Position in OKE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$847,143
-$31,176 QoQ
Shares Held
9,744
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#798
of 1,649 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $3,701,737 across 7 Oil & Gas Midstream names. OKE ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
4,208 | $1,005,754 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
9,744 | $847,143 | |
| 3 | ENB |
Enbridge Inc
|
9,977 | $540,853 | |
| 4 | WMB |
Williams Companies, Inc.
|
6,079 | $451,912 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
12,123 | $387,572 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
7,043 | $258,900 | |
| 7 | MPLX |
Mplx LP
|
3,721 | $209,603 |
All Filings in OKE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,143 | 9,744 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $878,319 | 9,717 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $493,038 | 6,708 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $490,212 | 6,718 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $552,798 | 6,772 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $732,739 | 7,385 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $768,361 | 7,653 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $696,688 | 7,645 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $619,127 | 7,592 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $644,085 | 8,034 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $606,349 | 8,635 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $506,107 | 7,979 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $535,667 | 8,679 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $583,233 | 9,179 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $603,060 | 9,179 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $537,763 | 10,495 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||