CFO
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CVA Family Office’s Oneok OKE Stock Holding History

CVA Family Office’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 		$118K Buy
1,357
+144
+12% +$12.7K 0.01% 442
2026
Q1 		$110K Buy
1,213
+133
+12% +$10.9K 0.01% 436
2025
Q4 		$79.4K Buy
1,080
+365
+51% +$25.9K 0.01% 468
2025
Q3 		$52.2K Sell
715
-127
-15% -$9.73K 0.01% 546
2025
Q2 		$68.7K Sell
842
-37
-4% -$3.08K 0.01% 485
2025
Q1 		$87.2K Sell
879
-93
-10% -$9.23K 0.01% 420
2024
Q4 		$97.6K Buy
972
+157
+19% +$16.1K 0.02% 395
2024
Q3 		$74.3K Buy
815
+92
+13% +$8.01K 0.01% 433
2024
Q2 		$59K Buy
723
+9
+1% +$719 0.01% 462
2024
Q1 		$57.2K Sell
714
-94
-12% -$6.86K 0.01% 468
2023
Q4 		$56.7K Buy
+808
New +$54.2K 0.01% 448
2023
Q3 		– Sell
-385
Closed -$23.8K – 719
2023
Q2 		$23.8K Sell
385
-538
-58% -$33.3K 0.01% 583
2023
Q1 		$58.6K Buy
923
+563
+156% +$37.4K 0.01% 412
2022
Q4 		$23.7K Sell
360
-200
-36% -$12.3K 0.01% 533
2022
Q3 		$29K Buy
560
+80
+17% +$4.76K 0.01% 468
2022
Q2 		$27K Hold
480
– – 0.01% 483
2022
Q1 		$34K Hold
480
– – 0.01% 470
2021
Q4 		$28K Buy
+480
New +$29.8K 0.01% 470
2021
Q3 		– Sell
-480
Closed -$27K – 717
2021
Q2 		$27K Hold
480
– – 0.01% 464
2021
Q1 		$24K Buy
+480
New +$21.8K 0.01% 376

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

CVA Family Office's OKE Position: Q2 2026 in Review

CVA Family Office increased its Oneok (OKE) stake by 12% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,357 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #442.

CVA Family Office first reported a position in OKE in Q1 2021 and has held it in 20 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • CVA Family Office held 1,357 shares of Oneok worth $118K as of Q2 2026.
  • CVA Family Office bought 144 Oneok shares in Q2 2026, an estimated $12.7K.
  • Oneok made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #442 holding.
  • CVA Family Office first reported a position in Oneok in Q1 2021 and has held it in 20 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.