Position in OKE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,575,005
-$72,533 QoQ
Shares Held
18,116
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#610
of 1,645 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GoalVest Advisory LLC holds $5,210,281 across 7 Oil & Gas Midstream names. OKE ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
25,846 | $1,921,391 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
18,116 | $1,575,005 | |
| 3 | DHT |
DHT Holdings, Inc.
|
87,485 | $1,446,127 | |
| 4 | PAA |
Plains All American Pipeline LP
|
9,399 | $209,221 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,405 | $44,917 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
273 | $10,035 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15 | $3,585 |
All Filings in OKE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,575,005 | 18,116 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,647,538 | 18,227 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,395,985 | 18,993 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,595,416 | 21,864 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,569,500 | 19,227 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,825,052 | 18,394 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,689,732 | 16,830 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,609,446 | 17,661 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,393,444 | 17,087 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,567,243 | 19,549 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,341,482 | 19,104 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,127,595 | 17,777 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,060,164 | 17,177 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,384,727 | 21,793 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,271,163 | 19,348 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $878,663 | 17,148 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $815,683 | 14,697 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,200 | 17 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||