Position in WMB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$225,919
New position
Shares Held
3,039
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,446
of 1,824 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Evanson Financial, LLC holds $9,404,503 across 7 Oil & Gas Midstream names. WMB ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
74,200 | $2,727,592 | |
| 2 | OKE |
Oneok Inc /New/
|
30,662 | $2,665,754 | |
| 3 | ET |
Energy Transfer LP
|
83,013 | $1,587,208 | |
| 4 | ENB |
Enbridge Inc
|
16,908 | $916,582 | |
| 5 | WES |
Western Midstream Partners, LP
|
18,097 | $791,924 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
15,312 | $489,524 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
3,039 | $225,919 |
All Filings in WMB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,919 | 3,039 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||