Mowery & Schoenfeld Wealth Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$144,368
+$3,030 QoQ
Shares Held
1,942
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,542
of 1,824 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $235,259 across 4 Oil & Gas Midstream names. WMB ranks #1 (61.4% of the industry book) .
All Filings in WMB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,368 | 1,942 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $141,338 | 1,942 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $116,733 | 1,942 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $123,025 | 1,942 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $127,064 | 2,023 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $120,894 | 2,023 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $109,484 | 2,023 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,677 | 1,373 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $58,352 | 1,373 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||