Position in OKE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$207,897
+$7,771 QoQ
Shares Held
2,300
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 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, 2026Trek Financial, LLC holds $7,101,601 across 5 Oil & Gas Midstream names.
All Filings in OKE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,897 | 2,300 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $200,126 | 2,017 | Shares | Sole | 2025-04-30 | |
| 2023-12-31 | $255,881 | 3,644 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $230,124 | 3,628 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||