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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Oxford Financial Group's OKE Position: Q1 2026 in Review

Oxford Financial Group reduced its Oneok (OKE) stake by 2.6% in Q1 2026, selling an estimated $7.41K and leaving 3,328 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #213.

Oxford Financial Group first reported a position in OKE in Q3 2023 and has held it in 11 quarters since. The position peaked at $351K in Q4 2024. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Oxford Financial Group held 3,328 shares of Oneok worth $301K as of Q1 2026.
Oxford Financial Group sold 90 Oneok shares in Q1 2026, an estimated $7.41K.
Oneok made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #213 holding.
Oxford Financial Group first reported a position in Oneok in Q3 2023 and has held it in 11 quarters since.
Oxford Financial Group's Oneok position peaked at $351K in Q4 2024.
1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.