Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$959,803
+$277,200 QoQ
Shares Held
12,911
+37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#883
of 1,824 holders
Holding Since
Jun 2023
11 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, 2026PDS Planning, Inc holds $6,647,459 across 14 Oil & Gas Midstream names. WMB ranks #1 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
12,911 | $959,803 | |
| 2 | TRGP |
Targa Resources Corp.
|
3,144 | $843,032 | |
| 3 | ET |
Energy Transfer LP
|
42,266 | $808,125 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
2,718 | $649,629 | |
| 5 | OKE |
Oneok Inc /New/
|
5,855 | $509,033 | |
| 6 | ENB |
Enbridge Inc
|
9,237 | $500,737 | |
| 7 | MPLX |
Mplx LP
|
7,025 | $395,718 | |
| 8 | EPD |
Enterprise Products Partners L.P.
|
10,401 | $382,340 |
All Filings in WMB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,803 | 12,911 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $682,603 | 9,379 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $543,875 | 9,048 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $496,030 | 7,830 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $518,873 | 8,261 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $427,284 | 7,150 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $361,196 | 6,674 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $270,750 | 5,931 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $250,197 | 5,887 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,246 | 5,780 | Shares | Sole | 2024-05-01 | |
| 2023-06-30 | $207,200 | 6,350 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||