The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership2,884 shares
Latest Disclosed Value $ 209,898
LVW Advisors, LLC ownership in WMB / The Williams Companies, Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 2,884 shares of The Williams Companies, Inc. (MX:WMB) valued at $209,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 0 shares of The Williams Companies, Inc..

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 2,884 2,884 210 0.0200
2026-01-14 2025-12-31 13F WILLIAMS COS COM 969457100 0 -4,343 -100.00 0 -100.00
2025-10-20 2025-09-30 13F WILLIAMS COS COM 969457100 4,343 -1,801 -29.31 275 -28.57 0.0281
2025-07-17 2025-06-30 13F WILLIAMS COS COM 969457100 6,144 6,144 386 0.0421
2019-10-22 2019-09-30 13F WILLIAMS COS INC DEL COM 969457100 0 -13,175 -100.00 0 -100.00
2019-08-14 2019-06-30 13F WILLIAMS COS INC DEL COM 969457100 13,175 -11,000 -45.50 369 -46.83 0.1020
2019-05-03 2019-03-31 13F WILLIAMS COS INC DEL COM 969457100 24,175 -4,975 -17.07 694 7.93 0.1849
2019-02-05 2018-12-31 13F WILLIAMS COS INC DEL COM 969457100 29,150 2,575 9.69 643 -11.07 0.2171
2018-11-02 2018-09-30 13F WILLIAMS COS INC DEL COM 969457100 26,575 11,966 81.91 723 82.58 0.2030
2018-07-31 2018-06-30 13F WILLIAMS COS INC DEL COM 969457100 14,609 4,175 40.01 396 52.90 0.1255
2018-04-20 2018-03-31 13F WILLIAMS COS INC DEL COM 969457100 10,434 975 10.31 259 -10.07 0.0804
2018-02-12 2017-12-31 13F WILLIAMS COS INC DEL COM 969457100 9,459 -13,650 -59.07 288 -58.50 0.0841
2017-11-09 2017-09-30 13F WILLIAMS COS INC DEL COM 969457100 23,109 -4,250 -15.53 694 -16.18 0.2756
2017-08-10 2017-06-30 13F WILLIAMS COS INC DEL COM 969457100 27,359 -1,600 -5.53 828 -3.38 0.2913
2017-05-11 2017-03-31 13F WILLIAMS COS INC DEL COM 969457100 28,959 -12,300 -29.81 857 -33.31 0.3071
2017-02-10 2016-12-31 13F WILLIAMS COS INC DEL COM 969457100 41,259 225 0.55 1,285 1.90 0.4491
2016-11-14 2016-09-30 13F WILLIAMS COS INC DEL COM 969457100 41,034 22,200 117.87 1,261 209.83 0.4133
2016-08-11 2016-06-30 13F WILLIAMS COS INC DEL COM 969457100 18,834 -819 -4.17 407 28.80 0.1528
2016-05-11 2016-03-31 13F WILLIAMS COS INC DEL COM 969457100 19,653 4,405 28.89 316 -19.39 0.1010
2016-02-16 2015-12-31 13F WILLIAMS COS INC DEL COM 969457100 15,248 4,301 39.29 392 -2.73 0.1535
2016-02-16 2015-09-30 13F/A-1 WILLIAMS COS INC DEL COM 969457100 10,947 5,175 89.66 403 21.75 0.1859
2015-11-13 2015-09-30 13F WILLIAMS COS INC DEL COM 969457100 10,947 403
2015-08-13 2015-06-30 13F WILLIAMS COS INC DEL COM 969457100 5,772 5,772 331 0.1409
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.