Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,700,422
+$3,309,084 QoQ
Shares Held
49,777
+825.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#566
of 1,824 holders
Holding Since
Mar 2024
10 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, 2026Diversify Advisory Services, LLC holds $16,557,364 across 11 Oil & Gas Midstream names. WMB ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
49,777 | $3,700,422 | |
| 2 | ENB |
Enbridge Inc
|
60,387 | $3,273,579 | |
| 3 | ET |
Energy Transfer LP
|
99,789 | $1,907,965 | |
| 4 | OKE |
Oneok Inc /New/
|
21,829 | $1,897,813 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
33,846 | $1,636,115 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
45,970 | $1,469,660 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
28,733 | $1,056,225 | |
| 8 | MPLX |
Mplx LP
|
10,467 | $589,606 |
All Filings in WMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,700,422 | 49,777 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $391,338 | 5,377 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,225,091 | 37,017 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,469,509 | 38,982 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,423,146 | 38,579 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,506,669 | 25,212 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,279,992 | 23,651 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,073,459 | 23,515 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $994,075 | 23,390 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,347,114 | 34,568 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||