The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionCX Institutional
Latest Disclosed Ownership10,509 shares
Latest Disclosed Value $ 765
CX Institutional reports 5.66% increase in ownership of WMB / The Williams Companies, Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 10,509 shares of The Williams Companies, Inc. (MX:WMB) valued at $765 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 9,946 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)
2026-04-06 2026-03-31 13F WILLIAMS COS COM 969457100 10,509 563 5.66 1 0.0233
2026-02-02 2025-12-31 13F WILLIAMS COS COM 969457100 9,946 382 3.99 1 0.0178
2025-10-23 2025-09-30 13F WILLIAMS COS COM 969457100 9,564 3 0.03 1 0.0184
2025-07-16 2025-06-30 13F/A-1 WILLIAMS COS COM 969457100 9,561 558 6.20 1 0.0210
2025-07-11 2025-06-30 13F WILLIAMS COS COM 969457100 9,561 558 1 0.0209
2025-04-15 2025-03-31 13F WILLIAMS COS COM 969457100 9,003 506 5.96 1 -100.00 0.0203
2025-01-21 2024-12-31 13F WILLIAMS COS COM 969457100 8,497 -39 -0.46 460 17.99 0.0183
2024-10-11 2024-09-30 13F WILLIAMS COS COM 969457100 8,536 136 1.62 390 9.27 0.0173
2024-07-11 2024-06-30 13F WILLIAMS COS COM 969457100 8,400 228 2.79 357 11.95 0.0168
2024-04-15 2024-03-31 13F Williams Companies COM 969457100 8,172 -143 -1.72 318 10.03 0.0153
2024-01-12 2023-12-31 13F WILLIAMS COS COM 969457100 8,315 -208 -2.44 290 0.70 0.0155
2023-10-18 2023-09-30 13F Williams Companies COM 969457100 8,523 -105,901 -92.55 287 -92.31 0.0158
2023-07-26 2023-06-30 13F WILLIAMS COMPANIES INC COM COM 969457100 114,424 114,424 3,734 0.1934
2023-05-04 2023-03-31 13F WILLIAMS COMPANIES INC COM COM 969457100 0 -6,792 -100.00 0 -100.00
2023-02-03 2022-12-31 13F WILLIAMS COMPANIES INC COM COM 969457100 6,792 6,792 223 0.0136
2022-11-04 2022-09-30 13F WILLIAMS COS COM 969457100 0 -3,356 -100.00 0 -100.00
2022-08-02 2022-06-30 13F WILLIAMS COS COM 969457100 3,356 3,356 105 0.0079
2022-01-18 2021-12-31 13F WILLIAMS COS COM 969457100 0 -2,835 -100.00 0 -100.00
2021-11-10 2021-09-30 13F WILLIAMS COS COM 969457100 2,835 243 9.38 74 7.25 0.0060
2021-08-04 2021-06-30 13F WILLIAMS COS COM 969457100 2,592 679 35.49 69 53.33 0.0057
2021-04-15 2021-03-31 13F WILLIAMS COS COM 969457100 1,913 294 18.16 45 40.63 0.0040
2021-01-12 2020-12-31 13F WILLIAMS COS COM 969457100 1,619 611 60.62 32 60.00 0.0031
2020-10-13 2020-09-30 13F WILLIAMS COS COM 969457100 1,008 149 17.35 20 25.00 0.0022
2020-08-06 2020-06-30 13F WILLIAMS COS COM 969457100 859 362 72.84 16 128.57 0.0021
2020-04-29 2020-03-31 13F WILLIAMS COS COM 969457100 497 128 34.69 7 -22.22 0.0011
2020-01-21 2019-12-31 13F WILLIAMS COS COM 969457100 369 0 0.00 9 0.00 0.0016
2019-10-10 2019-09-30 13F WILLIAMS COS COM 969457100 369 34 10.15 9 0.00 0.0015
2019-07-17 2019-06-30 13F WILLIAMS COS COM 969457100 335 49 17.13 9 12.50 0.0014
2019-04-03 2019-03-31 13F WILLIAMS COS COM 969457100 286 286 8 0.0014
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.