Position in WMB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$70,251
+$6,060 QoQ
Shares Held
945
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,591
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $1,182,992 across 16 Oil & Gas Midstream names. WMB ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
12,159 | $446,964 | |
| 2 | ET |
Energy Transfer LP
|
8,475 | $162,042 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
3,160 | $101,025 | |
| 4 | TRGP |
Targa Resources Corp.
|
300 | $80,442 | |
| 5 | WES |
Western Midstream Partners, LP
|
1,835 | $80,299 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
331 | $79,112 | |
| 7 | OKE |
Oneok Inc /New/
|
901 | $78,332 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
945 | $70,251 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,251 | 945 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $64,191 | 882 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $42,257 | 703 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $44,471 | 702 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $43,967 | 700 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $41,832 | 700 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $66,892 | 1,236 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $114,170 | 2,501 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $106,292 | 2,501 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $97,463 | 2,501 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $91,219 | 2,619 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $88,234 | 2,619 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $81,607 | 2,501 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $74,679 | 2,501 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $82,282 | 2,501 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $80,192 | 2,801 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $78,056 | 2,501 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $83,558 | 2,501 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $65,126 | 2,501 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $64,875 | 2,501 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $65,658 | 2,473 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $57,945 | 2,446 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $48,440 | 2,416 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $23,069 | 1,174 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $13,314 | 700 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $9,905 | 700 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||