Position in OKE
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$459,000
+$85,767 QoQ
Shares Held
5,078
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Martel Wealth Advisors LLC holds $266,142 across 1 Oil & Gas Midstream name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
7,240 | $266,142 |
All Filings in OKE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $459,000 | 5,078 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $373,233 | 5,078 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $370,541 | 5,078 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $414,517 | 5,078 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $503,839 | 5,078 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $509,831 | 5,078 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||