Robertson Stephens Wealth Management, LLC
Position in OKE — Oneok Inc /New/
CIK 1767307
San Francisco, CA
Position in OKE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$334,371
-$103,839 QoQ
Shares Held
3,846
-20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#397
of 660 holders
Holding Since
Sep 2023
11 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, 2026Robertson Stephens Wealth Management, LLC holds $5,435,553 across 6 Oil & Gas Midstream names. OKE ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
56,876 | $2,090,761 | |
| 2 | MPLX |
Mplx LP
|
24,368 | $1,372,649 | |
| 3 | SBR |
Sabine Royalty Trust
|
10,600 | $775,920 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
17,885 | $571,783 | |
| 5 | OKE |
Oneok Inc /New/
This page
|
3,846 | $334,371 | |
| 6 | ET |
Energy Transfer LP
|
15,171 | $290,069 |
All Filings in OKE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,371 | 3,846 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $438,210 | 4,848 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $355,519 | 4,837 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $277,869 | 3,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $317,703 | 3,892 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $405,115 | 4,083 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $561,269 | 6,159 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $518,739 | 6,361 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $687,056 | 8,570 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $596,378 | 8,493 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $667,093 | 10,517 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||