Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$690,395
-$5,017 QoQ
Shares Held
9,287
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#993
of 1,824 holders
Holding Since
Mar 2024
10 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, 2026Quotient Wealth Partners, LLC holds $2,971,106 across 6 Oil & Gas Midstream names. WMB ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VG |
Venture Global, Inc.
|
108,703 | $1,209,864 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
9,287 | $690,395 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
14,098 | $450,713 | |
| 4 | OKE |
Oneok Inc /New/
|
3,910 | $339,935 | |
| 5 | TRGP |
Targa Resources Corp.
|
820 | $219,874 | |
| 6 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
10,889 | $60,325 |
All Filings in WMB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,395 | 9,287 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $695,412 | 9,555 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $523,497 | 8,709 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $545,696 | 8,614 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $581,809 | 9,263 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $609,193 | 10,194 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $712,381 | 13,163 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $937,787 | 20,543 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $946,730 | 22,276 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $418,148 | 10,730 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||