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Olistico Wealth’s Oneok OKE Stock Holding History

Olistico Wealth’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 		$3.72M Sell
43,684
-63,109
-59% -$5.81M 1.56% 16
2026
Q2 		$3.81M Buy
106,793
+59,946
+128% +$5.28M 1.63% 14
2026
Q1 		$4.23M Buy
46,847
+1,222
+3% +$101K 2.09% 10
2025
Q4 		$3.35M Sell
45,625
-1,463
-3% -$104K 1.64% 15
2025
Q3 		$3.44M Buy
47,088
+5,256
+13% +$403K 1.82% 13
2025
Q2 		$3.41M Buy
41,832
+4,295
+11% +$358K 1.9% 12
2025
Q1 		$3.8M Sell
37,537
-4,135
-10% -$410K 2.35% 10
2024
Q4 		$4.18M Buy
41,672
+721
+2% +$73.8K 2.43% 9
2024
Q3 		$3.73M Buy
40,951
+1,939
+5% +$169K 2.28% 9
2024
Q2 		$3.18M Buy
39,012
+47
+0.1% +$3.75K 2.03% 10
2024
Q1 		$3.12M Buy
38,965
+29
+0.1% +$2.12K 2.25% 9
2023
Q4 		$2.73M Buy
38,936
+139
+0.4% +$9.32K 2.14% 7
2023
Q3 		$2.46M Buy
38,797
+3,187
+9% +$208K 2.2% 7
2023
Q2 		$2.2M Buy
35,610
+1,165
+3% +$72.1K 1.88% 7
2023
Q1 		$2.19M Sell
34,445
-533
-2% -$35.4K 2.1% 9
2022
Q4 		$2.3M Buy
+34,978
New +$2.15M 2.49% 8

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Olistico Wealth's OKE Position: Q3 2026 in Review

Olistico Wealth reduced its Oneok (OKE) stake by 59% in Q3 2026, selling an estimated $5.81M and leaving 43,684 shares worth $3.72M. The position accounts for 1.56% of the portfolio, ranked #16.

Olistico Wealth first reported a position in OKE in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.23M in Q1 2026. 43 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Olistico Wealth held 43,684 shares of Oneok worth $3.72M as of Q3 2026.
  • Olistico Wealth sold 63,109 Oneok shares in Q3 2026, an estimated $5.81M.
  • Oneok made up 1.56% of Olistico Wealth's portfolio in Q3 2026, its #16 holding.
  • Olistico Wealth first reported a position in Oneok in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's Oneok position peaked at $4.23M in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.