Position in OKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$337,327
-$15,013 QoQ
Shares Held
3,880
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,116
of 1,649 holders
Holding Since
Mar 2026
2 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, 2026Roehl & Yi Investment Advisors, LLC holds $337,327 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
|
3,880 | $337,327 |
All Filings in OKE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,327 | 3,880 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $352,340 | 3,898 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||