Position in OKE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,738
-$175,855 QoQ
Shares Held
66
-96.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,586
of 1,649 holders
Holding Since
Sep 2020
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, 2026Lloyd Advisory Services, LLC. holds $434,531 across 5 Oil & Gas Midstream names. OKE ranks #5 (1.3% of the industry book) .
All Filings in OKE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,738 | 66 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $181,593 | 2,009 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,307 | 45 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $1,083,898 | 13,520 | Shares | Sole | 2024-04-12 | |
| 2023-09-30 | $208,494 | 3,287 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $131,936 | 1,868 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $86,435 | 1,471 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $28,299 | 488 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $15,300 | 275 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $8,612 | 170 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $6,793 | 177 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $6,391 | 246 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||