INDEPENDENT FINANCIAL GROUP, LLC
Position in WMB — Williams Companies, Inc.
CIK 275484
SAN DIEGO, CA
Position in WMB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$544,168
+$90,312 QoQ
Shares Held
7,320
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#354
of 694 holders
Holding Since
Dec 2021
19 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. WMB ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
7,320 | $544,168 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,168 | 7,320 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $453,856 | 6,236 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $351,282 | 5,844 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $421,720 | 6,657 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $401,984 | 6,400 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $247,406 | 4,140 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $658,261 | 12,163 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $934,957 | 20,481 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $913,495 | 21,494 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $850,559 | 21,826 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $785,904 | 22,564 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $794,376 | 23,579 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $757,472 | 23,214 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $673,074 | 22,541 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $685,668 | 20,841 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $572,829 | 20,008 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $566,118 | 18,139 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $556,243 | 16,649 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $302,454 | 11,615 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||