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Crestwood Advisors Group’s Oneok OKE Stock Holding History

Crestwood Advisors Group’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 		$873K Buy
10,038
+203
+2% +$17.9K 0.01% 343
2026
Q1 		$889K Buy
9,835
+904
+10% +$74.4K 0.02% 311
2025
Q4 		$656K Buy
8,931
+2,643
+42% +$187K 0.01% 345
2025
Q3 		$459K Sell
6,288
-2,119
-25% -$162K 0.01% 377
2025
Q2 		$686K Buy
8,407
+8
+0.1% +$667 0.01% 305
2025
Q1 		$833K Buy
8,399
+349
+4% +$34.6K 0.02% 292
2024
Q4 		$808K Buy
8,050
+380
+5% +$38.9K 0.02% 256
2024
Q3 		$699K Buy
7,670
+1,086
+16% +$94.5K 0.01% 256
2024
Q2 		$537K Sell
6,584
-1,628
-20% -$130K 0.01% 270
2024
Q1 		$658K Sell
8,212
-450
-5% -$32.8K 0.01% 249
2023
Q4 		$608K Sell
8,662
-275
-3% -$18.4K 0.01% 245
2023
Q3 		$567K Buy
+8,937
New +$583K 0.01% 236
2017
Q2 		– Sell
-484
Closed -$25K – 356
2017
Q1 		$25K Buy
+484
New +$26.6K ﹤0.01% 350

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crestwood Advisors Group's OKE Position: Q2 2026 in Review

Crestwood Advisors Group increased its Oneok (OKE) stake by 2.1% in Q2 2026, buying an estimated $17.9K and bringing the position to 10,038 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #343.

Crestwood Advisors Group first reported a position in OKE in Q1 2017 and has held it in 13 quarters since. The position peaked at $889K in Q1 2026. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Crestwood Advisors Group held 10,038 shares of Oneok worth $873K as of Q2 2026.
  • Crestwood Advisors Group bought 203 Oneok shares in Q2 2026, an estimated $17.9K.
  • Oneok made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #343 holding.
  • Crestwood Advisors Group first reported a position in Oneok in Q1 2017 and has held it in 13 quarters since.
  • Crestwood Advisors Group's Oneok position peaked at $889K in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.