The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionAxxcess Wealth Management, Llc
Latest Disclosed Ownership28,014 shares
Latest Disclosed Value $ 2,038,842
Axxcess Wealth Management, Llc reports 13.22% decrease in ownership of WMB / The Williams Companies, Inc.

On April 29, 2026 - Axxcess Wealth Management, Llc filed a 13F-HR form disclosing ownership of 28,014 shares of The Williams Companies, Inc. (MX:WMB) valued at $2,038,842 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 19, 2026 disclosing 32,282 shares of The Williams Companies, Inc.. This represents a change in shares of -13.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F WILLIAMS COS COM 969457100 28,014 -4,268 -13.22 2,039 5.05 0.0653
2026-02-19 2025-12-31 13F/A-1 WILLIAMS COS COM 969457100 32,282 2,491 8.36 1,941 2.81 0.0336
2026-02-06 2025-12-31 13F WILLIAMS COS COM 969457100 64,564 34,773 3,881 0.0150
2025-11-07 2025-09-30 13F WILLIAMS COS COM 969457100 29,791 -4,349 -12.74 1,887 -11.99 0.0399
2025-07-28 2025-06-30 13F WILLIAMS COS COM 969457100 34,140 -7,893 -18.78 2,144 -14.62 0.0502
2025-04-30 2025-03-31 13F WILLIAMS COS COM 969457100 42,033 -6,429 -13.27 2,512 -4.23 0.0666
2025-02-10 2024-12-31 13F WILLIAMS COS COM 969457100 48,462 -14,230 -22.70 2,623 -8.35 0.0630
2024-11-04 2024-09-30 13F WILLIAMS COS COM 969457100 62,692 25,828 70.06 2,862 82.69 0.0702
2024-08-09 2024-06-30 13F WILLIAMS COS COM 969457100 36,864 -34,702 -48.49 1,567 -43.83 0.0415
2024-05-14 2024-03-31 13F WILLIAMS COS COM 969457100 71,566 2,872 4.18 2,789 16.56 0.0763
2024-02-06 2023-12-31 13F WILLIAMS COS COM 969457100 68,694 8,171 13.50 2,393 17.31 0.0695
2023-11-14 2023-09-30 13F WILLIAMS COS COM 969457100 60,523 31,053 105.37 2,039 112.17 0.0695
2023-08-08 2023-06-30 13F WILLIAMS COS COM 969457100 29,470 -32,871 -52.73 962 -48.36 0.0696
2023-05-03 2023-03-31 13F WILLIAMS COS COM 969457100 62,341 1,911 3.16 1,862 -6.39 0.1409
2023-02-16 2022-12-31 13F/A-1 WILLIAMS COS COM 969457100 60,430 40,658 205.63 1,988 251.24 0.1640
2023-02-14 2022-12-31 13F WILLIAMS COS COM 969457100 60,430 40,658 1,988 0.0642
2022-11-14 2022-09-30 13F WILLIAMS COS COM 969457100 19,772 591 3.08 566 -5.51 0.0536
2022-08-11 2022-06-30 13F WILLIAMS COS COM 969457100 19,181 9,362 95.35 599 82.62 0.0551
2022-08-11 2022-03-31 13F WILLIAMS COS COM 969457100 9,819 9,819 328 0.0256
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.