SHRIER WEALTH MANAGEMENT, LLC
Position in WMB — Williams Companies, Inc.
CIK 2075389
LOS ANGELES, CA
Position in WMB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,315,681
+$120,354 QoQ
Shares Held
71,505
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.50%
of 13F equity value
Holder Rank
#485
of 1,824 holders
Holding Since
Dec 2025
3 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $16,229,741 across 6 Oil & Gas Midstream names. WMB ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
71,505 | $5,315,681 | |
| 2 | ENB |
Enbridge Inc
|
83,995 | $4,553,368 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
82,750 | $3,041,890 | |
| 4 | OKE |
Oneok Inc /New/
|
25,251 | $2,195,321 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
18,911 | $604,584 | |
| 6 | ET |
Energy Transfer LP
|
27,139 | $518,897 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,315,681 | 71,505 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,195,327 | 71,384 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,273,340 | 71,092 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||