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Private Wealth Advisors (California)’s Oneok OKE Stock Holding History

Private Wealth Advisors (California)’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 		$315K Buy
3,628
+42
+1% +$3.7K 0.08% 75
2026
Q1 		$324K Buy
3,586
+44
+1% +$3.62K 0.09% 84
2025
Q4 		$260K Sell
3,542
-3
-0.1% -$213 0.08% 82
2025
Q3 		$259K Buy
3,545
+48
+1% +$3.68K 0.09% 77
2025
Q2 		$285K Buy
3,497
+42
+1% +$3.5K 0.1% 74
2025
Q1 		$343K Buy
3,455
+36
+1% +$3.57K 0.12% 74
2024
Q4 		$343K Buy
3,419
+31
+0.9% +$3.17K 0.13% 73
2024
Q3 		$313K Buy
3,388
+38
+1% +$3.31K 0.12% 68
2024
Q2 		$274K Buy
3,350
+40
+1% +$3.19K 0.11% 68
2024
Q1 		$265K Sell
3,310
-40
-1% -$2.92K 0.11% 69
2023
Q4 		$235K Sell
3,350
-2,123
-39% -$142K 0.09% 65
2023
Q3 		$347K Sell
5,473
-64
-1% -$4.18K 0.15% 61
2023
Q2 		$342K Sell
5,537
-126
-2% -$7.79K 0.14% 65
2023
Q1 		$360K Sell
5,663
-344
-6% -$22.9K 0.15% 62
2022
Q4 		$395K Buy
6,007
+85
+1% +$5.22K 0.13% 67
2022
Q3 		$303K Buy
5,922
+86
+1% +$5.11K 0.14% 58
2022
Q2 		$379K Buy
5,836
+82
+1% +$5.32K 0.14% 59
2022
Q1 		$406K Buy
5,754
+8
+0.1% +$512 0.13% 63
2021
Q4 		$338K Sell
5,746
-75
-1% -$4.65K 0.07% 75
2021
Q3 		$364K Buy
5,821
+186
+3% +$10K 0.09% 87
2021
Q2 		$314K Sell
5,635
-85
-1% -$4.53K 0.1% 74
2021
Q1 		$290K Buy
5,720
+365
+7% +$16.6K 0.1% 71
2020
Q4 		$234K Buy
+5,355
New +$180K 0.08% 68
2020
Q1 		– Sell
-4,924
Closed -$373K – 70
2019
Q4 		$373K Buy
4,924
+46
+0.9% +$3.29K 0.21% 61
2019
Q3 		$359K Buy
4,878
+216
+5% +$15.3K 0.23% 48
2019
Q2 		$326K Hold
4,662
– – 0.22% 47
2019
Q1 		$326K Buy
4,662
+35
+0.8% +$2.27K 0.22% 47
2018
Q4 		$250K Buy
+4,627
New +$287K 0.2% 51

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Private Wealth Advisors (California)'s OKE Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its Oneok (OKE) stake by 1.2% in Q2 2026, buying an estimated $3.7K and bringing the position to 3,628 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #75.

Private Wealth Advisors (California) first reported a position in OKE in Q4 2018 and has held it in 28 quarters since. The position peaked at $406K in Q1 2022. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Private Wealth Advisors (California) held 3,628 shares of Oneok worth $315K as of Q2 2026.
  • Private Wealth Advisors (California) bought 42 Oneok shares in Q2 2026, an estimated $3.7K.
  • Oneok made up 0.08% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #75 holding.
  • Private Wealth Advisors (California) first reported a position in Oneok in Q4 2018 and has held it in 28 quarters since.
  • Private Wealth Advisors (California)'s Oneok position peaked at $406K in Q1 2022.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.