Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,061,054
+$153,415 QoQ
Shares Held
14,273
+14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#856
of 1,824 holders
Holding Since
Jun 2025
5 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, 2026VestGen Advisors, LLC holds $18,745,803 across 14 Oil & Gas Midstream names. WMB ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
324,712 | $6,208,493 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
66,543 | $2,127,379 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
56,152 | $2,064,147 | |
| 4 | OKE |
Oneok Inc /New/
|
22,801 | $1,982,318 | |
| 5 | DTM |
DT Midstream, Inc.
|
9,092 | $1,334,160 | |
| 6 | TRGP |
Targa Resources Corp.
|
4,212 | $1,129,405 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
14,273 | $1,061,054 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
3,304 | $789,689 |
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,054 | 14,273 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $907,639 | 12,471 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $497,290 | 8,273 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $425,205 | 6,712 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $217,071 | 3,456 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||