GWM
OKE icon

Gilpin Wealth Management’s Oneok OKE Stock Holding History

Gilpin 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
2026
Q3 		$3.24K Sell
38
-33
-46% -$3.04K ﹤0.01% 515
2026
Q2 		$6.17K Hold
71
– – ﹤0.01% 354
2026
Q1 		$6.42K Sell
71
-4
-5% -$329 0.01% 332
2025
Q4 		$5.51K Buy
+75
New +$5.31K ﹤0.01% 332

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 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

Gilpin Wealth Management's OKE Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Oneok (OKE) stake by 46% in Q3 2026, selling an estimated $3.04K and leaving 38 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Gilpin Wealth Management first reported a position in OKE in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.42K in Q1 2026. 59 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Gilpin Wealth Management held 38 shares of Oneok worth $3.24K as of Q3 2026.
  • Gilpin Wealth Management sold 33 Oneok shares in Q3 2026, an estimated $3.04K.
  • Oneok made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #515 holding.
  • Gilpin Wealth Management first reported a position in Oneok in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Oneok position peaked at $6.42K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.