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JFS Wealth Advisors’s Oneok OKE Stock Holding History

JFS Wealth Advisors’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 		$129K Buy
1,483
+66
+5% +$5.81K 0.01% 396
2026
Q1 		$128K Sell
1,417
-447
-24% -$36.8K 0.01% 388
2025
Q4 		$137K Buy
1,864
+144
+8% +$10.2K 0.01% 364
2025
Q3 		$126K Buy
1,720
+150
+10% +$11.5K 0.01% 381
2025
Q2 		$128K Buy
1,570
+72
+5% +$6K 0.01% 342
2025
Q1 		$149K Sell
1,498
-46
-3% -$4.57K 0.01% 329
2024
Q4 		$155K Sell
1,544
-1
-0.1% -$102 0.01% 317
2024
Q3 		$141K Buy
1,545
+6
+0.4% +$522 0.01% 328
2024
Q2 		$126K Buy
1,539
+35
+2% +$2.8K 0.01% 283
2024
Q1 		$121K Buy
1,504
+59
+4% +$4.31K 0.01% 295
2023
Q4 		$101K Buy
1,445
+849
+142% +$56.9K 0.01% 301
2023
Q3 		$37.8K Buy
596
+1
+0.2% +$65 ﹤0.01% 409
2023
Q2 		$36.7K Sell
595
-16
-3% -$990 ﹤0.01% 412
2023
Q1 		$38.8K Buy
611
+7
+1% +$465 ﹤0.01% 405
2022
Q4 		$39.7K Sell
604
-7
-1% -$430 ﹤0.01% 399
2022
Q3 		$31K Sell
611
-73
-11% -$4.34K ﹤0.01% 471
2022
Q2 		$38K Buy
684
+117
+21% +$7.59K ﹤0.01% 449
2022
Q1 		$40K Buy
567
+113
+25% +$7.23K ﹤0.01% 472
2021
Q4 		$27K Buy
454
+54
+14% +$3.35K ﹤0.01% 522
2021
Q3 		$23K Buy
+400
New +$21.5K ﹤0.01% 525

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

JFS Wealth Advisors's OKE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Oneok (OKE) stake by 4.7% in Q2 2026, buying an estimated $5.81K and bringing the position to 1,483 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #396.

JFS Wealth Advisors first reported a position in OKE in Q3 2021 and has held it in 20 quarters since. The position peaked at $155K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • JFS Wealth Advisors held 1,483 shares of Oneok worth $129K as of Q2 2026.
  • JFS Wealth Advisors bought 66 Oneok shares in Q2 2026, an estimated $5.81K.
  • Oneok made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #396 holding.
  • JFS Wealth Advisors first reported a position in Oneok in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Oneok position peaked at $155K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.