Position in OKE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$706,387
+$184,114 QoQ
Shares Held
8,125
+40.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#864
of 1,654 holders
Holding Since
Sep 2023
12 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, 2026Symphony Financial, Ltd. Co. holds $2,666,813 across 6 Oil & Gas Midstream names. OKE ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
8,125 | $706,387 | |
| 2 | ENB |
Enbridge Inc
|
10,050 | $544,810 | |
| 3 | WMB |
Williams Companies, Inc.
|
6,953 | $516,886 | |
| 4 | TRGP |
Targa Resources Corp.
|
1,151 | $308,629 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,101 | $297,792 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,223 | $292,309 |
All Filings in OKE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,387 | 8,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $522,273 | 5,778 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $357,063 | 4,858 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $767,425 | 10,517 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $818,667 | 10,029 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $528,644 | 5,328 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,463,330 | 14,575 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,276,822 | 14,011 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $996,948 | 12,225 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $276,827 | 3,453 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $692,228 | 9,858 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $251,182 | 3,960 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||