Caliber Wealth Management (Kansas)’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$393K Buy
4,516
+189
+4% +$16.6K 0.04% 209
2026
Q1
$391K Buy
4,327
+21
+0.5% +$1.73K 0.04% 194
2025
Q4
$317K Buy
4,306
+2
+0% +$142 0.03% 213
2025
Q3
$314K Sell
4,304
-2,142
-33% -$164K 0.04% 206
2025
Q2
$526K Buy
6,446
+118
+2% +$9.84K 0.06% 179
2025
Q1
$628K Buy
+6,328
New +$628K 0.09% 148

Other funds holding OKE

Caliber Wealth Management (Kansas)'s OKE Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Oneok (OKE) stake by 4.4% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,516 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #209.

Caliber Wealth Management (Kansas) first reported a position in OKE in Q1 2025 and has held it in 6 quarters since. The position peaked at $628K in Q1 2025. 648 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 4,516 shares of Oneok worth $393K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 189 Oneok shares in Q2 2026, an estimated $16.6K.
  • Oneok made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #209 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Oneok in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Oneok position peaked at $628K in Q1 2025.
  • 648 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.