The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership14,833 shares
Latest Disclosed Value $ 1,079,532
SRS Capital Advisors, Inc. reports 38.43% decrease in ownership of WMB / The Williams Companies, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 14,833 shares of The Williams Companies, Inc. (MX:WMB) valued at $1,079,532 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,092 shares of The Williams Companies, Inc.. This represents a change in shares of -38.43% 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)
2026-05-13 2026-03-31 13F WILLIAMS COS COM 969457100 14,833 -9,259 -38.43 1,080 -25.48 0.0305
2026-02-13 2025-12-31 13F WILLIAMS COS COM 969457100 24,092 -80,265 -76.91 1,448 -78.10 0.0422
2025-11-14 2025-09-30 13F WILLIAMS COS COM 969457100 104,357 90,715 664.97 6,611 565.09 0.0949
2025-08-12 2025-06-30 13F WILLIAMS COS COM 969457100 13,642 4,042 42.10 994 73.47 0.0457
2025-05-15 2025-03-31 13F WILLIAMS COS COM 969457100 9,600 -4,538 -32.10 574 -25.10 0.0368
2025-02-05 2024-12-31 13F WILLIAMS COS COM 969457100 14,138 10,804 324.06 765 403.29 0.0482
2024-11-06 2024-09-30 13F WILLIAMS COS COM 969457100 3,334 404 13.79 152 22.58 0.0136
2024-08-06 2024-06-30 13F WILLIAMS COS COM 969457100 2,930 1,041 55.11 125 69.86 0.0121
2024-05-14 2024-03-31 13F WILLIAMS COS COM 969457100 1,889 190 11.18 74 23.73 0.0078
2024-02-06 2023-12-31 13F WILLIAMS COS COM 969457100 1,699 4 0.24 59 3.51 0.0066
2023-11-14 2023-09-30 13F WILLIAMS COS COM 969457100 1,695 4 0.24 57 3.64 0.0071
2023-08-14 2023-06-30 13F WILLIAMS COS COM 969457100 1,691 487 40.45 55 57.14 0.0070
2023-05-16 2023-03-31 13F WILLIAMS COS COM 969457100 1,204 258 27.27 36 12.90 0.0048
2023-02-24 2022-12-31 13F WILLIAMS COS COM 969457100 946 872 1,178.38 31 1,450.00 0.0043
2022-11-03 2022-09-30 13F WILLIAMS COS COM 969457100 74 -67 -47.52 2 -50.00 0.0003
2022-08-22 2022-06-30 13F WILLIAMS COS COM 969457100 141 -6 -4.08 4 -20.00 0.0006
2022-05-12 2022-03-31 13F WILLIAMS COS COM 969457100 147 103 234.09 5 400.00 0.0007
2022-02-08 2021-12-31 13F WILLIAMS COS COM 969457100 44 0 0.00 1 0.00 0.0001
2021-11-05 2021-09-30 13F WILLIAMS COS COM 969457100 44 0 0.00 1 0.00 0.0001
2021-08-02 2021-06-30 13F WILLIAMS COS COM 969457100 44 0 0.00 1 0.00 0.0001
2021-02-03 2020-12-31 13F WILLIAMS COS COM 969457100 44 0 0.00 1 0.00 0.0001
2020-11-12 2020-09-30 13F WILLIAMS COS COM 969457100 44 -10,000 -99.56 1 -99.48 0.0002
2020-08-06 2020-06-30 13F WILLIAMS COS COM 969457100 10,044 -1,695 -14.44 191 15.06 0.0340
2020-05-13 2020-03-31 13F WILLIAMS COS COM 969457100 11,739 48 0.41 166 -40.07 0.0383
2020-02-07 2019-12-31 13F WILLIAMS COS INC DEL COM 969457100 11,691 357 3.15 277 1.47 0.0795
2019-11-01 2019-09-30 13F WILLIAMS COS INC DEL COM 969457100 11,334 0 0.00 273 -14.15 0.0823
2019-08-08 2019-06-30 13F WILLIAMS COS INC DEL COM 969457100 11,334 460 4.23 318 32.50 0.1059
2019-02-06 2018-12-31 13F WILLIAMS COS INC DEL COM 969457100 10,874 0 0.00 240 -18.92 0.0954
2018-11-05 2018-09-30 13F WILLIAMS COS INC DEL COM 969457100 10,874 -78 -0.71 296 0.00 0.1193
2018-08-21 2018-06-30 13F WILLIAMS COS INC DEL COM COM 969457100 10,952 241 2.25 296 11.28 0.1299
2018-05-14 2018-03-31 13F WILLIAMS COS INC DEL COM COM 969457100 10,711 170 1.61 266 -17.13 0.1381
2018-02-15 2017-12-31 13F WILLIAMS COS INC DEL COM COM 969457100 10,541 115 1.10 321 2.88 0.1392
2017-11-15 2017-09-30 13F WILLIAMS COS INC DEL COM COM 969457100 10,426 98 0.95 312 -0.32 0.1499
2017-08-14 2017-06-30 13F WILLIAMS COS INC DEL COM COM 969457100 10,328 10,000 3,048.78 313 3,377.78 0.1497
2017-05-11 2017-03-31 13F WILLIAMS COS INC DEL COM COM 969457100 328 0 0.00 9 -10.00 0.0043
2017-02-14 2016-12-31 13F WILLIAMS COS INC DEL COM COM 969457100 328 328 10 0.0050
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.