MOODY LYNN LIEBERSON & WALKER, LLC

Position in WMB — Williams Companies, Inc.

CIK 938592 BOSTON, MA

Position in WMB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$801,236

+$31,806 QoQ

Shares Held

10,778

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#948

of 1,824 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $2,323,773 across 4 Oil & Gas Midstream names. WMB ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	10,778	$801,236
2	EPD	Enterprise Products Partners L.P.	17,365	$638,337
3	LNG	Cheniere Energy, Inc.	2,618	$625,728
4	OKE	Oneok Inc /New/	2,973	$258,472

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,236	10,778	+1.9%	Shares	Sole	2026-07-20
2026-03-31	$769,430	10,572	0.0%	Shares	Sole	2026-04-13
2025-12-31	$635,482	10,572	-6.1%	Shares	Sole	2026-01-15
2025-09-30	$713,194	11,258	+2.4%	Shares	Sole	2025-10-20
2025-06-30	$690,595	10,995	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$655,985	10,977	0.0%	Shares	Sole	2025-04-28
2024-12-31	$594,075	10,977	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$497,767	10,904	0.0%	Shares	Sole	2024-10-23
2024-06-30	$463,420	10,904	0.0%	Shares	Sole	2024-07-25
2024-03-31	$424,928	10,904	+0.2%	Shares	Sole	2024-04-23
2023-12-31	$378,845	10,877	-7.2%	Shares	Sole	2024-01-24
2023-09-30	$394,947	11,723	-0.2%	Shares	Sole	2023-10-24
2023-06-30	$383,239	11,745	-1.2%	Shares	Sole	2023-07-27
2023-03-31	$354,886	11,885	+1.0%	Shares	Sole	2023-05-02
2022-12-31	$387,298	11,772	-2.0%	Shares	Sole	2023-02-01
2022-09-30	$343,989	12,015	-12.3%	Shares	Sole	2022-10-26
2022-06-30	$427,483	13,697	0.0%	Shares	Sole	2022-07-28
2022-03-31	$457,616	13,697	+1.4%	Shares	Sole	2022-04-27
2021-12-31	$351,904	13,514	+23.7%	Shares	Sole	2022-01-26
2021-09-30	$283,498	10,929	0.0%	Shares	Sole	2021-10-26
2021-06-30	$290,164	10,929	—	Shares	Sole	2021-07-28
No filing history on record for this holder in this stock.