Position in WMB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$52,038
-$15,574 QoQ
Shares Held
700
-24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,615
of 1,819 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $187,649 across 14 Oil & Gas Midstream names. WMB ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
700 | $52,038 | |
| 2 | TRGP |
Targa Resources Corp.
|
192 | $51,482 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
154 | $36,807 | |
| 4 | INSW |
International Seaways, Inc.
|
248 | $18,994 | |
| 5 | OKE |
Oneok Inc /New/
|
179 | $15,562 | |
| 6 | DHT |
DHT Holdings, Inc.
|
216 | $3,570 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
75 | $2,397 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
54 | $1,878 |
All Filings in WMB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,038 | 700 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $67,612 | 929 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $39,732 | 661 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $38,200 | 603 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $41,454 | 660 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $36,931 | 618 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $29,874 | 552 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $19,994 | 438 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $15,257 | 359 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,508 | 244 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,333 | 67 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||