TRB Wealth Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 2130988 HOUSTON, TX

Position in WMB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$289,108

-$576,173 QoQ

Shares Held

3,889

-67.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,338

of 1,824 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

TRB Wealth Management, LLC holds $873,509 across 3 Oil & Gas Midstream names. WMB ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	10,966	$350,583
2	WMB	Williams Companies, Inc. This page	3,889	$289,108
3	TRGP	Targa Resources Corp.	872	$233,818

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,108	3,889	-67.3%	Shares	Sole	2026-08-12
2026-03-31	$865,281	11,889	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.