CRWM
OKE icon

Castle Rock Wealth Management’s Oneok OKE Stock Holding History

Castle Rock Wealth 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 		– Sell
-37,398
Closed -$3.21M – 280
2026
Q2 		$3.21M Buy
37,398
+746
+2% +$65.7K 0.63% 45
2026
Q1 		$3.24M Buy
36,652
+436
+1% +$35.9K 0.7% 35
2025
Q4 		$2.81M Buy
36,216
+28,343
+360% +$2.01M 0.61% 46
2025
Q3 		$570K Buy
7,873
+137
+2% +$10.5K 0.13% 148
2025
Q2 		$626K Sell
7,736
-263
-3% -$21.9K 0.15% 139
2025
Q1 		$790K Buy
7,999
+16
+0.2% +$1.59K 0.21% 116
2024
Q4 		$781K Sell
7,983
-95
-1% -$9.72K 0.19% 122
2024
Q3 		$768K Buy
8,078
+1,271
+19% +$111K 0.18% 132
2024
Q2 		$556K Buy
+6,807
New +$544K 0.14% 141
2019
Q3 		– Sell
-3,299
Closed -$227K – 180
2019
Q2 		$227K Buy
+3,299
New +$222K 0.25% 124
2018
Q4 		– Sell
-3,224
Closed -$205K – 79
2018
Q3 		$205K Sell
3,224
-1,619
-33% -$111K 0.33% 105
2018
Q2 		$338K Hold
4,843
– – 0.46% 84
2018
Q1 		$276K Sell
4,843
-300
-6% -$17.2K 0.46% 78
2017
Q4 		$275K Buy
+5,143
New +$274K 0.54% 71

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 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

Castle Rock Wealth Management's OKE Position: Q3 2026 in Review

Castle Rock Wealth Management sold out of Oneok (OKE) in Q3 2026, closing a stake of 37,398 shares — an estimated $3.21M sold.

Castle Rock Wealth Management first reported a position in OKE in Q4 2017 and held it in 14 quarters. The position peaked at $3.24M in Q1 2026. 59 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Castle Rock Wealth Management reported no remaining Oneok position as of Q3 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 37,398 Oneok shares in Q3 2026, an estimated $3.21M.
  • Castle Rock Wealth Management first reported a position in Oneok in Q4 2017 and held it in 14 quarters.
  • Castle Rock Wealth Management's Oneok position peaked at $3.24M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.