WJ Financial Advisors LLC

Position in WMB — Williams Companies, Inc.

CIK 2095682 KILLINGWORTH, CT

Position in WMB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$762,951

+$15,428 QoQ

Shares Held

10,263

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#963

of 1,824 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

WJ Financial Advisors LLC holds $3,474,331 across 5 Oil & Gas Midstream names. WMB ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	40,142	$1,283,339
2	WMB	Williams Companies, Inc. This page	10,263	$762,951
3	EPD	Enterprise Products Partners L.P.	17,379	$638,852
4	TRGP	Targa Resources Corp.	2,190	$587,226
5	LNG	Cheniere Energy, Inc.	845	$201,963

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,951	10,263	-0.1%	Shares	Defined	2026-08-13
2026-03-31	$747,523	10,271	-0.9%	Shares	Defined	2026-05-04
2025-12-31	$622,919	10,363	-0.3%	Shares	Defined	2026-02-02
2025-09-30	$658,713	10,398	—	Shares	Defined	2025-11-06
No filing history on record for this holder in this stock.