VISTA INVESTMENT PARTNERS LLC

Position in WMB — Williams Companies, Inc.

CIK 2023386 Oklahoma City, OK

Position in WMB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,698,765

+$38,875 QoQ

Shares Held

36,303

-0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#624

of 1,824 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS LLC holds $8,056,170 across 6 Oil & Gas Midstream names. WMB ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	36,300	$3,155,922
2	WMB	Williams Companies, Inc. This page	36,303	$2,698,765
3	EPD	Enterprise Products Partners L.P.	30,097	$1,106,365
4	TRGP	Targa Resources Corp.	2,046	$548,614
5	ET	Energy Transfer LP	17,492	$334,447
6	KMI	Kinder Morgan, Inc.	6,633	$212,057

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,698,765	36,303	-0.7%	Shares	Sole	2026-07-09
2026-03-31	$2,659,890	36,547	-0.1%	Shares	Sole	2026-04-09
2025-12-31	$2,198,823	36,580	-0.1%	Shares	Sole	2026-01-16
2025-09-30	$2,319,560	36,615	-0.2%	Shares	Sole	2025-10-16
2025-06-30	$2,305,127	36,700	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$2,188,172	36,616	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$1,985,013	36,678	-0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,674,944	36,691	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$1,560,940	36,728	+0.1%	Shares	Sole	2024-07-19
2024-03-31	$1,430,199	36,700	+0.1%	Shares	Sole	2024-05-16
2023-12-31	$1,277,285	36,672	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.