Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$435,409
-$74,196 QoQ
Shares Held
5,857
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,176
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, 2026Tulsa Wealth Advisors, INC holds $1,945,817 across 2 Oil & Gas Midstream names. WMB ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
17,373 | $1,510,408 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
5,857 | $435,409 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,409 | 5,857 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $509,605 | 7,002 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,379,644 | 22,952 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||