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Beverly Hills Private Wealth’s Oneok OKE Stock Holding History

Beverly Hills Private Wealth’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,881
Closed -$351K – 334
2026
Q1 		$351K Buy
3,881
+527
+16% +$43.4K 0.06% 235
2025
Q4 		$246K Buy
+3,354
New +$238K 0.04% 284

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Beverly Hills Private Wealth's OKE Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Oneok (OKE) in Q2 2026, closing a stake of 3,881 shares — an estimated $351K sold.

Beverly Hills Private Wealth first reported a position in OKE in Q4 2025 and held it in 2 quarters. The position peaked at $351K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,881 Oneok shares in Q2 2026, an estimated $351K.
  • Beverly Hills Private Wealth first reported a position in Oneok in Q4 2025 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Oneok position peaked at $351K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.