Total Wealth Planning & Management, Inc.
Position in OKE — Oneok Inc /New/
CIK 2058383
Ponte Vedra Beach, FL
Position in OKE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$575,195
-$27,525 QoQ
Shares Held
6,616
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#923
of 1,649 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Derivatives in OKE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$399,924
PutShares
4,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $3,246,848 across 2 Oil & Gas Midstream names. OKE ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
11,178 | $2,671,653 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
6,616 | $575,195 |
All Filings in OKE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,924 | 4,600 | Put | Sole | 2026-07-28 | |
| 2026-06-30 | $575,195 | 6,616 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $415,794 | 4,600 | Put | Sole | 2026-05-05 | |
| 2026-03-31 | $602,720 | 6,668 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $212,826 | 2,145 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $213,450 | 2,126 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||