Martel Wealth Advisors’s Oneok OKE Stock Holding History

Martel 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	–	Sell	-5,078	Closed	-$459K	–	70
2026 Q1	$459K	Hold	5,078	–	–	0.08%	47
2025 Q4	$373K	Hold	5,078	–	–	0.06%	52
2025 Q3	$371K	Hold	5,078	–	–	0.06%	50
2025 Q2	$415K	Hold	5,078	–	–	0.08%	47
2025 Q1	$504K	Hold	5,078	–	–	0.1%	42
2024 Q4	$510K	Buy	+5,078	New	+$519K	0.1%	41

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Martel Wealth Advisors sold out of Oneok (OKE) in Q2 2026, closing a stake of 5,078 shares — an estimated $459K sold.

Martel Wealth Advisors first reported a position in OKE in Q4 2024 and held it in 6 quarters. The position peaked at $510K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Martel Wealth Advisors reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 5,078 Oneok shares in Q2 2026, an estimated $459K.
Martel Wealth Advisors first reported a position in Oneok in Q4 2024 and held it in 6 quarters.
Martel Wealth Advisors's Oneok position peaked at $510K in Q4 2024.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

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