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 Q2	$898K	Buy	10,326 +45	+0.4%	+$3.96K	0.61%	37
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perissos Private Wealth Management's OKE Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Oneok (OKE) stake by 0.44% in Q2 2026, buying an estimated $3.96K and bringing the position to 10,326 shares worth $898K. The position accounts for 0.61% of the portfolio, ranked #37.

Perissos Private Wealth Management first reported a position in OKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2024. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Perissos Private Wealth Management held 10,326 shares of Oneok worth $898K as of Q2 2026.
Perissos Private Wealth Management bought 45 Oneok shares in Q2 2026, an estimated $3.96K.
Oneok made up 0.61% of Perissos Private Wealth Management's portfolio in Q2 2026, its #37 holding.
Perissos Private Wealth Management first reported a position in Oneok in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Oneok position peaked at $1.22M in Q4 2024.
1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.