CFM WEALTH PARTNERS LLC

Position in OKE — Oneok Inc /New/

CIK 1801097 AUSTIN, TX

Position in OKE

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

Position Value

$967,989

-$661,019 QoQ

Shares Held

11,134

-38.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#765

of 1,649 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $38,484,949 across 11 Oil & Gas Midstream names. OKE ranks #9 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	226,183	$16,814,444
2	EPD	Enterprise Products Partners L.P.	183,670	$6,751,709
3	ET	Energy Transfer LP	188,858	$3,610,964
4	MPLX	Mplx LP	46,729	$2,632,244
5	WES	Western Midstream Partners, LP	49,883	$2,182,880
6	TRGP	Targa Resources Corp.	6,166	$1,653,351
7	HESM	Hess Midstream LP	42,260	$1,588,976
8	ENB	Enbridge Inc	26,264	$1,423,771

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$967,989	11,134	-38.2%	Shares	Sole	2026-08-07
2026-03-31	$1,629,008	18,022	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,324,617	18,022	0.0%	Shares	Sole	2026-01-27
2025-09-30	$1,315,065	18,022	0.0%	Shares	Sole	2025-11-03
2025-06-30	$1,471,135	18,022	-0.9%	Shares	Sole	2025-07-23
2025-03-31	$1,804,811	18,190	0.0%	Shares	Sole	2025-04-25
2024-12-31	$1,826,276	18,190	0.0%	Shares	Sole	2025-01-24
2024-09-30	$1,657,654	18,190	-6.8%	Shares	Sole	2024-10-23
2024-06-30	$1,592,182	19,524	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,565,239	19,524	-8.8%	Shares	Sole	2024-04-15
2023-12-31	$1,503,620	21,413	-0.0%	Shares	Sole	2024-01-12
2023-09-30	$1,358,480	21,417	+163.7%	Shares	Sole	2023-10-11
2020-06-30	$269,812	8,122	-50.1%	Shares	Sole	2020-08-14
2020-03-31	$354,717	16,264	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.