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JPL Wealth Management’s Oneok OKE Stock Holding History

JPL 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
2026
Q1 		$39.3K Buy
+435
New +$35.8K 0.01% 270
2025
Q4 		– Sell
-335
Closed -$24.4K – 800
2025
Q3 		$24.4K Buy
+335
New +$25.7K 0.01% 369

Other funds holding OKE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JPL Wealth Management's OKE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Oneok (OKE) in Q1 2026: 435 shares worth $39.3K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in OKE as recently as Q3 2025.

JPL Wealth Management first reported a position in OKE in Q3 2025 and has held it in 2 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • JPL Wealth Management held 435 shares of Oneok worth $39.3K as of Q1 2026.
  • Oneok was a new JPL Wealth Management position in Q1 2026.
  • Oneok made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #270 holding.
  • JPL Wealth Management first reported a position in Oneok in Q3 2025 and has held it in 2 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.