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PCG Wealth Advisors’s Oneok OKE Stock Holding History

PCG 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 		$316K Hold
3,639
– – 0.07% 140
2026
Q1 		$329K Hold
3,639
– – 0.08% 130
2025
Q4 		$267K Hold
3,639
– – 0.08% 133
2025
Q3 		$266K Hold
3,639
– – 0.08% 132
2025
Q2 		$297K Hold
3,639
– – 0.15% 71
2025
Q1 		$361K Sell
3,639
-100
-3% -$9.93K 0.13% 102
2024
Q4 		$375K Sell
3,739
-110
-3% -$11.3K 0.14% 98
2024
Q3 		$351K Sell
3,849
-100
-3% -$8.7K 0.14% 91
2024
Q2 		$322K Buy
3,949
+100
+3% +$7.99K 0.14% 90
2024
Q1 		$309K Sell
3,849
-190
-5% -$13.9K 0.15% 86
2023
Q4 		$284K Hold
4,039
– – 0.16% 83
2023
Q3 		$256K Buy
+4,039
New +$264K 0.17% 81

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

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

PCG Wealth Advisors held its Oneok (OKE) position steady in Q2 2026 at 3,639 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #140.

PCG Wealth Advisors first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $375K in Q4 2024. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • PCG Wealth Advisors held 3,639 shares of Oneok worth $316K as of Q2 2026.
  • PCG Wealth Advisors left its Oneok share count unchanged in Q2 2026.
  • Oneok made up 0.07% of PCG Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • PCG Wealth Advisors first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
  • PCG Wealth Advisors's Oneok position peaked at $375K in Q4 2024.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.