FIDELIS CAPITAL PARTNERS, LLC

Position in WMB — Williams Companies, Inc.

CIK 1962755 TAMPA, FL

Position in WMB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,807,920

-$242,049 QoQ

Shares Held

145,385

-4.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#375

of 1,824 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Energy · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $25,840,543 across 11 Oil & Gas Midstream names. WMB ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	145,385	$10,807,920
2	LNG	Cheniere Energy, Inc.	13,570	$3,243,365
3	ET	Energy Transfer LP	117,605	$2,248,607
4	EPD	Enterprise Products Partners L.P.	49,876	$1,833,441
5	TRGP	Targa Resources Corp.	5,430	$1,456,000
6	OKE	Oneok Inc /New/	14,686	$1,276,800
7	MPLX	Mplx LP	20,194	$1,137,528
8	WES	Western Midstream Partners, LP	25,020	$1,094,875

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,807,920	145,385	-4.2%	Shares	Sole	2026-08-13
2026-03-31	$11,049,969	151,827	+2.5%	Shares	Sole	2026-05-06
2025-12-31	$8,905,296	148,150	+120.3%	Shares	Sole	2026-02-09
2025-09-30	$4,260,160	67,248	+132.1%	Shares	Sole	2025-11-03
2025-06-30	$1,819,856	28,974	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$1,713,618	28,675	-0.2%	Shares	Sole	2025-05-01
2024-12-31	$1,554,542	28,724	+7.9%	Shares	Sole	2025-02-06
2024-09-30	$1,215,431	26,625	+1.5%	Shares	Sole	2024-10-25
2024-06-30	$1,115,072	26,237	+5.2%	Shares	Sole	2024-08-13
2023-12-31	$868,973	24,949	+3.1%	Shares	Sole	2024-01-31
2023-09-30	$815,533	24,207	-2.1%	Shares	Sole	2023-11-08
2023-06-30	$806,450	24,715	+3.0%	Shares	Sole	2023-08-10
2023-03-31	$716,699	24,002	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.