Position in OKE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,251,382
-$61,592 QoQ
Shares Held
37,398
+2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#444
of 1,649 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $3,251,382 across 1 Oil & Gas Midstream name. OKE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
37,398 | $3,251,382 |
All Filings in OKE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,251,382 | 37,398 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,312,974 | 36,652 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,661,876 | 36,216 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $574,492 | 7,873 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $631,489 | 7,736 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $793,660 | 7,999 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $801,493 | 7,983 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $736,148 | 8,078 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $555,110 | 6,807 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||