The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionWCG Wealth Advisors LLC
Latest Disclosed Ownership41,771 shares
Latest Disclosed Value $ 3,040,073
WCG Wealth Advisors LLC reports 22.60% decrease in ownership of WMB / The Williams Companies, Inc.

On May 12, 2026 - WCG Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 41,771 shares of The Williams Companies, Inc. (MX:WMB) valued at $3,040,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 53,969 shares of The Williams Companies, Inc.. This represents a change in shares of -22.60% 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)
2026-05-12 2026-03-31 13F WILLIAMS COS COM 969457100 41,771 -12,198 -22.60 3,040 -6.29 0.0851
2026-02-10 2025-12-31 13F WILLIAMS COS COM 969457100 53,969 27,020 100.26 3,244 90.04 0.0909
2025-11-13 2025-09-30 13F WILLIAMS COS COM 969457100 26,949 3,678 15.81 1,707 16.84 0.1070
2025-08-13 2025-06-30 13F WILLIAMS COS COM 969457100 23,271 783 3.48 1,462 8.79 0.0945
2025-05-15 2025-03-31 13F/A-1 WILLIAMS COS COM 969457100 22,488 245 1.10 1,344 11.54 0.1021
2025-05-14 2025-03-31 13F WILLIAMS COS COM 969457100 22,488 245 1 0.1021
2025-02-19 2024-12-31 13F WILLIAMS COS COM 969457100 22,243 820 3.83 1,204 0.0796
2024-11-13 2024-09-30 13F WILLIAMS COS COM 969457100 21,423 2,167 11.25 1 0.0661
2024-08-12 2024-06-30 13F WILLIAMS COS COM 969457100 19,256 7,917 69.82 1 0.0606
2024-05-13 2024-03-31 13F WILLIAMS COS COM 969457100 11,339 966 9.31 0 0.0369
2024-02-08 2023-12-31 13F WILLIAMS COS COM 969457100 10,373 10,373 0 0.0265
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.