JPL Wealth Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$157,674
+$3,164 QoQ
Shares Held
2,121
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,532
of 1,824 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026JPL Wealth Management, LLC holds $587,521 across 21 Oil & Gas Midstream names. WMB ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
2,121 | $157,674 | |
| 2 | ENB |
Enbridge Inc
|
2,821 | $152,926 | |
| 3 | CQP |
Cheniere Energy Partners, L.P.
|
2,174 | $132,505 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
1,602 | $51,215 | |
| 5 | OKE |
Oneok Inc /New/
|
440 | $38,253 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
95 | $22,705 | |
| 7 | TRGP |
Targa Resources Corp.
|
37 | $9,920 | |
| 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 | $157,674 | 2,121 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $154,510 | 2,123 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $129,423 | 2,043 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||