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San Luis Wealth Advisors’s Oneok OKE Stock Holding History

San Luis 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 		$1.01M Buy
+11,616
New +$1.02M 0.15% 99
2025
Q4 		– Sell
-17,983
Closed -$1.31M – 187
2025
Q3 		$1.31M Buy
17,983
+2,478
+16% +$190K 0.24% 64
2025
Q2 		$1.27M Buy
+15,505
New +$1.29M 0.27% 55

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
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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

San Luis Wealth Advisors's OKE Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Oneok (OKE) in Q2 2026: 11,616 shares worth $1.01M. The stake represents 0.15% of the portfolio and ranks #99 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in OKE as recently as Q3 2025.

San Luis Wealth Advisors first reported a position in OKE in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • San Luis Wealth Advisors held 11,616 shares of Oneok worth $1.01M as of Q2 2026.
  • Oneok was a new San Luis Wealth Advisors position in Q2 2026.
  • Oneok made up 0.15% of San Luis Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • San Luis Wealth Advisors first reported a position in Oneok in Q2 2025 and has held it in 3 quarters since.
  • San Luis Wealth Advisors's Oneok position peaked at $1.31M in Q3 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.