	OKE	Oneok Inc /New/	3,994	$347,238
4	EPD	Enterprise Products Partners L.P.	8,605	$316,319
5	ENB	Enbridge Inc	5,519	$299,184
6	ET	Energy Transfer LP	12,212	$233,493
7	TRP	Tc Energy Corp	3,070	$203,510

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,736,359	23,357	+0.5%	Shares	Sole	2026-08-07
2026-03-31	$1,691,625	23,243	-6.9%	Shares	Sole	2026-05-14
2025-12-31	$1,500,165	24,957	-2.7%	Shares	Defined	2026-02-10
2025-09-30	$1,625,244	25,655	-6.1%	Shares	Defined	2025-11-07
2025-06-30	$1,716,534	27,329	+10.2%	Shares	Defined	2025-07-11
2025-03-31	$1,481,689	24,794	-11.3%	Shares	Defined	2025-04-23
2024-12-31	$1,512,545	27,948	-11.8%	Shares	Defined	2025-01-17
2024-09-30	$1,446,511	31,687	-13.6%	Shares	Defined	2024-10-29
2024-06-30	$1,558,985	36,682	+2.2%	Shares	Sole	2024-08-02
2024-03-31	$1,398,321	35,882	+3.3%	Shares	Defined	2024-04-29
2023-12-31	$1,209,889	34,737	-1.4%	Shares	Defined	2024-02-12
2023-09-30	$1,186,797	35,227	+7.2%	Shares	Defined	2023-10-30
2023-06-30	$1,072,156	32,858	-0.9%	Shares	Defined	2023-07-26
2023-03-31	$990,127	33,159	-4.1%	Shares	Defined	2023-05-15
2022-12-31	$1,137,188	34,565	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.