The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership1,814 shares
Latest Disclosed Value $ 132,023
Jfs Wealth Advisors, Llc reports 127.32% increase in ownership of WMB / The Williams Companies, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,814 shares of The Williams Companies, Inc. (MX:WMB) valued at $132,023 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 798 shares of The Williams Companies, Inc.. This represents a change in shares of 127.32% 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)
2026-04-20 2026-03-31 13F WILLIAMS COS COM 969457100 1,814 1,016 127.32 132 180.85 0.0074
2026-01-14 2025-12-31 13F WILLIAMS COS COM 969457100 798 153 23.72 48 17.50 0.0027
2025-11-10 2025-09-30 13F WILLIAMS COS COM 969457100 645 0 0.00 41 0.00 0.0024
2025-07-24 2025-06-30 13F WILLIAMS COS COM 969457100 645 10 1.57 41 8.11 0.0026
2025-04-22 2025-03-31 13F WILLIAMS COS COM 969457100 635 0 0.00 38 8.82 0.0026
2025-01-31 2024-12-31 13F WILLIAMS COS COM 969457100 635 0 0.00 34 21.43 0.0023
2024-10-25 2024-09-30 13F WILLIAMS COS COM 969457100 635 -1,435 -69.32 29 -67.82 0.0019
2024-07-15 2024-06-30 13F WILLIAMS COS COM 969457100 2,070 -379 -15.48 88 -8.42 0.0069
2024-04-30 2024-03-31 13F WILLIAMS COS COM 969457100 2,449 -225 -8.41 95 2.15 0.0076
2024-02-07 2023-12-31 13F WILLIAMS COS COM 969457100 2,674 209 8.48 93 12.05 0.0079
2023-11-02 2023-09-30 13F WILLIAMS COS COM 969457100 2,465 22 0.90 83 5.06 0.0078
2023-08-07 2023-06-30 13F WILLIAMS COS COM 969457100 2,443 -84 -3.32 80 5.33 0.0072
2023-04-19 2023-03-31 13F WILLIAMS COS COM 969457100 2,527 33 1.32 75 -8.54 0.0071
2023-02-13 2022-12-31 13F WILLIAMS COS COM 969457100 2,494 1,648 194.80 82 241.67 0.0080
2022-10-21 2022-09-30 13F WILLIAMS COS COM 969457100 846 -112 -11.69 24 -20.00 0.0026
2022-08-02 2022-06-30 13F WILLIAMS COS COM 969457100 958 539 128.64 30 114.29 0.0032
2022-05-02 2022-03-31 13F WILLIAMS COS COM 969457100 419 277 195.07 14 250.00 0.0013
2022-02-03 2021-12-31 13F WILLIAMS COS COM 969457100 142 142 4 0.0004
2015-07-31 2015-06-30 13F WILLIAMS COS INC DEL COM 969457100 0 -100 -100.00 0 -100.00
2015-04-28 2015-03-31 13F WILLIAMS COS INC DEL COM 969457100 100 0 0.00 5 25.00 0.0023
2015-01-23 2014-12-31 13F WILLIAMS COS INC DEL COM 969457100 100 0 0.00 4 -33.33 0.0006
2014-10-29 2014-09-30 13F WILLIAMS COS INC DEL COM 969457100 100 0 0.00 6 0.00 0.0010
2014-07-29 2014-06-30 13F WILLIAMS COS INC DEL COM 969457100 100 100 6 0.0011
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.