The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership58,723 shares
Latest Disclosed Value $ 4,273,851
Avidian Wealth Solutions, LLC reports 266.01% increase in ownership of WMB / The Williams Companies, Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 58,723 shares of The Williams Companies, Inc. (MX:WMB) valued at $4,273,851 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 16,044 shares of The Williams Companies, Inc.. This represents a change in shares of 266.01% 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)
2026-05-07 2026-03-31 13F WILLIAMS COS COM 969457100 58,723 42,679 266.01 4,274 343.26 0.1352
2026-02-02 2025-12-31 13F WILLIAMS COS COM 969457100 16,044 -520 -3.14 964 -8.10 0.0351
2025-10-30 2025-09-30 13F WILLIAMS COS COM 969457100 16,564 -68 -0.41 1,049 0.48 0.0395
2025-07-30 2025-06-30 13F WILLIAMS COS COM 969457100 16,632 -789 -4.53 1,045 0.29 0.0425
2025-04-25 2025-03-31 13F WILLIAMS COS COM 969457100 17,421 613 3.65 1,041 14.52 0.0463
2025-01-29 2024-12-31 13F WILLIAMS COS COM 969457100 16,808 -587 -3.37 910 14.48 0.0409
2024-10-30 2024-09-30 13F WILLIAMS COS COM 969457100 17,395 527 3.12 794 10.89 0.0361
2024-08-06 2024-06-30 13F WILLIAMS COS COM 969457100 16,868 -276 -1.61 717 7.19 0.0298
2024-05-03 2024-03-31 13F WILLIAMS COS COM 969457100 17,144 251 1.49 668 13.61 0.0324
2024-02-06 2023-12-31 13F WILLIAMS COS COM 969457100 16,893 1,292 8.28 588 12.00 0.0362
2023-10-13 2023-09-30 13F WILLIAMS COS COM 969457100 15,601 -769 -4.70 526 -1.69 0.0370
2023-08-03 2023-06-30 13F WILLIAMS COS COM 969457100 16,370 -27,271 -62.49 534 -59.02 0.0350
2023-05-08 2023-03-31 13F WILLIAMS COS COM 969457100 43,641 -2,737 -5.90 1,303 -14.56 0.0715
2023-02-06 2022-12-31 13F WILLIAMS COS COM 969457100 46,378 25,042 117.37 1,526 149.59 0.0994
2022-11-03 2022-09-30 13F WILLIAMS COS COM 969457100 21,336 5,044 30.96 611 20.28 0.0442
2022-07-29 2022-06-30 13F WILLIAMS COS COM 969457100 16,292 380 2.39 508 -4.51 0.0360
2022-05-10 2022-03-31 13F WILLIAMS COS COM 969457100 15,912 -7,488 -32.00 532 -12.64 0.0326
2022-02-14 2021-12-31 13F WILLIAMS COS COM 969457100 23,400 7,800 50.00 609 50.37 0.0379
2021-11-10 2021-09-30 13F WILLIAMS COS COM 969457100 15,600 2 0.01 405 -2.17 0.0309
2021-08-09 2021-06-30 13F WILLIAMS COS COM 969457100 15,598 2,103 15.58 414 29.38 0.0318
2021-05-05 2021-03-31 13F WILLIAMS COS COM 969457100 13,495 -4 -0.03 320 18.08 0.0273
2021-02-09 2020-12-31 13F WILLIAMS COS COM 969457100 13,499 -746 -5.24 271 -3.21 0.0257
2021-02-03 2020-09-30 13F/A-1 WILLIAMS COS COM 969457100 14,245 -178 -1.23 280 2.19 0.0317
2020-08-10 2020-06-30 13F WILLIAMS COS COM 969457100 14,423 66 0.46 274 34.98 0.0370
2020-04-22 2020-03-31 13F WILLIAMS COS COM 969457100 14,357 14,357 203 0.0326
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.