Position in OKE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,079,794
-$64,272 QoQ
Shares Held
12,420
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#726
of 1,649 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $3,256,927 across 6 Oil & Gas Midstream names. OKE ranks #1 (33.2% of the industry book) .
All Filings in OKE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,794 | 12,420 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,144,066 | 12,657 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $910,885 | 12,393 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,021,871 | 14,004 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,189,022 | 14,566 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,354,154 | 13,648 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,472,064 | 14,662 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,354,829 | 14,867 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,211,017 | 14,850 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,183,629 | 14,764 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $977,181 | 13,916 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||