윌리엄스 컴퍼니즈, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership15,488 shares
Latest Disclosed Value $ 1,127,227
Sowell Financial Services LLC reports 1.20% decrease in ownership of WMB / The Williams Companies, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 15,488 shares of The Williams Companies, Inc. (MX:WMB) valued at $1,127,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 15,676 shares of The Williams Companies, Inc.. This represents a change in shares of -1.20% 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)
2026-04-20 2026-03-31 13F WILLIAMS COS COM 969457100 15,488 -188 -1.20 1,127 19.64 0.0417
2026-01-21 2025-12-31 13F WILLIAMS COS COM 969457100 15,676 577 3.82 942 -1.46 0.0346
2025-10-17 2025-09-30 13F WILLIAMS COS COM 969457100 15,099 93 0.62 957 1.49 0.0367
2025-07-14 2025-06-30 13F WILLIAMS COS COM 969457100 15,006 -328 -2.14 943 2.84 0.0384
2025-04-17 2025-03-31 13F WILLIAMS COS COM 969457100 15,334 510 3.44 916 14.21 0.0417
2025-02-07 2024-12-31 13F WILLIAMS COS COM 969457100 14,824 3,938 36.17 802 61.37 0.0422
2024-10-04 2024-09-30 13F WILLIAMS COS COM 969457100 10,886 -810 -6.93 497 0.00 0.0231
2024-08-13 2024-06-30 13F WILLIAMS COS COM 969457100 11,696 18 0.15 497 9.23 0.0237
2024-05-03 2024-03-31 13F WILLIAMS COS COM 969457100 11,678 -78 -0.66 455 11.25 0.0215
2024-01-24 2023-12-31 13F WILLIAMS COS COM 969457100 11,756 -1,236 -9.51 409 -6.62 0.0222
2023-11-08 2023-09-30 13F WILLIAMS COS COM 969457100 12,992 -19,065 -59.47 438 -58.13 0.0275
2023-08-14 2023-06-30 13F WILLIAMS COS COM 969457100 32,057 32,057 1,046 0.0583
2023-05-12 2023-03-31 13F Williams Companies Stock 969457100 0 -42,126 -100.00 0 -100.00
2023-02-09 2022-12-31 13F Williams Companies Stock 969457100 42,126 27,409 186.24 1 -99.76 0.0897
2022-11-15 2022-09-30 13F Williams Companies Stock 969457100 14,717 14,717 421 0.0424
2022-08-15 2022-06-30 13F WILLIAMS COS Stock 969457100 0 -10,144 -100.00 0 -100.00
2022-05-13 2022-03-31 13F WILLIAMS COS Stock 969457100 10,144 10,144 350 0.0611
2021-08-05 2021-06-30 13F WILLIAMS COS INC COM Stock 969457100 0 -5,674 -100.00 0 -100.00
2021-05-07 2021-03-31 13F WILLIAMS COS INC COM Stock 969457100 5,674 -755 -11.74 142 10.08 0.0049
2021-01-13 2020-12-31 13F WILLIAMS COS INC COM COM 969457100 6,429 696 12.14 129 14.16 0.0055
2020-11-12 2020-09-30 13F WILLIAMS COS INC COM COM 969457100 5,733 311 5.74 113 9.71 0.0056
2020-08-13 2020-06-30 13F WILLIAMS COS INC COM Stock 969457100 5,422 -17,054 -75.88 103 -67.61 0.0057
2020-05-12 2020-03-31 13F WILLIAMS COS INC COM Stock 969457100 22,476 2,528 12.67 318 -32.77 0.0235
2020-02-07 2019-12-31 13F WILLIAMS COS INC DEL COM Stock 969457100 19,948 12,074 153.34 473 150.26 0.0360
2019-11-14 2019-09-30 13F WILLIAMS COS INC DEL COM COM 969457100 7,874 7,874 189 0.0156
2017-05-31 2017-03-31 13F Williams Companies COM 969457100 0 -647 -100.00 0 -100.00
2017-02-27 2016-12-31 13F Williams Companies COM 969457100 647 647 19 0.0064
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.