Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,343,175
+$41,942 QoQ
Shares Held
18,068
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#794
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $2,652,665 across 9 Oil & Gas Midstream names. WMB ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
18,068 | $1,343,175 | |
| 2 | TRGP |
Targa Resources Corp.
|
2,564 | $687,510 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
9,815 | $313,785 | |
| 4 | OKE |
Oneok Inc /New/
|
2,769 | $240,736 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
1,500 | $55,140 | |
| 6 | ENB |
Enbridge Inc
|
134 | $7,264 | |
| 7 | TNCAF |
Tc Energy Corp
|
47 | $3,115 | |
| 8 | ET |
Energy Transfer LP
|
89 | $1,701 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343,175 | 18,068 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,301,233 | 17,879 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,231,593 | 20,489 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,317,426 | 20,796 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,276,236 | 20,319 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,245,338 | 20,839 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,078,503 | 19,928 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $911,950 | 19,977 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $776,135 | 18,262 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $684,196 | 17,557 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $588,522 | 16,897 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $437,498 | 12,986 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $379,030 | 11,616 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $322,249 | 10,792 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $292,974 | 8,905 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $179,882 | 6,283 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $98,124 | 3,144 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $105,107 | 3,146 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $80,724 | 3,100 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $48,222 | 1,859 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $49,356 | 1,859 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $9,452 | 399 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $7,999 | 399 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $7,840 | 399 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $4,070 | 214 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $50,175 | 3,546 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||