Position in OKE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$316,374
-$12,555 QoQ
Shares Held
3,639
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,144
of 1,649 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, 2026PCG Wealth Advisors, LLC holds $881,086 across 3 Oil & Gas Midstream names. OKE ranks #1 (35.9% 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 | $316,374 | 3,639 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $328,929 | 3,639 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $267,466 | 3,639 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $265,537 | 3,639 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $297,051 | 3,639 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $361,061 | 3,639 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $375,395 | 3,739 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $350,759 | 3,849 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $322,040 | 3,949 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $308,574 | 3,849 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $283,618 | 4,039 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $256,193 | 4,039 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||