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Elevation Wealth Partners’s Oneok OKE Stock Holding History

Elevation Wealth Partners’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 		$23.9K Sell
280
-21
-7% -$1.93K 0.01% 618
2026
Q2 		$26.2K Buy
301
+102
+51% +$8.98K 0.01% 498
2026
Q1 		$18K Sell
199
-82
-29% -$6.75K 0.01% 403
2025
Q4 		$20.7K Buy
281
+247
+726% +$17.5K 0.01% 365
2025
Q3 		$2.48K Buy
+34
New +$2.6K ﹤0.01% 609
2024
Q2 		– Sell
-403
Closed -$32.3K – 532
2024
Q1 		$32.3K Buy
403
+70
+21% +$5.11K 0.02% 260
2023
Q4 		$21.1K Buy
+333
New +$22.3K 0.01% 278

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

Elevation Wealth Partners's OKE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Oneok (OKE) stake by 7% in Q3 2026, selling an estimated $1.93K and leaving 280 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #618.

Elevation Wealth Partners first reported a position in OKE in Q4 2023 and has held it in 7 quarters since. The position peaked at $32.3K in Q1 2024. 53 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Elevation Wealth Partners held 280 shares of Oneok worth $23.9K as of Q3 2026.
  • Elevation Wealth Partners sold 21 Oneok shares in Q3 2026, an estimated $1.93K.
  • Oneok made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #618 holding.
  • Elevation Wealth Partners first reported a position in Oneok in Q4 2023 and has held it in 7 quarters since.
  • Elevation Wealth Partners's Oneok position peaked at $32.3K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.