IFG
OKE icon

Independent Financial Group’s Oneok OKE Stock Holding History

Independent Financial Group’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 		$520K Sell
5,983
-47
-0.8% -$4.14K 0.01% 981
2026
Q1 		$545K Buy
6,030
+268
+5% +$22.1K 0.01% 893
2025
Q4 		$424K Sell
5,762
-2,849
-33% -$202K 0.01% 973
2025
Q3 		$628K Sell
8,611
-3,247
-27% -$249K 0.02% 754
2025
Q2 		$968K Sell
11,858
-1,873
-14% -$156K 0.03% 555
2025
Q1 		$1.36M Sell
13,731
-1,836
-12% -$182K 0.05% 392
2024
Q4 		$1.56M Sell
15,567
-394
-2% -$40.3K 0.05% 353
2024
Q3 		$1.45M Buy
15,961
+670
+4% +$58.3K 0.05% 346
2024
Q2 		$1.25M Sell
15,291
-48
-0.3% -$3.83K 0.05% 343
2024
Q1 		$1.23M Sell
15,339
-20,864
-58% -$1.52M 0.06% 328
2023
Q4 		$2.54M Sell
36,203
-22,852
-39% -$1.53M 0.14% 167
2023
Q3 		$3.75M Sell
59,055
-4,369
-7% -$285K 0.24% 88
2023
Q2 		$3.91M Buy
63,424
+798
+1% +$49.4K 0.27% 78
2023
Q1 		$3.98M Sell
62,626
-604
-1% -$40.1K 0.32% 64
2022
Q4 		$4.15M Sell
63,230
-3,957
-6% -$243K 0.36% 47
2022
Q3 		$3.44M Buy
67,187
+6,980
+12% +$415K 0.31% 55
2022
Q2 		$3.34M Buy
60,207
+2,403
+4% +$156K 0.36% 54
2022
Q1 		$4.08M Buy
57,804
+683
+1% +$43.7K 0.33% 50
2021
Q4 		$3.36M Sell
57,121
-3,380
-6% -$210K 0.28% 68
2021
Q3 		$3.51M Buy
60,501
+6,155
+11% +$331K 0.36% 54
2021
Q2 		$3.02M Buy
54,346
+2,567
+5% +$137K 0.32% 70
2021
Q1 		$2.62M Buy
51,779
+10,783
+26% +$490K 0.34% 63
2020
Q4 		$1.57M Buy
40,996
+14,511
+55% +$488K 0.23% 105
2020
Q3 		$688K Buy
26,485
+3,435
+15% +$95.6K 0.13% 179
2020
Q2 		$766K Buy
+23,050
New +$751K 0.17% 155

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's OKE Position: Q2 2026 in Review

Independent Financial Group reduced its Oneok (OKE) stake by 0.78% in Q2 2026, selling an estimated $4.14K and leaving 5,983 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #981.

Independent Financial Group first reported a position in OKE in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.15M in Q4 2022. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Independent Financial Group held 5,983 shares of Oneok worth $520K as of Q2 2026.
  • Independent Financial Group sold 47 Oneok shares in Q2 2026, an estimated $4.14K.
  • Oneok made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #981 holding.
  • Independent Financial Group first reported a position in Oneok in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Oneok position peaked at $4.15M in Q4 2022.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.