Phillips Wealth Planners’s Oneok OKE Stock Holding History

Phillips Wealth Planners’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	$362K	Sell	3,994 -5	-0.1%	-$440	0.27%	111
2026 Q1	$351K	Buy	+3,999	New	+$329K	0.26%	127

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

Phillips Wealth Planners's OKE Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Oneok (OKE) stake by 0.13% in Q2 2026, selling an estimated $440 and leaving 3,994 shares worth $362K. The position accounts for 0.27% of the portfolio, ranked #111.

Phillips Wealth Planners first reported a position in OKE in Q1 2026 and has held it in 2 quarters since. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Phillips Wealth Planners held 3,994 shares of Oneok worth $362K as of Q2 2026.
Phillips Wealth Planners sold 5 Oneok shares in Q2 2026, an estimated $440.
Oneok made up 0.27% of Phillips Wealth Planners's portfolio in Q2 2026, its #111 holding.
Phillips Wealth Planners first reported a position in Oneok in Q1 2026 and has held it in 2 quarters since.
1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.