Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$911,705
-$1,712,159 QoQ
Shares Held
12,264
-66.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#895
of 1,824 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $2,932,611 across 7 Oil & Gas Midstream names. WMB ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
12,264 | $911,705 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
28,232 | $902,577 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
1,838 | $439,300 | |
| 4 | ENB |
Enbridge Inc
|
4,439 | $240,638 | |
| 5 | VNOM |
Viper Energy, Inc.
|
5,268 | $223,363 | |
| 6 | TRGP |
Targa Resources Corp.
|
784 | $210,221 | |
| 7 | NFE |
New Fortress Energy Inc.
|
13,243 | $4,807 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,705 | 12,264 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,623,864 | 36,052 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,269,513 | 37,756 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||