OFG
OKE icon

Oxford Financial Group’s Oneok OKE Stock Holding History

Oxford Financial Group’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 		$279K Sell
3,211
-117
-4% -$10.3K 0.01% 213
2026
Q1 		$301K Sell
3,328
-90
-3% -$7.41K 0.02% 213
2025
Q4 		$251K Sell
3,418
-84
-2% -$5.95K 0.01% 205
2025
Q3 		$256K Buy
3,502
+120
+4% +$9.19K 0.01% 199
2025
Q2 		$276K Buy
3,382
+11
+0.3% +$917 0.02% 180
2025
Q1 		$335K Sell
3,371
-123
-4% -$12.2K 0.02% 166
2024
Q4 		$351K Buy
3,494
+46
+1% +$4.71K 0.02% 190
2024
Q3 		$314K Sell
3,448
-55
-2% -$4.79K 0.02% 196
2024
Q2 		$286K Buy
3,503
+99
+3% +$7.91K 0.02% 225
2024
Q1 		$273K Buy
3,404
+83
+2% +$6.06K 0.02% 193
2023
Q4 		$233K Buy
3,321
+12
+0.4% +$804 0.02% 213
2023
Q3 		$210K Buy
+3,309
New +$216K 0.02% 212

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oxford Financial Group's OKE Position: Q2 2026 in Review

Oxford Financial Group reduced its Oneok (OKE) stake by 3.5% in Q2 2026, selling an estimated $10.3K and leaving 3,211 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #213.

Oxford Financial Group first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $351K in Q4 2024. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Oxford Financial Group held 3,211 shares of Oneok worth $279K as of Q2 2026.
  • Oxford Financial Group sold 117 Oneok shares in Q2 2026, an estimated $10.3K.
  • Oneok made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #213 holding.
  • Oxford Financial Group first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
  • Oxford Financial Group's Oneok position peaked at $351K in Q4 2024.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.