AXXCESS WEALTH MANAGEMENT, LLC

Position in OKE — Oneok Inc /New/

CIK 1911056 CARLSBAD, CA

Position in OKE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,335,382

+$589,590 QoQ

Shares Held

26,862

+39.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#520

of 1,649 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $12,719,501 across 10 Oil & Gas Midstream names. OKE ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	134,661	$2,574,718
2	OKE	Oneok Inc /New/ This page	26,862	$2,335,382
3	WMB	Williams Companies, Inc.	27,153	$2,018,554
4	KMI	Kinder Morgan, Inc.	55,197	$1,764,648
5	ENB	Enbridge Inc	31,351	$1,699,537
6	KNTK	Kinetik Holdings Inc.	17,846	$862,675
7	DTM	DT Midstream, Inc.	3,798	$557,318
8	TRGP	Targa Resources Corp.	1,843	$494,182

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,335,382	26,862	+39.1%	Shares	Sole	2026-07-28
2026-03-31	$1,745,792	19,314	+70.5%	Shares	Sole	2026-04-29
2025-12-31	$832,681	11,329	-26.4%	Shares	Sole	2026-02-19
2025-09-30	$1,123,592	15,398	-21.7%	Shares	Sole	2025-11-07
2025-06-30	$1,604,437	19,655	-3.8%	Shares	Sole	2025-07-28
2025-03-31	$2,027,759	20,437	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$2,050,569	20,424	+19.6%	Shares	Sole	2025-02-10
2024-09-30	$1,555,680	17,071	-2.1%	Shares	Sole	2024-11-04
2024-06-30	$1,422,639	17,445	+22.0%	Shares	Sole	2024-08-09
2024-03-31	$1,146,190	14,297	-7.8%	Shares	Sole	2024-05-14
2023-12-31	$1,089,393	15,514	+48.4%	Shares	Sole	2024-02-06
2023-09-30	$662,970	10,452	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.