Position in WMB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,434
+$156 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,758
of 1,824 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $498,126 across 8 Oil & Gas Midstream names. WMB ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
5,517 | $176,378 | |
| 2 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
25,772 | $142,776 | |
| 3 | ENB |
Enbridge Inc
|
881 | $47,759 | |
| 4 | OKE |
Oneok Inc /New/
|
500 | $43,470 | |
| 5 | MPLX |
Mplx LP
|
712 | $40,106 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
733 | $26,945 | |
| 7 | TNCAF |
Tc Energy Corp
|
200 | $13,258 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
100 | $7,434 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,434 | 100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,278 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,011 | 100 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,335 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,281 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,976 | 100 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||