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Retirement Wealth Solutions’s Oneok OKE Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.9K Buy
34
+9
+36% +$828 ﹤0.01% 515
2026
Q2 		$2.17K Buy
25
+3
+14% +$264 ﹤0.01% 508
2026
Q1 		$1.99K Buy
22
+16
+267% +$1.32K ﹤0.01% 503
2025
Q4 		$441 Hold
6
– – ﹤0.01% 691
2025
Q3 		$438 Buy
+6
New +$459 ﹤0.01% 705

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Retirement Wealth Solutions's OKE Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Oneok (OKE) stake by 36% in Q3 2026, buying an estimated $828 and bringing the position to 34 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Retirement Wealth Solutions first reported a position in OKE in Q3 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Retirement Wealth Solutions held 34 shares of Oneok worth $2.9K as of Q3 2026.
  • Retirement Wealth Solutions bought 9 Oneok shares in Q3 2026, an estimated $828.
  • Oneok made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #515 holding.
  • Retirement Wealth Solutions first reported a position in Oneok in Q3 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.