Occidental Asset Management, LLC

Position in OKE — Oneok Inc /New/

CIK 1770994 Burlingame, CA

Position in OKE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$330,893

-$12,227 QoQ

Shares Held

3,806

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,127

of 1,649 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Occidental Asset Management, LLC holds $1,929,555 across 5 Oil & Gas Midstream names. OKE ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	25,070	$921,573
2	WMB	Williams Companies, Inc.	4,703	$349,621
3	OKE	Oneok Inc /New/ This page	3,806	$330,893
4	KMI	Kinder Morgan, Inc.	8,240	$263,432
5	NAT	NORDIC AMERICAN TANKERS Ltd	11,559	$64,036

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,893	3,806	+0.3%	Shares	Sole	2026-08-07
2026-03-31	$343,120	3,796	+0.8%	Shares	Sole	2026-04-16
2025-12-31	$276,874	3,767	-5.2%	Shares	Sole	2026-01-08
2025-09-30	$289,836	3,972	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$323,336	3,961	+16.5%	Shares	Sole	2025-07-14
2025-03-31	$337,248	3,399	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.