The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionIbex Wealth Advisors
Latest Disclosed Ownership356,290 shares
Latest Disclosed Value $ 25,930,751
Ibex Wealth Advisors reports 2.76% increase in ownership of WMB / The Williams Companies, Inc.

On April 30, 2026 - Ibex Wealth Advisors filed a 13F-HR form disclosing ownership of 356,290 shares of The Williams Companies, Inc. (MX:WMB) valued at $25,930,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 346,718 shares of The Williams Companies, Inc.. This represents a change in shares of 2.76% 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)
2026-04-30 2026-03-31 13F WILLIAMS COS Common Stock 969457100 356,290 9,572 2.76 25,931 24.42 2.4145
2026-02-17 2025-12-31 13F WILLIAMS COS Common Stock 969457100 346,718 -2,396 -0.69 20,841 -5.77 2.0410
2025-11-12 2025-09-30 13F WILLIAMS COS Common Stock 969457100 349,114 2,325 0.67 22,116 1.54 2.1184
2025-08-07 2025-06-30 13F WILLIAMS COS Common Stock 969457100 346,789 6,502 1.91 21,782 7.11 2.3241
2025-04-15 2025-03-31 13F WILLIAMS COS Common Stock 969457100 340,287 2,954 0.88 20,336 11.39 2.6896
2025-01-23 2024-12-31 13F WILLIAMS COS Common Stock 969457100 337,333 337,333 18,256 2.1498
2024-11-04 2024-09-30 13F WILLIAMS COS COM 969457100 0 -321,569 -100.00 0 -100.00
2024-08-06 2024-06-30 13F WILLIAMS COS COM 969457100 321,569 -2,994 -0.92 13,667 136,560.00 2.1325
2024-04-18 2024-03-31 13F WILLIAMS COS COM 969457100 324,563 324,247 102,609.81 11 0.00 2.8945
2024-01-29 2023-12-31 13F WILLIAMS COS COM 969457100 316 -315,141 -99.90 11 0.00 2.3908
2023-11-07 2023-09-30 13F WILLIAMS COS COM 969457100 315,457 -16,436 -4.95 11 11.11 2.7051
2023-05-15 2023-03-31 13F WILLIAMS COS Common Stock 969457100 331,893 7,330 2.26 10 -10.00 2.5699
2023-02-06 2022-12-31 13F WILLIAMS COS Common Stock 969457100 324,563 -863 -0.27 11 -99.89 2.4123
2022-10-31 2022-09-30 13F WILLIAMS COS Common Stock 969457100 325,426 99,316 43.92 9,317 32.02 2.4217
2022-08-16 2022-06-30 13F WILLIAMS COS Common Stock 969457100 226,110 7,205 3.29 7,057 -3.51 1.6252
2022-05-16 2022-03-31 13F WILLIAMS COS Common Stock 969457100 218,905 29,683 15.69 7,314 48.45 1.4005
2022-02-22 2021-12-31 13F WILLIAMS COS Common Stock 969457100 189,222 189,222 4,927 0.8722
2021-01-22 2020-12-31 13F WILLIAMS COS Common Stock 969457100 0 -101,027 -100.00 0 -100.00
2020-10-23 2020-09-30 13F WILLIAMS COS Common Stock 969457100 101,027 -1,082 -1.06 1,985 2.21 0.5761
2020-08-14 2020-06-30 13F WILLIAMS COS Common Stock 969457100 102,109 -7,580 -6.91 1,942 25.13 0.6241
2020-05-05 2020-03-31 13F WILLIAMS COS Common Stock 969457100 109,689 109,689 1,552 0.6043
2020-01-24 2019-12-31 13F WILLIAMS COS Common Stock 969457100 0 -34,686 -100.00 0 -100.00
2019-11-12 2019-09-30 13F WILLIAMS COS Common Stock 969457100 34,686 351 1.02 835 -13.20 0.2771
2019-07-30 2019-06-30 13F WILLIAMS COS Common Stock 969457100 34,335 2,435 7.63 962 5.02 0.2775
2019-05-01 2019-03-31 13F WILLIAMS COS Common Stock 969457100 31,900 31,900 916 0.3211
2019-02-01 2018-12-31 13F WILLIAMS COS COM 969457100 0 -68,278 -100.00 0 -100.00
2018-10-05 2018-09-30 13F WILLIAMS COS COM 969457100 68,278 68,278 1,888 0.6757
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.