The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership6,262 shares
Latest Disclosed Value $ 455,753
Avantax Planning Partners, Inc. reports 12.99% decrease in ownership of WMB / The Williams Companies, Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 6,262 shares of The Williams Companies, Inc. (MX:WMB) valued at $455,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,197 shares of The Williams Companies, Inc.. This represents a change in shares of -12.99% 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)
2026-05-04 2026-03-31 13F WILLIAMS COS COM 969457100 6,262 -935 -12.99 456 5.32 0.0125
2026-02-05 2025-12-31 13F WILLIAMS COS COM 969457100 7,197 1 0.01 433 -5.05 0.0121
2025-10-31 2025-09-30 13F WILLIAMS COS COM 969457100 7,196 -35 -0.48 456 0.22 0.0131
2025-08-11 2025-06-30 13F WILLIAMS COS COM 969457100 7,231 -320 -4.24 454 0.67 0.0144
2025-04-29 2025-03-31 13F WILLIAMS COS COM 969457100 7,551 612 8.82 451 20.27 0.0160
2025-02-07 2024-12-31 13F WILLIAMS COS COM 969457100 6,939 -1,926 -21.73 376 -7.18 0.0135
2024-11-14 2024-09-30 13F WILLIAMS COS COM 969457100 8,865 -1,215 -12.05 405 -5.61 0.0145
2024-08-09 2024-06-30 13F WILLIAMS COS COM 969457100 10,080 -780 -7.18 428 1.18 0.0138
2024-05-03 2024-03-31 13F WILLIAMS COS COM 969457100 10,860 2,631 31.97 423 47.90 0.0137
2024-02-09 2023-12-31 13F WILLIAMS COS COM 969457100 8,229 -204 -2.42 287 0.70 0.0109
2023-11-06 2023-09-30 13F WILLIAMS COS COM 969457100 8,433 -962 -10.24 284 -7.19 0.0119
2023-07-18 2023-06-30 13F WILLIAMS COS COM 969457100 9,395 304 3.34 307 12.92 0.0122
2023-04-21 2023-03-31 13F WILLIAMS COS COM 969457100 9,091 -94 -1.02 271 -10.26 0.0110
2023-02-10 2022-12-31 13F WILLIAMS COS COM 969457100 9,185 492 5.66 302 21.29 0.0120
2022-10-14 2022-09-30 13F WILLIAMS COS COM 969457100 8,693 -1,990 -18.63 249 -25.23 0.0112
2022-07-18 2022-06-30 13F WILLIAMS COS COM 969457100 10,683 -588 -5.22 333 -11.67 0.0142
2022-05-09 2022-03-31 13F WILLIAMS COS COM 969457100 11,271 2 0.02 377 28.67 0.0150
2022-01-28 2021-12-31 13F WILLIAMS COS COM 969457100 11,269 -34 -0.30 293 0.00 0.0121
2021-10-27 2021-09-30 13F WILLIAMS COS COM 969457100 11,303 -59 -0.52 293 -2.98 0.0135
2021-08-10 2021-06-30 13F WILLIAMS COS COM 969457100 11,362 1,797 18.79 302 33.04 0.0142
2021-05-06 2021-03-31 13F WILLIAMS COS COM 969457100 9,565 9,565 227 0.0117
2021-02-04 2020-12-31 13F WILLIAMS COS COM 969457100 0 -12,291 -100.00 0 -100.00
2020-10-28 2020-09-30 13F WILLIAMS COS COM 969457100 12,291 -2,504 -16.92 242 -13.88 0.0128
2020-07-15 2020-06-30 13F WILLIAMS COS COM 969457100 14,795 -2,427 -14.09 281 15.16 0.0159
2020-04-27 2020-03-31 13F WILLIAMS COS COM 969457100 17,222 8,554 98.68 244 18.45 0.0170
2020-01-15 2019-12-31 13F WILLIAMS COS INC DEL COM 969457100 8,668 -818 -8.62 206 -9.65 0.0121
2019-11-08 2019-09-30 13F WILLIAMS COS INC DEL COM 969457100 9,486 -133 -1.38 228 -16.79 0.0140
2019-08-07 2019-06-30 13F WILLIAMS COS INC DEL COM 969457100 9,619 -785 -7.55 274 -8.36 0.0177
2019-05-08 2019-03-31 13F WILLIAMS COS INC DEL COM 969457100 10,404 402 4.02 299 35.29 0.0208
2019-02-14 2018-12-31 13F WILLIAMS COS INC DEL COM 969457100 10,002 5,489 121.63 221 79.67 0.0167
2018-11-13 2018-09-30 13F WILLIAMS COS INC DEL COM 969457100 4,513 4,513 123 0.0098
2018-08-13 2018-06-30 13F WILLIAMS COS INC DEL COM 969457100 0 -11,070 -100.00 0 -100.00
2018-05-15 2018-03-31 13F WILLIAMS COS INC DEL COM 969457100 11,070 -412 -3.59 275 -21.43 0.0236
2018-02-09 2017-12-31 13F WILLIAMS COS INC DEL COM 969457100 11,482 -5,244 -31.35 350 -30.28 0.0320
2017-10-19 2017-09-30 13F WILLIAMS COS INC DEL COM 969457100 16,726 1,929 13.04 502 12.05 0.0396
2017-07-27 2017-06-30 13F WILLIAMS COS INC DEL COM 969457100 14,797 582 4.09 448 6.41 0.0377
2017-04-12 2017-03-31 13F WILLIAMS COS INC DEL COM 969457100 14,215 619 4.55 421 -0.47 0.0376
2017-02-09 2016-12-31 13F WILLIAMS COS INC DEL COM 969457100 13,596 13,596 423 0.0451
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.