Position in OKE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$363,756
-$97,865 QoQ
Shares Held
4,184
-18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,080
of 1,649 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $2,377,155 across 5 Oil & Gas Midstream names. OKE ranks #3 (15.3% of the industry book) .
All Filings in OKE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,756 | 4,184 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $461,621 | 5,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $365,883 | 4,978 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $505,536 | 6,928 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $663,488 | 8,128 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $806,857 | 8,132 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $773,080 | 7,700 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $612,211 | 6,718 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $529,830 | 6,497 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $487,032 | 6,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $425,533 | 6,060 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $396,374 | 6,249 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $384,824 | 6,235 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $375,966 | 5,917 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $388,484 | 5,913 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $302,111 | 5,896 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $326,895 | 5,890 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $409,583 | 5,799 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $123,278 | 2,098 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $121,315 | 2,092 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $106,828 | 1,920 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $96,912 | 1,913 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,379 | 531 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||