The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership14,584 shares
Latest Disclosed Value $ 1,061,433
Dynamic Advisor Solutions LLC reports 12.89% decrease in ownership of WMB / The Williams Companies, Inc.

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 14,584 shares of The Williams Companies, Inc. (MX:WMB) valued at $1,061,433 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 16,743 shares of The Williams Companies, Inc.. This represents a change in shares of -12.89% 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)
2026-04-08 2026-03-31 13F WILLIAMS COS COM 969457100 14,584 -2,159 -12.89 1,061 5.47 0.0335
2026-01-09 2025-12-31 13F WILLIAMS COS COM 969457100 16,743 -1,519 -8.32 1,006 -12.98 0.0323
2025-10-09 2025-09-30 13F WILLIAMS COS COM 969457100 18,262 -303 -1.63 1,157 -0.86 0.0336
2025-07-09 2025-06-30 13F WILLIAMS COS COM 969457100 18,565 -28,670 -60.70 1,166 -58.68 0.0360
2025-04-17 2025-03-31 13F WILLIAMS COS COM 969457100 47,235 47,235 2,823 0.0930
2025-01-21 2024-12-31 13F WILLIAMS COS COM 969457100 0 -17,222 -100.00 0 -100.00
2024-10-07 2024-09-30 13F WILLIAMS COS COM 969457100 17,222 -1,408 -7.56 786 -0.63 0.0236
2024-07-15 2024-06-30 13F WILLIAMS COS COM 969457100 18,630 -1,690 -8.32 792 0.00 0.0249
2024-04-12 2024-03-31 13F WILLIAMS COS COM 969457100 20,320 436 2.19 792 12.04 0.0267
2024-01-10 2023-12-31 13F WILLIAMS COS COM 969457100 19,884 -1,039 -4.97 707 0.28 0.0263
2023-10-11 2023-09-30 13F WILLIAMS COS COM 969457100 20,923 -1,944 -8.50 705 -5.63 0.0333
2023-08-03 2023-06-30 13F WILLIAMS COS COM 969457100 22,867 315 1.40 746 10.85 0.0387
2023-04-11 2023-03-31 13F WILLIAMS COS COM 969457100 22,552 267 1.20 673 -8.19 0.0394
2023-01-13 2022-12-31 13F WILLIAMS COS COM 969457100 22,285 1,615 7.81 733 23.82 0.0501
2022-10-20 2022-09-30 13F WILLIAMS COS COM 969457100 20,670 1,254 6.46 592 -2.31 0.0451
2022-07-27 2022-06-30 13F WILLIAMS COS COM 969457100 19,416 -618 -3.08 606 -9.42 0.0465
2022-04-11 2022-03-31 13F WILLIAMS COS COM 969457100 20,034 2,453 13.95 669 46.07 0.0466
2022-01-26 2021-12-31 13F WILLIAMS COS COM 969457100 17,581 1,520 9.46 458 9.83 0.0327
2021-10-28 2021-09-30 13F WILLIAMS COS COM 969457100 16,061 2,033 14.49 417 12.10 0.0314
2021-08-10 2021-06-30 13F WILLIAMS COS COM 969457100 14,028 -336 -2.34 372 9.41 0.0295
2021-04-27 2021-03-31 13F WILLIAMS COS COM 969457100 14,364 -715 -4.74 340 12.58 0.0316
2021-02-03 2020-12-31 13F WILLIAMS COS COM 969457100 15,079 -1,793 -10.63 302 -9.04 0.0283
2020-10-27 2020-09-30 13F WILLIAMS COS COM 969457100 16,872 -3,367 -16.64 332 -13.77 0.0377
2020-08-05 2020-06-30 13F WILLIAMS COS COM 969457100 20,239 1,269 6.69 385 43.66 0.0520
2020-05-07 2020-03-31 13F WILLIAMS COS COM 969457100 18,970 -27,116 -58.84 268 -75.48 0.0489
2020-02-04 2019-12-31 13F WILLIAMS COS INC DEL COM 969457100 46,086 29,338 175.17 1,093 171.22 0.1490
2019-11-13 2019-09-30 13F WILLIAMS COS INC DEL COM 969457100 16,748 -27 -0.16 403 -14.26 0.0625
2019-08-13 2019-06-30 13F WILLIAMS COS INC DEL COM 969457100 16,775 -747 -4.26 470 -6.56 0.0755
2019-04-10 2019-03-31 13F WILLIAMS COS INC DEL COM 969457100 17,522 -886 -4.81 503 2.44 0.0949
2019-01-29 2018-12-31 13F WILLIAMS COS INC DEL COM 969457100 18,408 1,519 8.99 491 6.97 0.1043
2018-11-14 2018-09-30 13F WILLIAMS COS INC DEL COM 969457100 16,889 7,109 72.69 459 73.21 0.0952
2018-08-07 2018-06-30 13F WILLIAMS COS INC DEL COM 969457100 9,780 418 4.46 265 14.22 0.0601
2018-05-01 2018-03-31 13F WILLIAMS COS INC DEL COM 969457100 9,362 9,362 232 0.0595
2015-02-02 2014-12-31 13F WILLIAMS COS INC DEL COM 969457100 0 -3,734 -100.00 0 -100.00
2014-12-03 2014-09-30 13F/A-1 WILLIAMS COS INC DEL COM 969457100 3,734 3,734 207 0.1126
2014-11-12 2014-09-30 13F WILLIAMS COS INC DEL COM 969457100 3,734 3,734 207 0.1121
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.