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Grey Fox Wealth Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1965362 ROCKLAND, DE

Position in WMB

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$437,416
+$422,973 QoQ
Shares Held
5,884
+2480.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#320
of 577 holders
Holding Since
Dec 2022
4 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, 2026

Grey Fox Wealth Advisors, LLC holds $11,203,843 across 3 Oil & Gas Midstream names. WMB ranks #2 (3.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WMB
Williams Companies, Inc.
This page
5,884 $437,416

All Filings in WMB

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $437,416 5,884
2025-09-30 $14,443 228
2023-03-31 $477 16
2022-12-31 $526 16