Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,237
+$1,763 QoQ
Shares Held
57
+67.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,772
of 1,824 holders
Holding Since
Mar 2025
6 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, 2026American Capital Advisory, LLC holds $284,534 across 11 Oil & Gas Midstream names. WMB ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
8,702 | $166,382 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
2,747 | $100,979 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
57 | $4,237 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
109 | $3,484 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
12 | $2,868 | |
| 6 | OKE |
Oneok Inc /New/
|
32 | $2,782 | |
| 7 | TRGP |
Targa Resources Corp.
|
10 | $2,681 | |
| 8 | VNOM |
Viper Energy, Inc.
|
11 | $466 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,237 | 57 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,474 | 34 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,683 | 28 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,267 | 20 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,319 | 21 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $956 | 16 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||