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Gilliland Jeter Wealth Management’s Oneok OKE Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-340
Closed -$31K – 497
2024
Q3 		$31K Hold
340
– – 0.01% 348
2024
Q2 		$27.7K Hold
340
– – 0.01% 351
2024
Q1 		$27.3K Buy
+340
New +$24.8K 0.01% 348

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Gilliland Jeter Wealth Management's OKE Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Oneok (OKE) in Q4 2024, closing a stake of 340 shares — an estimated $31K sold.

Gilliland Jeter Wealth Management first reported a position in OKE in Q1 2024 and held it in 3 quarters. The position peaked at $31K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold OKE as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Oneok position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 340 Oneok shares in Q4 2024, an estimated $31K.
  • Gilliland Jeter Wealth Management first reported a position in Oneok in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Oneok position peaked at $31K in Q3 2024.
  • 1,628 funds tracked by Wall St. Rank held Oneok as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.