J. Derek Lewis & Associates Inc.

Position in WMB — Williams Companies, Inc.

CIK 2077884 NEWPORT BEACH, CA

Position in WMB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$429,387

-$18,501 QoQ

Shares Held

5,776

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,183

of 1,827 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

J. Derek Lewis & Associates Inc. holds $1,157,925 across 3 Oil & Gas Midstream names. WMB ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	3,007	$718,703
2	WMB	Williams Companies, Inc. This page	5,776	$429,387
3	NFE	New Fortress Energy Inc.	27,095	$9,835

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,387	5,776	-6.1%	Shares	Sole	2026-07-31
2026-03-31	$447,888	6,154	-3.8%	Shares	Sole	2026-05-21
2025-12-31	$384,583	6,398	—	Shares	Sole	2026-03-23
No filing history on record for this holder in this stock.