Position in OKE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$662,221
-$21,217 QoQ
Shares Held
7,617
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#887
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, 2026Morton Capital Management LLC/CA holds $3,684,545 across 4 Oil & Gas Midstream names. OKE ranks #4 (18.0% 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 | $662,221 | 7,617 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $683,438 | 7,561 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $551,397 | 7,502 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $542,458 | 7,434 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $601,694 | 7,371 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $732,243 | 7,380 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $734,225 | 7,313 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $656,956 | 7,209 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $573,785 | 7,036 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $559,987 | 6,985 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $486,343 | 6,926 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $435,510 | 6,866 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||