Medallion Wealth Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 2131139
FARMINGTON, CT
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,697
-$57,099 QoQ
Shares Held
534
-59.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,643
of 1,827 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $540,554 across 10 Oil & Gas Midstream names. WMB ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
5,322 | $195,636 | |
| 2 | ENB |
Enbridge Inc
|
2,121 | $114,979 | |
| 3 | ET |
Energy Transfer LP
|
5,922 | $113,228 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
534 | $39,697 | |
| 5 | PBA |
Pembina Pipeline Corp
|
600 | $27,750 | |
| 6 | PAGP |
Plains Gp Holdings LP
|
595 | $14,440 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
52 | $12,428 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
384 | $9,615 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,697 | 534 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,796 | 1,330 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $79,945 | 1,330 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $84,254 | 1,330 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $83,537 | 1,330 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $79,480 | 1,330 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $65,214 | 1,205 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||