CI
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CX Institutional’s Oneok OKE Stock Holding History

CX Institutional’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
Q3 		– Sell
-20,357
Closed -$1.77M – 1718
2026
Q2 		$1.77M Sell
20,357
-44,228
-68% -$3.9M 0.05% 262
2026
Q1 		$5.84M Buy
64,585
+3,946
+7% +$325K 0.18% 144
2025
Q4 		$4.46M Buy
60,639
+4,243
+8% +$301K 0.13% 155
2025
Q3 		$4.12M Buy
56,396
+122
+0.2% +$9.34K 0.12% 156
2025
Q2 		$4.59M Buy
56,274
+3
+0% +$250 0.16% 143
2025
Q1 		$5.58M Buy
56,271
+428
+0.8% +$42.5K 0.21% 113
2024
Q4 		$5.61M Sell
55,843
-740
-1% -$75.7K 0.22% 107
2024
Q3 		$5.16M Buy
56,583
+552
+1% +$48K 0.23% 120
2024
Q2 		$4.57M Sell
56,031
-2,051
-4% -$164K 0.21% 115
2024
Q1 		$4.66M Buy
58,082
+51
+0.1% +$3.72K 0.22% 111
2023
Q4 		$4.07M Sell
58,031
-2,233
-4% -$150K 0.22% 124
2023
Q3 		$3.82M Buy
60,264
+42,585
+241% +$2.78M 0.21% 121
2023
Q2 		$1.09M Sell
17,679
-437
-2% -$27K 0.06% 262
2023
Q1 		$1.18M Buy
+18,116
New +$1.2M 0.06% 262
2022
Q3 		– Sell
-1,441
Closed -$80K – 933
2022
Q2 		$80K Buy
+1,441
New +$93.4K 0.01% 586
2021
Q4 		– Sell
-1,349
Closed -$78K – 743
2021
Q3 		$78K Buy
1,349
+109
+9% +$5.86K 0.01% 493
2021
Q2 		$69K Buy
1,240
+455
+58% +$24.2K 0.01% 502
2021
Q1 		$40K Buy
785
+157
+25% +$7.13K ﹤0.01% 537
2020
Q4 		$24K Buy
628
+410
+188% +$13.8K ﹤0.01% 580
2020
Q3 		$6K Sell
218
-98
-31% -$2.73K ﹤0.01% 731
2020
Q2 		$10K Buy
316
+189
+149% +$6.16K ﹤0.01% 563
2020
Q1 		$3K Sell
127
-15
-11% -$914 ﹤0.01% 625
2019
Q4 		$11K Hold
142
– – ﹤0.01% 424
2019
Q3 		$10K Sell
142
-59
-29% -$4.17K ﹤0.01% 462
2019
Q2 		$14K Buy
201
+104
+107% +$7.01K ﹤0.01% 438
2019
Q1 		$7K Buy
+97
New +$6.28K ﹤0.01% 497

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CX Institutional's OKE Position: Q3 2026 in Review

CX Institutional sold out of Oneok (OKE) in Q3 2026, closing a stake of 20,357 shares — an estimated $1.77M sold.

CX Institutional first reported a position in OKE in Q1 2019 and held it in 26 quarters. The position peaked at $5.84M in Q1 2026. 49 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • CX Institutional reported no remaining Oneok position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 20,357 Oneok shares in Q3 2026, an estimated $1.77M.
  • CX Institutional first reported a position in Oneok in Q1 2019 and held it in 26 quarters.
  • CX Institutional's Oneok position peaked at $5.84M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.