Position in WMB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$27,505
New position
Shares Held
370
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,672
of 1,824 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Allied Private Wealth LLC holds $1,280,661 across 15 Oil & Gas Midstream names. WMB ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
7,807 | $439,768 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
8,754 | $321,797 | |
| 3 | ET |
Energy Transfer LP
|
11,508 | $220,032 | |
| 4 | ENB |
Enbridge Inc
|
1,691 | $91,669 | |
| 5 | OKE |
Oneok Inc /New/
|
702 | $61,031 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
1,203 | $38,459 | |
| 7 | PAA |
Plains All American Pipeline LP
|
1,428 | $31,787 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
370 | $27,505 |
All Filings in WMB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,505 | 370 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||