Icon Wealth Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1963212 HOUSTON, TX

Position in WMB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,545,063

+$121,576 QoQ

Shares Held

101,494

-0.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#435

of 1,827 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $47,792,385 across 14 Oil & Gas Midstream names. WMB ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	343,606	$12,630,956
2	WMB	Williams Companies, Inc. This page	101,494	$7,545,063
3	OKE	Oneok Inc /New/	77,695	$6,754,803
4	TRGP	Targa Resources Corp.	20,424	$5,476,491
5	ET	Energy Transfer LP	219,117	$4,189,517
6	KMI	Kinder Morgan, Inc.	129,090	$4,127,007
7	PAA	Plains All American Pipeline LP	109,102	$2,428,610
8	LNG	Cheniere Energy, Inc.	4,089	$977,311

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,545,063	101,494	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$7,423,487	101,999	-0.5%	Shares	Sole	2026-05-12
2025-12-31	$6,162,477	102,520	-11.9%	Shares	Sole	2026-02-13
2025-09-30	$7,373,116	116,387	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$7,373,831	117,399	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$7,010,505	117,311	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$6,295,509	116,325	+3.2%	Shares	Sole	2025-02-14
2024-09-30	$5,143,476	112,672	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$4,823,835	113,502	+9.3%	Shares	Sole	2024-08-14
2024-03-31	$4,046,333	103,832	-6.0%	Shares	Sole	2024-05-15
2023-12-31	$3,846,346	110,432	-7.9%	Shares	Sole	2024-02-14
2022-12-31	$3,945,170	119,914	+3.0%	Shares	Sole	2023-02-14
2022-09-30	$3,331,730	116,372	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.