Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$694,707
+$342,016 QoQ
Shares Held
9,345
+92.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#988
of 1,824 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Excelsior Advisor Network LLC holds $25,679,076 across 7 Oil & Gas Midstream names. WMB ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
38,340 | $10,280,487 | |
| 2 | ET |
Energy Transfer LP
|
412,459 | $7,886,215 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
128,762 | $4,733,291 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
3,956 | $945,523 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
9,345 | $694,707 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
21,468 | $686,331 | |
| 7 | OKE |
Oneok Inc /New/
|
5,205 | $452,522 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,707 | 9,345 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $352,691 | 4,846 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,926 | 4,790 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||