Position in OKE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$274,469
-$22,913 QoQ
Shares Held
3,157
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,213
of 1,649 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026TCV Trust & Wealth Management, Inc. holds $16,855,309 across 4 Oil & Gas Midstream names. OKE ranks #4 (1.6% of the industry book) .
All Filings in OKE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,469 | 3,157 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $297,382 | 3,290 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $241,814 | 3,290 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $230,366 | 3,157 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $486,269 | 5,957 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $581,031 | 5,856 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $587,942 | 5,856 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $278,493 | 3,056 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $249,216 | 3,056 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $244,998 | 3,056 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $214,591 | 3,056 | Shares | Sole | 2024-01-25 | |
| 2022-03-31 | $212,596 | 3,010 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||