Position in OKE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,562
-$1,250 QoQ
Shares Held
179
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,537
of 1,645 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, 2026Valued Wealth Advisors LLC holds $187,649 across 14 Oil & Gas Midstream names. OKE ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
700 | $52,038 | |
| 2 | TRGP |
Targa Resources Corp.
|
192 | $51,482 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
154 | $36,807 | |
| 4 | INSW |
International Seaways, Inc.
|
248 | $18,994 | |
| 5 | OKE |
Oneok Inc /New/
This page
|
179 | $15,562 | |
| 6 | DHT |
DHT Holdings, Inc.
|
216 | $3,570 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
75 | $2,397 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
54 | $1,878 |
All Filings in OKE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,562 | 179 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,812 | 186 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,276 | 99 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,215 | 140 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,979 | 159 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,073 | 162 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,164 | 161 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $15,218 | 167 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $13,048 | 160 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,540 | 119 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,687 | 81 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||