Occidental Asset Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 1770994
Burlingame, CA
Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$349,621
+$7,992 QoQ
Shares Held
4,703
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,255
of 1,824 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Derivatives in WMB
reported options exposure · as of Mar 31, 2026CallValue
$109,170
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Occidental Asset Management, LLC holds $1,929,555 across 5 Oil & Gas Midstream names. WMB ranks #2 (18.1% of the industry book) .
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,621 | 4,703 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $109,170 | 1,500 | Call | Sole | 2026-04-16 | |
| 2026-03-31 | $341,629 | 4,694 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $13,519 | 1,500 | Call | Sole | 2026-01-08 | |
| 2025-12-31 | $295,620 | 4,918 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,423 | 1,500 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $291,916 | 4,608 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,151 | 1,500 | Call | Sole | 2025-07-14 | |
| 2025-06-30 | $288,297 | 4,590 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $273,103 | 4,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,991,433 | 92,229 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,044,316 | 88,594 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,645,522 | 85,777 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,174,535 | 81,461 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,304,317 | 66,159 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,999,366 | 59,346 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,794,747 | 55,003 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,415,632 | 47,409 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,407,429 | 42,779 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,008,577 | 35,228 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $967,478 | 30,999 | Shares | Sole | 2022-07-18 | |
| 2020-12-31 | $764,967 | 38,153 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $695,826 | 35,411 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $712,584 | 37,465 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $446,644 | 31,565 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||