Physician Wealth Advisors’s ONE Gas OGS Stock Holding History

Physician Wealth Advisors’s Portfolio OGS Stock Details OGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.58K	Buy	22 +9	+69%	+$705	﹤0.01%	1690
2026 Q2	$1K	Sell	13 -6	-32%	-$499	﹤0.01%	1836
2026 Q1	$1.64K	Hold	19	–	–	﹤0.01%	1437
2025 Q4	$1.47K	Buy	19 +6	+46%	+$482	﹤0.01%	1423
2025 Q3	$1.05K	Hold	13	–	–	﹤0.01%	1546
2025 Q2	$935	Buy	+13	New	+$977	﹤0.01%	1477

Other funds holding OGS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Physician Wealth Advisors's OGS Position: Q3 2026 in Review

Physician Wealth Advisors increased its ONE Gas (OGS) stake by 69% in Q3 2026, buying an estimated $705 and bringing the position to 22 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Physician Wealth Advisors first reported a position in OGS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.64K in Q1 2026. 217 funds tracked by Wall St. Rank hold OGS as of Q3 2026.

Physician Wealth Advisors held 22 shares of ONE Gas worth $1.58K as of Q3 2026.
Physician Wealth Advisors bought 9 ONE Gas shares in Q3 2026, an estimated $705.
ONE Gas made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1690 holding.
Physician Wealth Advisors first reported a position in ONE Gas in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's ONE Gas position peaked at $1.64K in Q1 2026.
217 funds tracked by Wall St. Rank held ONE Gas as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.