GA
OKE icon

GoalVest Advisory’s Oneok OKE Stock Holding History

GoalVest Advisory’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
Q2 		$1.57M Sell
18,116
-111
-0.6% -$9.78K 0.29% 45
2026
Q1 		$1.65M Sell
18,227
-766
-4% -$63.1K 0.32% 55
2025
Q4 		$1.4M Sell
18,993
-2,871
-13% -$203K 0.27% 62
2025
Q3 		$1.6M Buy
21,864
+2,637
+14% +$202K 0.34% 51
2025
Q2 		$1.57M Buy
19,227
+833
+5% +$69.4K 0.39% 44
2025
Q1 		$1.83M Buy
18,394
+1,564
+9% +$155K 0.5% 36
2024
Q4 		$1.69M Sell
16,830
-831
-5% -$85K 0.46% 34
2024
Q3 		$1.61M Buy
17,661
+574
+3% +$49.9K 0.46% 37
2024
Q2 		$1.39M Sell
17,087
-2,462
-13% -$197K 0.45% 35
2024
Q1 		$1.57M Buy
19,549
+445
+2% +$32.5K 0.52% 26
2023
Q4 		$1.34M Buy
19,104
+1,327
+7% +$88.9K 0.59% 20
2023
Q3 		$1.13M Buy
17,777
+600
+3% +$39.2K 0.57% 23
2023
Q2 		$1.06M Sell
17,177
-4,616
-21% -$286K 0.55% 25
2023
Q1 		$1.38M Buy
21,793
+2,445
+13% +$162K 0.81% 21
2022
Q4 		$1.27M Buy
19,348
+2,200
+13% +$135K 0.82% 24
2022
Q3 		$879K Buy
17,148
+2,451
+17% +$146K 0.62% 45
2022
Q2 		$810K Buy
14,697
+14,680
+86,353% +$952K 0.51% 61
2022
Q1 		$1K Buy
+17
New +$1.09K ﹤0.01% 352

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

GoalVest Advisory's OKE Position: Q2 2026 in Review

GoalVest Advisory reduced its Oneok (OKE) stake by 0.61% in Q2 2026, selling an estimated $9.78K and leaving 18,116 shares worth $1.57M. The position accounts for 0.29% of the portfolio, ranked #45.

GoalVest Advisory first reported a position in OKE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.83M in Q1 2025. 270 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • GoalVest Advisory held 18,116 shares of Oneok worth $1.57M as of Q2 2026.
  • GoalVest Advisory sold 111 Oneok shares in Q2 2026, an estimated $9.78K.
  • Oneok made up 0.29% of GoalVest Advisory's portfolio in Q2 2026, its #45 holding.
  • GoalVest Advisory first reported a position in Oneok in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Oneok position peaked at $1.83M in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.