Core Wealth Partners LLC

Position in WMB — Williams Companies, Inc.

CIK 1965078 SANTA ROSA, CA

Position in WMB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$292,453

+$6,792 QoQ

Shares Held

3,934

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,334

of 1,824 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Core Wealth Partners LLC holds $991,281 across 3 Oil & Gas Midstream names. WMB ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	13,254	$423,730
2	WMB	Williams Companies, Inc. This page	3,934	$292,453
3	ET	Energy Transfer LP	14,388	$275,098

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,453	3,934	+0.2%	Shares	Sole	2026-07-17
2026-03-31	$285,661	3,925	+18.9%	Shares	Sole	2026-05-08
2025-09-30	$209,181	3,302	-17.5%	Shares	Sole	2025-11-04
2025-06-30	$251,491	4,004	-78.3%	Shares	Sole	2025-08-11
2022-12-31	$606,182	18,425	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.