Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$352,594
+$30,325 QoQ
Shares Held
4,743
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,253
of 1,824 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $1,072,113 across 17 Oil & Gas Midstream names. WMB ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
1,545 | $369,270 | |
| 2 | WMB |
Williams Companies, Inc.
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|
4,743 | $352,594 | |
| 3 | TRGP |
Targa Resources Corp.
|
593 | $159,007 | |
| 4 | DTM |
DT Midstream, Inc.
|
878 | $128,837 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
603 | $29,149 | |
| 6 | TRP |
Tc Energy Corp
|
156 | $10,341 | |
| 7 | OKE |
Oneok Inc /New/
|
95 | $8,259 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
178 | $5,690 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,594 | 4,743 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $322,269 | 4,428 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $263,822 | 4,389 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $277,726 | 4,384 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $96,538 | 1,537 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,494 | 25 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||