SIERRA SUMMIT ADVISORS LLC
Position in WMB — Williams Companies, Inc.
CIK 2012614
INCLINE VILLAGE, NV
Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,549,118
+$43,085 QoQ
Shares Held
34,290
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#145
of 636 holders
Holding Since
Dec 2023
11 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, 2026SIERRA SUMMIT ADVISORS LLC holds $3,633,454 across 2 Oil & Gas Midstream names. WMB ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
34,290 | $2,549,118 | |
| 2 | CMBT |
Cmb.Tech NV
|
77,508 | $1,084,336 |
All Filings in WMB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,549,118 | 34,290 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,506,033 | 34,433 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,035,985 | 33,871 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,134,641 | 33,696 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,530,428 | 24,366 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,422,347 | 23,801 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $483,724 | 8,938 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $432,898 | 9,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $403,027 | 9,483 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $369,552 | 9,483 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $399,952 | 11,483 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||