Physician Wealth Advisors’s Oneok OKE Stock Holding History

Physician 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	$239K	Buy	2,745 +20	+0.7%	+$1.76K	0.03%	193
2026 Q1	$246K	Sell	2,725 -9	-0.3%	-$741	0.03%	171
2025 Q4	$201K	Buy	2,734 +311	+13%	+$22K	0.03%	201
2025 Q3	$177K	Buy	2,423 +24	+1%	+$1.84K	0.03%	208
2025 Q2	$196K	Sell	2,399 -20	-0.8%	-$1.67K	0.03%	188
2025 Q1	$240K	Buy	2,419 +45	+2%	+$4.47K	0.04%	155
2024 Q4	$238K	Hold	2,374	–	–	0.04%	159
2024 Q3	$225K	Hold	2,374	–	–	0.04%	172
2024 Q2	$202K	Buy	+2,374	New	+$190K	0.04%	177

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

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

Physician Wealth Advisors increased its Oneok (OKE) stake by 0.73% in Q2 2026, buying an estimated $1.76K and bringing the position to 2,745 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #193.

Physician Wealth Advisors first reported a position in OKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $246K in Q1 2026. 739 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Physician Wealth Advisors held 2,745 shares of Oneok worth $239K as of Q2 2026.
Physician Wealth Advisors bought 20 Oneok shares in Q2 2026, an estimated $1.76K.
Oneok made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #193 holding.
Physician Wealth Advisors first reported a position in Oneok in Q2 2024 and has held it in 9 quarters since.
Physician Wealth Advisors's Oneok position peaked at $246K in Q1 2026.
739 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.