IBEX Wealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9M | Buy |
187,077
+6,315
| +3% | +$520K | 1.57% | 18 |
|
|
2025
Q4 | $13.3M | Sell |
180,762
-1,644
| -0.9% | -$116K | 1.3% | 19 |
|
|
2025
Q3 | $13.3M | Buy |
182,406
+1,377
| +0.8% | +$105K | 1.27% | 18 |
|
|
2025
Q2 | $14.8M | Buy |
181,029
+5,114
| +3% | +$426K | 1.58% | 12 |
|
|
2025
Q1 | $17.5M | Sell |
175,915
-3,512
| -2% | -$349K | 2.31% | 6 |
|
|
2024
Q4 | $18M | Buy |
+179,427
| New | +$18.4M | 2.12% | 7 |
|
|
2024
Q3 | – | Sell |
-171,977
| Closed | -$14M | – | 214 |
|
|
2024
Q2 | $14M | Sell |
171,977
-16,329
| -9% | -$1.3M | 2.19% | 6 |
|
|
2024
Q1 | $12.4M | Buy |
188,306
+188,135
| +110,020% | +$13.7M | 3.35% | 3 |
|
|
2023
Q4 | $12K | Sell |
171
-172,755
| -100% | -$11.6M | 2.6% | 5 |
|
|
2023
Q3 | $11M | Buy |
+172,926
| New | +$11.3M | 2.79% | 5 |
|
|
2023
Q1 | $11.5M | Sell |
181,315
-6,991
| -4% | -$464K | 2.99% | 5 |
|
|
2022
Q4 | $12.4M | Buy |
188,306
+7,269
| +4% | +$447K | 2.8% | 3 |
|
|
2022
Q3 | $9.28M | Buy |
181,037
+52,131
| +40% | +$3.1M | 2.41% | 8 |
|
|
2022
Q2 | $7.15M | Buy |
128,906
+749
| +0.6% | +$48.6K | 1.65% | 15 |
|
|
2022
Q1 | $9.05M | Buy |
128,157
+13,123
| +11% | +$840K | 1.73% | 10 |
|
|
2021
Q4 | $6.76M | Buy |
115,034
+3,390
| +3% | +$210K | 1.2% | 21 |
|
|
2021
Q3 | $6.47M | Buy |
111,644
+2,730
| +3% | +$147K | 1.25% | 18 |
|
|
2021
Q2 | $6.06M | Buy |
+108,914
| New | +$5.8M | 1.21% | 19 |
|
|
2020
Q2 | – | Sell |
-57,965
| Closed | -$1.26M | – | 106 |
|
|
2020
Q1 | $1.26M | Sell |
57,965
-4,547
| -7% | -$277K | 0.49% | 71 |
|
|
2019
Q4 | $4.73M | Buy |
62,512
+520
| +0.8% | +$37.2K | 1.45% | 19 |
|
|
2019
Q3 | $4.57M | Buy |
61,992
+1,057
| +2% | +$74.8K | 1.52% | 18 |
|
|
2019
Q2 | $4.19M | Buy |
60,935
+664
| +1% | +$44.8K | 1.21% | 22 |
|
|
2019
Q1 | $4.21M | Buy |
60,271
+18,599
| +45% | +$1.2M | 1.48% | 21 |
|
|
2018
Q4 | $2.25M | Sell |
41,672
-1,563
| -4% | -$97.1K | 1.03% | 33 |
|
|
2018
Q3 | $2.98M | Sell |
43,235
-6,591
| -13% | -$451K | 1.07% | 41 |
|
|
2018
Q2 | $2.8M | Hold |
49,826
| – | – | 1.12% | 41 |
|
|
2018
Q1 | $2.8M | Buy |
49,826
+1,928
| +4% | +$111K | 1.14% | 40 |
|
|
2017
Q4 | $2.71M | Buy |
47,898
+506
| +1% | +$27K | 1.2% | 35 |
|
|
2017
Q3 | $2.66M | Sell |
47,392
-486
| -1% | -$26.3K | 0.98% | 44 |
|
|
2017
Q2 | $2.44M | Buy |
+47,878
| New | +$2.48M | 0.96% | 45 |
|
|
2017
Q1 | – | Sell |
-620
| Closed | -$35K | – | 276 |
|
|
2016
Q4 | $35K | Buy |
+620
| New | +$32.5K | 0.02% | 189 |
|
Other funds holding OKE
VCM
VPM
IBEX Wealth Advisors's OKE Position: Q1 2026 in Review
IBEX Wealth Advisors increased its Oneok (OKE) stake by 3.5% in Q1 2026, buying an estimated $520K and bringing the position to 187,077 shares worth $16.9M. The position accounts for 1.57% of the portfolio, ranked #18.
IBEX Wealth Advisors first reported a position in OKE in Q4 2016 and has held it in 31 quarters since. The position peaked at $18M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.
- IBEX Wealth Advisors held 187,077 shares of Oneok worth $16.9M as of Q1 2026.
- IBEX Wealth Advisors bought 6,315 Oneok shares in Q1 2026, an estimated $520K.
- Oneok made up 1.57% of IBEX Wealth Advisors's portfolio in Q1 2026, its #18 holding.
- IBEX Wealth Advisors first reported a position in Oneok in Q4 2016 and has held it in 31 quarters since.
- IBEX Wealth Advisors's Oneok position peaked at $18M in Q4 2024.
- 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.