JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in WMB — Williams Companies, Inc.

CIK 2122180 AMMON, ID

Back to WMB Full portfolio

Position in WMB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$277,436

+$4,075 QoQ

Shares Held

3,732

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,351

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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,629,805 across 3 Oil & Gas Midstream names. WMB ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	14,516	$786,912
2	OKE	Oneok Inc /New/	6,504	$565,457
3	WMB	Williams Companies, Inc. This page	3,732	$277,436

All Filings in WMB

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,436	3,732	-0.6%	Shares	Other	2026-07-24
2026-03-31	$273,361	3,756	-70.6%	Shares	Other	2026-05-15
2025-12-31	$769,167	12,796	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.