Perissos Private Wealth Management’s Oneok OKE Stock Holding History

Perissos Private Wealth Management’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	$929K	Sell	10,281 -1,719	-14%	-$142K	0.81%	33
2025 Q4	$882K	Sell	12,000 -2,407	-17%	-$171K	0.76%	35
2025 Q3	$1.05M	Buy	14,407 +2,203	+18%	+$169K	0.77%	38
2025 Q2	$996K	Buy	12,204 +64	+0.5%	+$5.34K	0.79%	37
2025 Q1	$1.2M	Buy	12,140 +11	+0.1%	+$1.09K	1.1%	33
2024 Q4	$1.22M	Buy	12,129 +156	+1%	+$16K	0.91%	39
2024 Q3	$1.09M	Sell	11,973 -529	-4%	-$46K	0.88%	38
2024 Q2	$1.02M	Buy	12,502 +69	+0.6%	+$5.51K	0.91%	33
2024 Q1	$997K	Buy	+12,433	New	+$908K	0.9%	37

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

Perissos Private Wealth Management's OKE Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its Oneok (OKE) stake by 14% in Q1 2026, selling an estimated $142K and leaving 10,281 shares worth $929K. The position accounts for 0.81% of the portfolio, ranked #33.

Perissos Private Wealth Management first reported a position in OKE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Perissos Private Wealth Management held 10,281 shares of Oneok worth $929K as of Q1 2026.
Perissos Private Wealth Management sold 1,719 Oneok shares in Q1 2026, an estimated $142K.
Oneok made up 0.81% of Perissos Private Wealth Management's portfolio in Q1 2026, its #33 holding.
Perissos Private Wealth Management first reported a position in Oneok in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Oneok position peaked at $1.22M in Q4 2024.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.