Position in OKE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$148,319
-$5,886 QoQ
Shares Held
1,706
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,389
of 1,649 holders
Holding Since
Dec 2022
15 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, 2026Tanglewood Legacy Advisors, LLC holds $476,977 across 4 Oil & Gas Midstream names. OKE ranks #2 (31.1% of the industry book) .
All Filings in OKE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,319 | 1,706 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $154,205 | 1,706 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $125,391 | 1,706 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $124,486 | 1,706 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $139,260 | 1,706 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $169,269 | 1,706 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $182,326 | 1,816 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $170,048 | 1,866 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $152,172 | 1,866 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $149,597 | 1,866 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $131,030 | 1,866 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $118,360 | 1,866 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $115,169 | 1,866 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $118,565 | 1,866 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $122,596 | 1,866 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||