Position in OKE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$392,621
+$1,504 QoQ
Shares Held
4,516
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,050
of 1,649 holders
Holding Since
Mar 2025
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, 2026Caliber Wealth Management, LLC / KS holds $392,621 across 1 Oil & Gas Midstream name. OKE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
4,516 | $392,621 |
All Filings in OKE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,621 | 4,516 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $391,117 | 4,327 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $316,491 | 4,306 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $314,062 | 4,304 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $526,186 | 6,446 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $627,864 | 6,328 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||