Clifford Swan Investment Counsel’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.6M | Sell |
39,852
-1,391
| -3% | -$115K | 0.12% | 123 |
|
|
2025
Q4 | $3.03M | Sell |
41,243
-2,201
| -5% | -$156K | 0.1% | 131 |
|
|
2025
Q3 | $3.17M | Sell |
43,444
-16
| -0% | -$1.23K | 0.11% | 128 |
|
|
2025
Q2 | $3.55M | Buy |
43,460
+1
| +0% | +$83 | 0.13% | 122 |
|
|
2025
Q1 | $4.31M | Sell |
43,459
-843
| -2% | -$83.7K | 0.16% | 116 |
|
|
2024
Q4 | $4.45M | Sell |
44,302
-794
| -2% | -$81.2K | 0.16% | 115 |
|
|
2024
Q3 | $4.11M | Sell |
45,096
-800
| -2% | -$69.6K | 0.15% | 118 |
|
|
2024
Q2 | $3.74M | Hold |
45,896
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $3.68M | Sell |
45,896
-6,581
| -13% | -$480K | 0.14% | 120 |
|
|
2023
Q4 | $3.68M | Sell |
52,477
-559
| -1% | -$37.5K | 0.14% | 121 |
|
|
2023
Q3 | $3.36M | Buy |
53,036
+18,054
| +52% | +$1.18M | 0.14% | 118 |
|
|
2023
Q2 | $2.16M | Hold |
34,982
| – | – | 0.09% | 136 |
|
|
2023
Q1 | $2.22M | Sell |
34,982
-100
| -0.3% | -$6.64K | 0.09% | 131 |
|
|
2022
Q4 | $2.3M | Buy |
35,082
+414
| +1% | +$25.4K | 0.1% | 129 |
|
|
2022
Q3 | $1.78M | Sell |
34,668
-691
| -2% | -$41.1K | 0.08% | 137 |
|
|
2022
Q2 | $1.96M | Hold |
35,359
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $2.5M | Sell |
35,359
-295
| -0.8% | -$18.9K | 0.09% | 130 |
|
|
2021
Q4 | $2.1M | Sell |
35,654
-394
| -1% | -$24.4K | 0.07% | 146 |
|
|
2021
Q3 | $2.31M | Buy |
36,048
+53
| +0.1% | +$2.85K | 0.08% | 140 |
|
|
2021
Q2 | $1.86M | Sell |
35,995
-5,661
| -14% | -$302K | 0.07% | 144 |
|
|
2021
Q1 | $2.11M | Sell |
41,656
-3,152
| -7% | -$143K | 0.09% | 137 |
|
|
2020
Q4 | $1.72M | Sell |
44,808
-1,946
| -4% | -$65.4K | 0.08% | 141 |
|
|
2020
Q3 | $1.22M | Buy |
46,754
+128
| +0.3% | +$3.56K | 0.06% | 158 |
|
|
2020
Q2 | $1.55M | Buy |
46,626
+478
| +1% | +$15.6K | 0.08% | 139 |
|
|
2020
Q1 | $1.01M | Sell |
46,148
-1,675
| -4% | -$102K | 0.06% | 156 |
|
|
2019
Q4 | $3.62M | Hold |
47,823
| – | – | 0.17% | 111 |
|
|
2019
Q3 | $3.52M | Sell |
47,823
-221
| -0.5% | -$15.6K | 0.18% | 107 |
|
|
2019
Q2 | $3.31M | Sell |
48,044
-1,077
| -2% | -$72.6K | 0.17% | 108 |
|
|
2019
Q1 | $3.43M | Sell |
49,121
-246
| -0.5% | -$15.9K | 0.18% | 107 |
|
|
2018
Q4 | $2.66M | Sell |
49,367
-1,342
| -3% | -$83.3K | 0.16% | 112 |
|
|
2018
Q3 | $3.44M | Hold |
50,709
| – | – | 0.18% | 108 |
|
|
2018
Q2 | $3.54M | Hold |
50,709
| – | – | 0.2% | 107 |
|
|
2018
Q1 | $2.89M | Sell |
50,709
-413
| -0.8% | -$23.7K | 0.16% | 110 |
|
|
2017
Q4 | $2.73M | Sell |
51,122
-2,265
| -4% | -$121K | 0.15% | 115 |
|
|
2017
Q3 | $2.96M | Buy |
+53,387
| New | +$2.89M | 0.18% | 110 |
|
Other funds holding OKE
VCM
VPM
Clifford Swan Investment Counsel's OKE Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Oneok (OKE) stake by 3.4% in Q1 2026, selling an estimated $115K and leaving 39,852 shares worth $3.6M. The position accounts for 0.12% of the portfolio, ranked #123.
Clifford Swan Investment Counsel first reported a position in OKE in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.45M in Q4 2024. 1,684 funds tracked by Wall St. Rank hold OKE as of Q1 2026.
- Clifford Swan Investment Counsel held 39,852 shares of Oneok worth $3.6M as of Q1 2026.
- Clifford Swan Investment Counsel sold 1,391 Oneok shares in Q1 2026, an estimated $115K.
- Oneok made up 0.12% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #123 holding.
- Clifford Swan Investment Counsel first reported a position in Oneok in Q3 2017 and has held it in 35 quarters since.
- Clifford Swan Investment Counsel's Oneok position peaked at $4.45M in Q4 2024.
- 1,684 funds tracked by Wall St. Rank held Oneok as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.