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Chase Investment Counsel’s Oneok OKE Stock Holding History

Chase Investment Counsel’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
2025
Q3 		– Sell
-8,467
Closed -$691K – 144
2025
Q2 		$691K Buy
+8,467
New +$706K 0.22% 77
2020
Q1 		– Sell
-33,279
Closed -$2.52M – 104
2019
Q4 		$2.52M Sell
33,279
-16
-0% -$1.14K 1.28% 37
2019
Q3 		$2.45M Buy
+33,295
New +$2.36M 1.26% 38

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chase Investment Counsel's OKE Position: Q3 2025 in Review

Chase Investment Counsel sold out of Oneok (OKE) in Q3 2025, closing a stake of 8,467 shares — an estimated $691K sold.

Chase Investment Counsel first reported a position in OKE in Q3 2019 and held it in 3 quarters. The position peaked at $2.52M in Q4 2019. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Chase Investment Counsel reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 8,467 Oneok shares in Q3 2025, an estimated $691K.
  • Chase Investment Counsel first reported a position in Oneok in Q3 2019 and held it in 3 quarters.
  • Chase Investment Counsel's Oneok position peaked at $2.52M in Q4 2019.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.