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Journey Retirement Planning & Investment Management’s Oneok OKE Stock Holding History

Journey Retirement Planning & Investment 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
2026
Q3 		$492K Sell
5,768
-736
-11% -$67.7K 0.35% 84
2026
Q2 		$565K Sell
6,504
-653
-9% -$57.5K 0.44% 72
2026
Q1 		$647K Sell
7,157
-22,427
-76% -$1.85M 0.57% 55
2025
Q4 		$2.17M Buy
+29,584
New +$2.1M 0.45% 54

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Journey Retirement Planning & Investment Management's OKE Position: Q3 2026 in Review

Journey Retirement Planning & Investment Management reduced its Oneok (OKE) stake by 11% in Q3 2026, selling an estimated $67.7K and leaving 5,768 shares worth $492K. The position accounts for 0.35% of the portfolio, ranked #84.

Journey Retirement Planning & Investment Management first reported a position in OKE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.17M in Q4 2025. 52 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Journey Retirement Planning & Investment Management held 5,768 shares of Oneok worth $492K as of Q3 2026.
  • Journey Retirement Planning & Investment Management sold 736 Oneok shares in Q3 2026, an estimated $67.7K.
  • Oneok made up 0.35% of Journey Retirement Planning & Investment Management's portfolio in Q3 2026, its #84 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Oneok in Q4 2025 and has held it in 4 quarters since.
  • Journey Retirement Planning & Investment Management's Oneok position peaked at $2.17M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.