PRECEDENT WEALTH PARTNERS, LLC

Position in WMB — Williams Companies, Inc.

CIK 2008666 HOUSTON, TX

Position in WMB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$662,741

+$132,612 QoQ

Shares Held

8,915

+22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,012

of 1,824 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PRECEDENT WEALTH PARTNERS, LLC holds $4,945,944 across 5 Oil & Gas Midstream names. WMB ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	104,108	$3,328,332
2	WMB	Williams Companies, Inc. This page	8,915	$662,741
3	PAGP	Plains Gp Holdings LP	16,837	$408,633
4	OKE	Oneok Inc /New/	3,790	$329,502
5	EPD	Enterprise Products Partners L.P.	5,896	$216,736

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$662,741	8,915	+22.4%	Shares	Sole	2026-07-21
2026-03-31	$530,129	7,284	-7.5%	Shares	Sole	2026-04-14
2025-12-31	$473,125	7,871	-10.8%	Shares	Sole	2026-01-07
2025-09-30	$559,000	8,824	-5.8%	Shares	Sole	2025-10-14
2025-06-30	$588,278	9,366	+8.0%	Shares	Sole	2025-07-21
2025-03-31	$518,418	8,675	-2.3%	Shares	Sole	2025-04-17
2024-12-31	$480,315	8,875	-4.3%	Shares	Sole	2025-01-21
2024-09-30	$423,129	9,269	+8.5%	Shares	Sole	2024-10-17
2024-06-30	$362,950	8,540	-11.8%	Shares	Sole	2024-07-23
2024-03-31	$377,463	9,686	-3.8%	Shares	Sole	2024-04-23
2023-12-31	$350,598	10,066	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.