CFM Wealth Partners’s Oneok OKE Stock Holding History

CFM Wealth Partners’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	$968K	Sell	11,134 -6,888	-38%	-$607K	0.12%	81
2026 Q1	$1.63M	Hold	18,022	–	–	0.24%	65
2025 Q4	$1.32M	Hold	18,022	–	–	0.19%	66
2025 Q3	$1.32M	Hold	18,022	–	–	0.19%	68
2025 Q2	$1.47M	Sell	18,022 -168	-0.9%	-$14K	0.23%	66
2025 Q1	$1.8M	Hold	18,190	–	–	0.32%	58
2024 Q4	$1.83M	Hold	18,190	–	–	0.31%	56
2024 Q3	$1.66M	Sell	18,190 -1,334	-7%	-$116K	0.29%	62
2024 Q2	$1.59M	Hold	19,524	–	–	0.29%	65
2024 Q1	$1.57M	Sell	19,524 -1,889	-9%	-$138K	0.31%	63
2023 Q4	$1.5M	Sell	21,413 -4	-0%	-$268	0.34%	63
2023 Q3	$1.36M	Buy	+21,417	New	+$1.4M	0.36%	61
2020 Q3	–	Sell	-8,122	Closed	-$269K	–	368
2020 Q2	$269K	Sell	8,122 -8,142	-50%	-$265K	0.1%	119
2020 Q1	$355K	Hold	16,264	–	–	0.16%	94
2019 Q4	$1.25M	Buy	+16,264	New	+$1.16M	0.46%	49

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CFM Wealth Partners's OKE Position: Q2 2026 in Review

CFM Wealth Partners reduced its Oneok (OKE) stake by 38% in Q2 2026, selling an estimated $607K and leaving 11,134 shares worth $968K. The position accounts for 0.12% of the portfolio, ranked #81.

CFM Wealth Partners first reported a position in OKE in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.83M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

CFM Wealth Partners held 11,134 shares of Oneok worth $968K as of Q2 2026.
CFM Wealth Partners sold 6,888 Oneok shares in Q2 2026, an estimated $607K.
Oneok made up 0.12% of CFM Wealth Partners's portfolio in Q2 2026, its #81 holding.
CFM Wealth Partners first reported a position in Oneok in Q4 2019 and has held it in 15 quarters since.
CFM Wealth Partners's Oneok position peaked at $1.83M in Q4 2024.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.