Claris Financial LLC

Position in WMB — Williams Companies, Inc.

CIK 2060278 GLEN ALLEN, VA

Position in WMB

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$370,377

+$81,309 QoQ

Shares Held

5,089

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Claris Financial LLC holds $1,021,963 across 3 Oil & Gas Midstream names. WMB ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	5,089	$370,377
2	PAA	Plains All American Pipeline LP	15,591	$348,147
3	OKE	Oneok Inc /New/	3,357	$303,439

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$370,377	5,089	+5.8%	Shares	Sole	2026-05-18
2025-12-31	$289,068	4,809	+28.0%	Shares	Sole	2026-02-19
2025-09-30	$238,005	3,757	—	Shares	Sole	2026-04-07
No filing history on record for this holder in this stock.