JWM
OKE icon

JFG Wealth Management’s Oneok OKE Stock Holding History

JFG 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
2025
Q3 		$251K Hold
3,445
– – 0.05% 61
2025
Q2 		$281K Sell
3,445
-3,445
-50% -$287K 0.06% 56
2025
Q1 		$684K Sell
6,890
-15
-0.2% -$1.49K 0.16% 40
2024
Q4 		$693K Hold
6,905
– – 0.16% 48
2024
Q3 		$629K Buy
6,905
+12
+0.2% +$1.04K 0.17% 37
2024
Q2 		$562K Buy
+6,893
New +$551K 0.16% 31

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFG Wealth Management's OKE Position: Q3 2025 in Review

JFG Wealth Management held its Oneok (OKE) position steady in Q3 2025 at 3,445 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #61.

JFG Wealth Management first reported a position in OKE in Q2 2024 and has held it in 6 quarters since. The position peaked at $693K in Q4 2024. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • JFG Wealth Management held 3,445 shares of Oneok worth $251K as of Q3 2025.
  • JFG Wealth Management left its Oneok share count unchanged in Q3 2025.
  • Oneok made up 0.05% of JFG Wealth Management's portfolio in Q3 2025, its #61 holding.
  • JFG Wealth Management first reported a position in Oneok in Q2 2024 and has held it in 6 quarters since.
  • JFG Wealth Management's Oneok position peaked at $693K in Q4 2024.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.