Position in OKE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$279,164
-$21,653 QoQ
Shares Held
3,211
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,202
of 1,649 holders
Holding Since
Sep 2023
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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $554,128 across 2 Oil & Gas Midstream names. OKE ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
3,211 | $279,164 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
7,480 | $274,964 |
All Filings in OKE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,164 | 3,211 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $300,817 | 3,328 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251,223 | 3,418 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $255,540 | 3,502 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,072 | 3,382 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,470 | 3,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $350,797 | 3,494 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $314,216 | 3,448 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $285,669 | 3,503 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $272,898 | 3,404 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $233,200 | 3,321 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $209,889 | 3,309 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||