Advyzon Investment Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 2011872 LISLE, IL

Position in WMB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$814,914

+$77,653 QoQ

Shares Held

10,962

+8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#941

of 1,824 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $3,004,109 across 5 Oil & Gas Midstream names. WMB ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	10,962	$814,914
2	TRGP	Targa Resources Corp.	2,612	$700,380
3	ENB	Enbridge Inc	10,651	$577,389
4	KMI	Kinder Morgan, Inc.	16,947	$541,794
5	TRP	Tc Energy Corp	5,576	$369,632

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$814,914	10,962	+8.2%	Shares	Other	2026-08-14
2026-03-31	$737,261	10,130	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.