Position in OKE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$641,878
-$33,877 QoQ
Shares Held
7,383
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#894
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, 2026AVISO WEALTH MANAGEMENT holds $1,472,668 across 3 Oil & Gas Midstream names. OKE ranks #1 (43.6% 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 | $641,878 | 7,383 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $675,755 | 7,476 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $555,366 | 7,556 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $567,487 | 7,777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $634,836 | 7,777 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $752,286 | 7,582 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $771,272 | 7,682 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $705,619 | 7,743 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $637,150 | 7,813 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $615,625 | 7,679 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $528,686 | 7,529 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||