Private Wealth Management Group, LLC

Position in WMB — Williams Companies, Inc.

CIK 2011342 PRINCETON, NJ

Position in WMB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$34,865

+$732 QoQ

Shares Held

469

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,654

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

Private Wealth Management Group, LLC holds $124,142 across 10 Oil & Gas Midstream names. WMB ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	1,209	$38,651
2	WMB	Williams Companies, Inc. This page	469	$34,865
3	AM	Antero Midstream Corp	712	$16,198
4	DTM	DT Midstream, Inc.	49	$7,190
5	INSW	International Seaways, Inc.	85	$6,510
6	LNG	Cheniere Energy, Inc.	26	$6,214
7	GLNG	Golar Lng Ltd	104	$5,183
8	FLNG	Flex LNG Ltd.	160	$4,489

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,865	469	0.0%	Shares	Sole	2026-07-27
2026-03-31	$34,133	469	0.0%	Shares	Sole	2026-04-23
2025-12-31	$28,191	469	0.0%	Shares	Sole	2026-01-23
2025-09-30	$29,711	469	0.0%	Shares	Sole	2025-10-17
2025-06-30	$29,457	469	+104.8%	Shares	Sole	2025-07-29
2025-03-31	$13,685	229	0.0%	Shares	Sole	2025-05-02
2024-12-31	$12,393	229	-16.4%	Shares	Sole	2025-01-27
2024-09-30	$12,508	274	0.0%	Shares	Sole	2024-10-29
2024-06-30	$11,645	274	0.0%	Shares	Sole	2024-08-13
2024-03-31	$10,677	274	0.0%	Shares	Sole	2024-04-30
2023-12-31	$9,543	274	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.