Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,993,535
+$255,854 QoQ
Shares Held
94,075
+1.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#449
of 1,819 holders
Holding Since
Dec 2023
7 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, 2026Turtle Creek Wealth Advisors, LLC holds $82,841,358 across 15 Oil & Gas Midstream names. WMB ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAGP |
Plains Gp Holdings LP
|
810,338 | $19,666,903 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
430,166 | $15,812,902 | |
| 3 | ET |
Energy Transfer LP
|
744,449 | $14,233,864 | |
| 4 | MPLX |
Mplx LP
|
150,386 | $8,471,243 | |
| 5 | WMB |
Williams Companies, Inc.
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|
94,075 | $6,993,535 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
132,224 | $4,227,201 | |
| 7 | ENB |
Enbridge Inc
|
49,444 | $2,680,359 | |
| 8 | TRGP |
Targa Resources Corp.
|
7,658 | $2,053,416 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,993,535 | 94,075 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,737,681 | 92,576 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,358,025 | 89,137 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,922,041 | 77,696 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,680,978 | 74,526 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,320,528 | 72,298 | Shares | Sole | 2025-05-01 | |
| 2023-12-31 | $25,948 | 745 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||