Position in OKE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,407,890
+$11,471 QoQ
Shares Held
27,696
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#515
of 1,654 holders
Holding Since
Jun 2023
13 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, 2026Summit Financial Wealth Advisors, LLC holds $5,215,517 across 8 Oil & Gas Midstream names. OKE ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
27,696 | $2,407,890 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
3,218 | $769,134 | |
| 3 | ET |
Energy Transfer LP
|
28,087 | $537,023 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
14,608 | $536,990 | |
| 5 | ENB |
Enbridge Inc
|
6,327 | $342,986 | |
| 6 | GEL |
Genesis Energy LP
|
16,613 | $235,406 | |
| 7 | WES |
Western Midstream Partners, LP
|
5,213 | $228,120 | |
| 8 | VG |
Venture Global, Inc.
|
14,193 | $157,968 |
All Filings in OKE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,407,890 | 27,696 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,396,419 | 26,512 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,931,506 | 26,279 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,044,523 | 96,540 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $7,514,123 | 92,051 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $372,372 | 3,753 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $790,148 | 7,870 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $523,177 | 5,741 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $467,933 | 5,738 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $352,908 | 4,402 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $308,897 | 4,399 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $278,584 | 4,392 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $229,907 | 3,725 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||