Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,915,444
+$179,132 QoQ
Shares Held
25,766
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#709
of 1,824 holders
Holding Since
Jun 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, 2026Clearstead Advisors, LLC holds $10,908,557 across 35 Oil & Gas Midstream names. WMB ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
93,924 | $3,452,646 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
25,766 | $1,915,444 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
59,428 | $1,899,913 | |
| 4 | ENB |
Enbridge Inc
|
22,533 | $1,221,513 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
2,972 | $710,337 | |
| 6 | OKE |
Oneok Inc /New/
|
4,921 | $427,831 | |
| 7 | TRGP |
Targa Resources Corp.
|
1,260 | $337,856 | |
| 8 | MPLX |
Mplx LP
|
4,038 | $227,460 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915,444 | 25,766 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,736,312 | 23,857 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,000,290 | 16,641 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $941,697 | 14,865 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $913,571 | 14,545 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $692,080 | 11,581 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $668,923 | 12,360 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $552,091 | 12,094 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $504,220 | 11,864 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $94,736 | 2,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $91,219 | 2,619 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $87,594 | 2,600 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $29,269 | 897 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,674 | 324 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,883 | 422 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,517 | 1,031 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $28,931 | 927 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,897 | 835 | Shares | Sole | 2022-05-04 | |
| 2021-06-30 | $2,814 | 106 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||