The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership226,405 shares
Latest Disclosed Value $ 16,477,756
Cfm Wealth Partners Llc reports 0.20% decrease in ownership of WMB / The Williams Companies, Inc.

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 226,405 shares of The Williams Companies, Inc. (MX:WMB) valued at $16,477,756 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 226,858 shares of The Williams Companies, Inc.. This represents a change in shares of -0.20% 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)
2026-04-21 2026-03-31 13F WILLIAMS COS COM 969457100 226,405 -453 -0.20 16,478 20.83 2.4696
2026-01-27 2025-12-31 13F WILLIAMS COS COM 969457100 226,858 1,786 0.79 13,636 -4.36 1.9683
2025-11-03 2025-09-30 13F WILLIAMS COS COM 969457100 225,072 3,059 1.38 14,258 2.25 2.0700
2025-07-23 2025-06-30 13F WILLIAMS COS COM 969457100 222,013 0 0.00 13,945 5.10 2.2193
2025-04-25 2025-03-31 13F WILLIAMS COS COM 969457100 222,013 0 0.00 13,267 10.42 2.3397
2025-01-24 2024-12-31 13F WILLIAMS COS COM 969457100 222,013 -1,643 -0.73 12,015 17.69 2.0266
2024-10-23 2024-09-30 13F/A-1 WILLIAMS COS COM 969457100 223,656 -1,186 -0.53 10,210 6.84 1.7832
2024-10-15 2024-09-30 13F WILLIAMS COS COM 969457100 223,755 -1,087 8,720 1.7508
2024-07-18 2024-06-30 13F WILLIAMS COS COM 969457100 224,842 1,087 0.49 9,556 9.59 1.7554
2024-04-15 2024-03-31 13F WILLIAMS COS COM 969457100 223,755 -3,352 -1.48 8,720 10.23 1.7497
2024-01-12 2023-12-31 13F WILLIAMS COS COM 969457100 227,107 1,539 0.68 7,910 4.09 1.7892
2023-10-11 2023-09-30 13F WILLIAMS COS COM 969457100 225,568 0 0.00 7,599 3.25 1.9906
2023-07-14 2023-06-30 13F WILLIAMS COS COM 969457100 225,568 -167,472 -42.61 7,360 -37.29 1.7871
2023-04-12 2023-03-31 13F WILLIAMS COS COM 969457100 393,040 0 0.00 11,736 -9.24 3.1635
2023-01-20 2022-12-31 13F/A-1 WILLIAMS COMPANIES Equity 969457100 393,040 0 0.00 12,931 14.91 3.8710
2022-10-17 2022-09-30 13F WILLIAMS COMPANIES Common 969457100 393,040 -28,955 -6.86 11,253 -14.56 3.5944
2022-07-12 2022-06-30 13F WILLIAMS COMPANIES Common 969457100 421,995 9,922 2.41 13,170 -4.34 3.9531
2022-04-14 2022-03-31 13F WILLIAMS COMPANIES Common 969457100 412,073 -432 -0.10 13,767 25.94 3.2953
2022-01-21 2021-12-31 13F WILLIAMS COS Common 969457100 412,505 2,461 0.60 10,931 2.77 2.4404
2021-10-25 2021-09-30 13F WILLIAMS COMPANIES Common 969457100 410,044 6,700 1.66 10,636 -0.68 2.6748
2021-07-21 2021-06-30 13F WILLIAMS COMPANIES Common 969457100 403,344 -81,842 -16.87 10,709 -6.83 2.8438
2021-05-17 2021-03-31 13F WILLIAMS COMPANIES Common 969457100 485,186 32,849 7.26 11,494 26.74 3.4661
2021-02-10 2020-12-31 13F WILLIAMS COMPANIES Equity 969457100 452,337 8,862 2.00 9,069 4.07 2.8922
2020-11-10 2020-09-30 13F WILLIAMS COMPANIES Equity 969457100 443,475 8,798 2.02 8,714 5.41 3.1787
2020-08-14 2020-06-30 13F WILLIAMS COMPANIES Equity 969457100 434,677 8,596 2.02 8,267 37.12 3.1416
2020-05-12 2020-03-31 13F WILLIAMS COMPANIES Equity 969457100 426,081 12,865 3.11 6,029 -39.30 2.8008
2020-01-30 2019-12-31 13F WILLIAMS COMPANIES INCORPORATED DEL Equity 969457100 413,216 413,216 9,933 3.6607
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.