Cromwell Holdings’s Oneok OKE Stock Holding History

Cromwell Holdings’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	$196K	Buy	2,249 +87	+4%	+$7.66K	0.09%	215
2026 Q1	$195K	Buy	2,162 +18	+0.8%	+$1.48K	0.11%	189
2025 Q4	$158K	Buy	2,144 +282	+15%	+$20K	0.09%	224
2025 Q3	$136K	Buy	1,862 +6	+0.3%	+$459	0.07%	257
2025 Q2	$152K	Buy	1,856 +6	+0.3%	+$500	0.09%	224
2025 Q1	$184K	Buy	1,850 +27	+1%	+$2.68K	0.12%	166
2024 Q4	$183K	Hold	1,823	–	–	0.11%	171
2024 Q3	$166K	Hold	1,823	–	–	0.11%	195
2024 Q2	$149K	Buy	+1,823	New	+$146K	0.09%	199

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's OKE Position: Q2 2026 in Review

Cromwell Holdings increased its Oneok (OKE) stake by 4% in Q2 2026, buying an estimated $7.66K and bringing the position to 2,249 shares worth $196K. The position accounts for 0.09% of the portfolio, ranked #215.

Cromwell Holdings first reported a position in OKE in Q2 2024 and has held it in 9 quarters since. 455 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Cromwell Holdings held 2,249 shares of Oneok worth $196K as of Q2 2026.
Cromwell Holdings bought 87 Oneok shares in Q2 2026, an estimated $7.66K.
Oneok made up 0.09% of Cromwell Holdings's portfolio in Q2 2026, its #215 holding.
Cromwell Holdings first reported a position in Oneok in Q2 2024 and has held it in 9 quarters since.
455 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.