The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership10,063 shares
Latest Disclosed Value $ 732,374
Wealthcare Advisory Partners LLC reports 13.51% increase in ownership of WMB / The Williams Companies, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 10,063 shares of The Williams Companies, Inc. (MX:WMB) valued at $732,374 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 8,865 shares of The Williams Companies, Inc.. This represents a change in shares of 13.51% 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)
2026-04-14 2026-03-31 13F WILLIAMS COS COM 969457100 10,063 1,198 13.51 732 37.59 0.0142
2026-01-14 2025-12-31 13F WILLIAMS COS COM 969457100 8,865 2,112 31.27 533 24.59 0.0105
2025-11-07 2025-09-30 13F WILLIAMS COS COM 969457100 6,753 316 4.91 428 5.69 0.0089
2025-07-22 2025-06-30 13F WILLIAMS COS COM 969457100 6,437 428 7.12 404 12.53 0.0092
2025-04-15 2025-03-31 13F WILLIAMS COS COM 969457100 6,009 -173 -2.80 359 7.49 0.0096
2025-01-15 2024-12-31 13F WILLIAMS COS COM 969457100 6,182 -34 -0.55 335 18.02 0.0093
2024-11-04 2024-09-30 13F WILLIAMS COS COM 969457100 6,216 686 12.41 284 20.43 0.0081
2024-08-12 2024-06-30 13F WILLIAMS COS COM 969457100 5,530 5,530 235 0.0073
2021-08-16 2021-06-30 13F WILLIAMS COMPANIES COMMON 969457100 0 -2,879 -100.00 0 -100.00
2021-04-30 2021-03-31 13F WILLIAMS COMPANIES COMMON 969457100 2,879 2,879 68 0.0049
2020-07-29 2020-06-30 13F WILLIAMS COMPANIES COMMON 969457100 0 -585 -100.00 0 -100.00
2020-04-29 2020-03-31 13F WILLIAMS COMPANIES COMMON 969457100 585 -67 -10.28 8 -46.67 0.0012
2020-01-29 2019-12-31 13F WILLIAMS COMMON 969457100 652 -115 -14.99 15 -16.67 0.0019
2019-10-16 2019-09-30 13F WILLIAMS COMMON 969457100 767 0 0.00 18 -18.18 0.0026
2019-07-30 2019-06-30 13F WILLIAMS COMMON 969457100 767 0 0.00 22 0.00 0.0035
2019-05-13 2019-03-31 13F WILLIAMS COMMON 969457100 767 -73 -8.69 22 15.79 0.0038
2019-02-14 2018-12-31 13F WILLIAMS COMMON 969457100 840 0 0.00 19 -17.39 0.0037
2018-11-14 2018-09-30 13F WILLIAMS COMMON 969457100 840 95 12.75 23 15.00 0.0042
2018-08-13 2018-06-30 13F WILLIAMS COMMON 969457100 745 0 0.00 20 5.26 0.0039
2018-05-14 2018-03-31 13F WILLIAMS COMMON 969457100 745 600 413.79 19 375.00 0.0043
2018-02-14 2017-12-31 13F WILLIAMS COMMON 969457100 145 0 0.00 4 0.00 0.0010
2017-11-15 2017-09-30 13F WILLIAMS COMMON 969457100 145 145 4 0.0012
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.