Copia Wealth Management

Position in WMB — Williams Companies, Inc.

CIK 2058771 BEND, OR

Position in WMB

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$33,899

+$712 QoQ

Shares Held

456

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,655

of 1,824 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Copia Wealth Management holds $137,811 across 6 Oil & Gas Midstream names. WMB ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	205	$54,968
2	EPD	Enterprise Products Partners L.P.	1,109	$40,766
3	WMB	Williams Companies, Inc. This page	456	$33,899
4	OKE	Oneok Inc /New/	56	$4,868
5	PAGP	Plains Gp Holdings LP	135	$3,276
6	FRO	Frontline plc	1	$34

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,899	456	0.0%	Shares	Sole	2026-08-18
2026-03-31	$33,187	456	0.0%	Shares	Sole	2026-05-04
2025-12-31	$27,410	456	0.0%	Shares	Sole	2026-02-06
2025-09-30	$28,887	456	0.0%	Shares	Sole	2025-10-31
2025-06-30	$28,641	456	+29.9%	Shares	Sole	2025-07-28
2025-03-31	$20,975	351	0.0%	Shares	Sole	2025-04-17
2024-12-31	$18,996	351	—	Shares	Sole	2025-03-06
No filing history on record for this holder in this stock.