Challenger Wealth Management

Position in WMB — Williams Companies, Inc.

CIK 2057602 ALISO VIEJO, CA

Position in WMB

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

Position Value

$513,986

+$12,241 QoQ

Shares Held

6,914

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,113

of 1,824 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Challenger Wealth Management holds $1,366,385 across 3 Oil & Gas Midstream names. WMB ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	6,914	$513,986
2	OKE	Oneok Inc /New/	5,616	$488,255
3	EPD	Enterprise Products Partners L.P.	9,906	$364,144

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,986	6,914	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$501,745	6,894	-4.5%	Shares	Sole	2026-05-28
2025-12-31	$433,873	7,218	-5.3%	Shares	Sole	2026-02-17
2025-09-30	$482,917	7,623	-7.8%	Shares	Sole	2025-11-14
2025-06-30	$519,061	8,264	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$501,326	8,389	+0.2%	Shares	Sole	2025-05-16
2024-12-31	$453,200	8,374	—	Shares	Sole	2025-02-24
No filing history on record for this holder in this stock.