Position in OKE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$520,162
-$24,889 QoQ
Shares Held
5,983
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#962
of 1,649 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. OKE ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
|
7,320 | $544,168 |
All Filings in OKE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,162 | 5,983 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $545,051 | 6,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $423,507 | 5,762 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $628,344 | 8,611 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $967,968 | 11,858 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,362,389 | 13,731 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,562,926 | 15,567 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,454,525 | 15,961 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,246,981 | 15,291 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,229,727 | 15,339 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,542,174 | 36,203 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $3,745,858 | 59,055 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $3,914,529 | 63,424 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $3,979,256 | 62,626 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $4,154,211 | 63,230 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $3,442,661 | 67,187 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $3,341,488 | 60,207 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $4,082,696 | 57,804 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $3,356,429 | 57,121 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $3,508,452 | 60,501 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $3,023,811 | 54,346 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,623,124 | 51,779 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $1,573,426 | 40,996 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $688,080 | 26,485 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $765,721 | 23,050 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||