Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,931,947
+$156,698 QoQ
Shares Held
25,988
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#705
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Savvy Advisors, Inc. holds $9,779,163 across 15 Oil & Gas Midstream names. WMB ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
67,066 | $2,144,100 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
25,988 | $1,931,947 | |
| 3 | STNG |
Scorpio Tankers Inc.
|
12,315 | $852,936 | |
| 4 | INSW |
International Seaways, Inc.
|
10,600 | $811,854 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
19,110 | $702,483 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
2,117 | $505,984 | |
| 7 | OKE |
Oneok Inc /New/
|
5,791 | $503,469 | |
| 8 | ENB |
Enbridge Inc
|
7,719 | $418,446 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,931,947 | 25,988 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,775,249 | 24,392 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $903,393 | 15,029 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,012,903 | 15,989 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $770,804 | 12,272 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $303,102 | 5,072 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $212,691 | 3,930 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||