Position in WMB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,180,742
+$24,778 QoQ
Shares Held
15,883
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#825
of 1,824 holders
Holding Since
Jun 2025
5 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, 2026Arista Wealth Management, LLC holds $4,673,360 across 10 Oil & Gas Midstream names. WMB ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
15,883 | $1,180,742 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
21,043 | $672,744 | |
| 3 | PAGP |
Plains Gp Holdings LP
|
17,562 | $426,229 | |
| 4 | MPLX |
Mplx LP
|
7,306 | $411,546 | |
| 5 | TRP |
Tc Energy Corp
|
6,200 | $410,998 | |
| 6 | ET |
Energy Transfer LP
|
18,437 | $352,515 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
9,300 | $341,868 | |
| 8 | PAA |
Plains All American Pipeline LP
|
14,600 | $324,996 |
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,180,742 | 15,883 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,155,964 | 15,883 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $954,727 | 15,883 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,008,278 | 15,916 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $999,683 | 15,916 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||