Position in OKE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,737
+$3,049 QoQ
Shares Held
112
+51.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,562
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, 2026True Wealth Design, LLC holds $314,469 across 22 Oil & Gas Midstream names. OKE ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
2,501 | $79,956 | |
| 2 | WMB |
Williams Companies, Inc.
|
998 | $74,191 | |
| 3 | STNG |
Scorpio Tankers Inc.
|
417 | $28,881 | |
| 4 | LPG |
Dorian Lpg Ltd.
|
546 | $18,989 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
79 | $18,881 | |
| 6 | TNK |
Teekay Tankers Ltd.
|
234 | $15,179 | |
| 7 | ENB |
Enbridge Inc
|
262 | $14,203 | |
| 8 | PBA |
Pembina Pipeline Corp
|
255 | $11,793 |
All Filings in OKE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,737 | 112 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,688 | 74 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,087 | 42 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,305 | 59 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,591 | 44 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,953 | 60 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,815 | 38 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,095 | 23 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,467 | 18 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,443 | 18 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $702 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $634 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $555 | 9 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $571 | 9 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $591 | 9 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||