ELEVATION WEALTH PARTNERS, LLC
Position in WMB — Williams Companies, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in WMB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$27,728
+$6,477 QoQ
Shares Held
373
+27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,671
of 1,824 holders
Holding Since
Sep 2025
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $301,925 across 11 Oil & Gas Midstream names. WMB ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
3,543 | $130,240 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
2,279 | $72,859 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
373 | $27,728 | |
| 4 | OKE |
Oneok Inc /New/
|
301 | $26,168 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
52 | $12,428 | |
| 6 | TRGP |
Targa Resources Corp.
|
40 | $10,725 | |
| 7 | AM |
Antero Midstream Corp
|
438 | $9,964 | |
| 8 | ENB |
Enbridge Inc
|
92 | $4,987 |
All Filings in WMB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,728 | 373 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $21,251 | 292 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,694 | 128 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,624 | 73 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||