EVOLUTION WEALTH MANAGEMENT INC.
Position in WMB — Williams Companies, Inc.
CIK 2010029
FORT MYERS, FL
Position in WMB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,292
+$195 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,740
of 1,824 holders
Holding Since
Dec 2025
3 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $216,262 across 9 Oil & Gas Midstream names. WMB ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
1,881 | $101,969 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
768 | $24,552 | |
| 3 | ET |
Energy Transfer LP
|
1,204 | $23,020 | |
| 4 | TRP |
Tc Energy Corp
|
251 | $16,638 | |
| 5 | GLP |
Global Partners LP
|
345 | $16,073 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
414 | $15,218 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
125 | $9,292 | |
| 8 | MPLX |
Mplx LP
|
100 | $5,633 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,292 | 125 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,097 | 125 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,513 | 125 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||