Independent Advisor Alliance’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 | $2.58M | Buy |
28,593
+291
| +1% | +$24K | 0.03% | 480 |
|
|
2025
Q4 | $2.08M | Buy |
28,302
+4,625
| +20% | +$328K | 0.05% | 301 |
|
|
2025
Q3 | $1.73M | Buy |
23,677
+275
| +1% | +$21.1K | 0.04% | 325 |
|
|
2025
Q2 | $1.91M | Buy |
23,402
+665
| +3% | +$55.4K | 0.06% | 290 |
|
|
2025
Q1 | $2.26M | Buy |
22,737
+2,270
| +11% | +$225K | 0.07% | 236 |
|
|
2024
Q4 | $2.05M | Buy |
20,467
+2,216
| +12% | +$227K | 0.03% | 504 |
|
|
2024
Q3 | $1.66M | Sell |
18,251
-209
| -1% | -$18.2K | 0.06% | 251 |
|
|
2024
Q2 | $1.51M | Buy |
18,460
+866
| +5% | +$69.2K | 0.05% | 261 |
|
|
2024
Q1 | $1.41M | Buy |
17,594
+1,766
| +11% | +$129K | 0.05% | 267 |
|
|
2023
Q4 | $1.11M | Buy |
15,828
+1,729
| +12% | +$116K | 0.04% | 289 |
|
|
2023
Q3 | $894K | Buy |
14,099
+4,558
| +48% | +$298K | 0.04% | 311 |
|
|
2023
Q2 | $589K | Buy |
9,541
+600
| +7% | +$37.1K | 0.03% | 396 |
|
|
2023
Q1 | $568K | Sell |
8,941
-7,274
| -45% | -$483K | 0.03% | 396 |
|
|
2022
Q4 | $1.06K | Buy |
16,215
+59
| +0.4% | +$3.63K | ﹤0.01% | 297 |
|
|
2022
Q3 | $828K | Sell |
16,156
-892
| -5% | -$53K | 0.05% | 279 |
|
|
2022
Q2 | $946K | Sell |
17,048
-1,897
| -10% | -$123K | 0.05% | 280 |
|
|
2022
Q1 | $1.34M | Buy |
18,945
+7,231
| +62% | +$463K | 0.06% | 235 |
|
|
2021
Q4 | $688K | Sell |
11,714
-392
| -3% | -$24.3K | 0.03% | 329 |
|
|
2021
Q3 | $702K | Buy |
12,106
+3,066
| +34% | +$165K | 0.04% | 315 |
|
|
2021
Q2 | $503K | Buy |
9,040
+1,905
| +27% | +$101K | 0.03% | 391 |
|
|
2021
Q1 | $361K | Buy |
+7,135
| New | +$324K | 0.02% | 445 |
|
|
2020
Q1 | – | Sell |
-7,429
| Closed | -$562K | – | 710 |
|
|
2019
Q4 | $562K | Sell |
7,429
-58
| -0.8% | -$4.15K | 0.02% | 506 |
|
|
2019
Q3 | $552K | Buy |
7,487
+897
| +14% | +$63.5K | 0.07% | 240 |
|
|
2019
Q2 | $453K | Sell |
6,590
-388
| -6% | -$26.2K | 0.07% | 234 |
|
|
2019
Q1 | $487K | Buy |
6,978
+2,160
| +45% | +$140K | 0.07% | 234 |
|
|
2018
Q4 | $260K | Sell |
4,818
-1,294
| -21% | -$80.4K | 0.05% | 315 |
|
|
2018
Q3 | $352K | Buy |
6,112
+1,870
| +44% | +$128K | 0.06% | 238 |
|
|
2018
Q2 | $268K | Buy |
4,242
+305
| +8% | +$19.6K | 0.06% | 260 |
|
|
2018
Q1 | $221K | Sell |
3,937
-5,652
| -59% | -$324K | 0.05% | 303 |
|
|
2017
Q4 | $543K | Buy |
+9,589
| New | +$512K | 0.12% | 176 |
|
Other funds holding OKE
VCM
VPM
Independent Advisor Alliance's OKE Position: Q1 2026 in Review
Independent Advisor Alliance increased its Oneok (OKE) stake by 1% in Q1 2026, buying an estimated $24K and bringing the position to 28,593 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #480.
Independent Advisor Alliance first reported a position in OKE in Q4 2017 and has held it in 30 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.
- Independent Advisor Alliance held 28,593 shares of Oneok worth $2.58M as of Q1 2026.
- Independent Advisor Alliance bought 291 Oneok shares in Q1 2026, an estimated $24K.
- Oneok made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #480 holding.
- Independent Advisor Alliance first reported a position in Oneok in Q4 2017 and has held it in 30 quarters since.
- 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.