Financial Gravity Asset Management’s Oneok OKE Stock Holding History

Financial Gravity Asset Management’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 Q1	$36.2K	Hold	400	–	–	0.01%	352
2025 Q4	$29.4K	Buy	400 +100	+33%	+$7.08K	0.01%	313
2025 Q3	$21.9K	Buy	+300	New	+$23K	﹤0.01%	416
2025 Q1	$39.7K	Buy	+400	New	+$39.7K	0.01%	352
2024 Q2	$24.5K	Sell	300 -312	-51%	-$24.9K	0.01%	362
2024 Q1	$46K	Sell	612 -2,388	-80%	-$174K	0.01%	399
2023 Q4	$621K	Buy	3,000 +300	+11%	+$20.1K	0.01%	439
2023 Q3	$600K	Buy	2,700 +2,538	+1,567%	+$166K	0.01%	427
2023 Q2	$30	Buy	162 +62	+62%	+$3.83K	﹤0.01%	1454
2023 Q1	$6	Buy	100 +34	+52%	+$2.26K	﹤0.01%	909
2022 Q4	$26	Buy	+66	New	+$4.06K	﹤0.01%	1296
2020 Q2	–	Sell	-132	Closed	-$2.88K	–	608
2020 Q1	$2.88K	Sell	132 -213	-62%	-$13K	0.01%	372
2019 Q4	$82K	Sell	345 -8	-2%	-$572	0.06%	413
2019 Q3	$26K	Buy	353 +117	+50%	+$8.28K	0.02%	410
2019 Q2	$16K	Buy	236 +6	+3%	+$404	0.01%	509
2019 Q1	$16K	Buy	+230	New	+$14.9K	0.01%	474
2018 Q3	$258K	Buy	4,080 +3,816	+1,445%	+$261K	0.27%	76
2018 Q2	$18K	Buy	264 +100	+61%	+$6.44K	0.02%	490
2018 Q1	$10K	Buy	+164	New	+$9.41K	0.01%	589

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Financial Gravity Asset Management's OKE Position: Q1 2026 in Review

Financial Gravity Asset Management held its Oneok (OKE) position steady in Q1 2026 at 400 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #352.

Financial Gravity Asset Management first reported a position in OKE in Q1 2018 and has held it in 19 quarters since. The position peaked at $621K in Q4 2023. 1,687 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Financial Gravity Asset Management held 400 shares of Oneok worth $36.2K as of Q1 2026.
Financial Gravity Asset Management left its Oneok share count unchanged in Q1 2026.
Oneok made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #352 holding.
Financial Gravity Asset Management first reported a position in Oneok in Q1 2018 and has held it in 19 quarters since.
Financial Gravity Asset Management's Oneok position peaked at $621K in Q4 2023.
1,687 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.