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BOS Asset Management’s Oneok OKE Stock Holding History

BOS Asset Management’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
Q3 		$343K Buy
4,027
+11
+0.3% +$1.01K 0.08% 148
2026
Q2 		$349K Buy
4,016
+58
+1% +$5.11K 0.08% 144
2026
Q1 		$358K Sell
3,958
-239
-6% -$19.7K 0.09% 144
2025
Q4 		$309K Buy
4,197
+216
+5% +$15.3K 0.08% 148
2025
Q3 		$291K Buy
3,981
+1
+0% +$77 0.08% 150
2025
Q2 		$325K Buy
3,980
+23
+0.6% +$1.92K 0.1% 130
2025
Q1 		$393K Sell
3,957
-160
-4% -$15.9K 0.13% 110
2024
Q4 		$413K Sell
4,117
-86
-2% -$8.8K 0.15% 108
2024
Q3 		$383K Sell
4,203
-87
-2% -$7.57K 0.14% 100
2024
Q2 		$350K Sell
4,290
-29
-0.7% -$2.32K 0.16% 97
2024
Q1 		$346K Sell
4,319
-99
-2% -$7.23K 0.18% 86
2023
Q4 		$310K Buy
4,418
+1
+0% +$67 0.21% 107
2023
Q3 		$280K Buy
+4,417
New +$288K 0.21% 105

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

BOS Asset Management's OKE Position: Q3 2026 in Review

BOS Asset Management increased its Oneok (OKE) stake by 0.27% in Q3 2026, buying an estimated $1.01K and bringing the position to 4,027 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #148.

BOS Asset Management first reported a position in OKE in Q3 2023 and has held it in 13 quarters since. The position peaked at $413K in Q4 2024. 53 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • BOS Asset Management held 4,027 shares of Oneok worth $343K as of Q3 2026.
  • BOS Asset Management bought 11 Oneok shares in Q3 2026, an estimated $1.01K.
  • Oneok made up 0.08% of BOS Asset Management's portfolio in Q3 2026, its #148 holding.
  • BOS Asset Management first reported a position in Oneok in Q3 2023 and has held it in 13 quarters since.
  • BOS Asset Management's Oneok position peaked at $413K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.