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MJT & Associates Financial Advisory’s Oneok OKE Stock Holding History

MJT & Associates Financial Advisory’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 		$45.4K Sell
533
-1,867
-78% -$172K 0.03% 75
2026
Q2 		$209K Sell
2,400
-515
-18% -$45.4K 0.14% 38
2026
Q1 		$263K Buy
2,915
+515
+21% +$42.4K 0.19% 34
2025
Q4 		$176K Sell
2,400
-301
-11% -$21.3K 0.13% 44
2025
Q3 		$197K Buy
2,701
+161
+6% +$12.3K 0.16% 37
2025
Q2 		$207K Buy
2,540
+140
+6% +$11.7K 0.26% 37
2025
Q1 		$238K Buy
+2,400
New +$238K 0.23% 40

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

MJT & Associates Financial Advisory's OKE Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Oneok (OKE) stake by 78% in Q3 2026, selling an estimated $172K and leaving 533 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #75.

MJT & Associates Financial Advisory first reported a position in OKE in Q1 2025 and has held it in 7 quarters since. The position peaked at $263K in Q1 2026. 52 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • MJT & Associates Financial Advisory held 533 shares of Oneok worth $45.4K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 1,867 Oneok shares in Q3 2026, an estimated $172K.
  • Oneok made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #75 holding.
  • MJT & Associates Financial Advisory first reported a position in Oneok in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Oneok position peaked at $263K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.