SFMG Wealth Advisors’s Oneok OKE Stock Holding History

SFMG 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	$1.31M	Buy	15,108 +77	+0.5%	+$6.78K	0.08%	105
2026 Q1	$1.36M	Buy	15,031 +826	+6%	+$68K	0.09%	94
2025 Q4	$1.04M	Buy	14,205 +4,635	+48%	+$328K	0.07%	106
2025 Q3	$698K	Buy	9,570 +3,755	+65%	+$288K	0.05%	135
2025 Q2	$475K	Sell	5,815 -1,648	-22%	-$137K	0.04%	161
2025 Q1	$741K	Buy	7,463 +394	+6%	+$39.1K	0.06%	117
2024 Q4	$710K	Buy	7,069 +11	+0.2%	+$1.13K	0.06%	119
2024 Q3	$643K	Buy	7,058 +13	+0.2%	+$1.13K	0.05%	122
2024 Q2	$575K	Buy	7,045 +13	+0.2%	+$1.04K	0.05%	123
2024 Q1	$564K	Buy	7,032 +15	+0.2%	+$1.09K	0.05%	131
2023 Q4	$493K	Buy	7,017 +1	+0%	+$67	0.05%	141
2023 Q3	$445K	Buy	7,016 +1,670	+31%	+$109K	0.05%	140
2023 Q2	$330K	Buy	5,346 +1,676	+46%	+$104K	0.03%	167
2023 Q1	$233K	Sell	3,670 -66	-2%	-$4.38K	0.03%	212
2022 Q4	$245K	Buy	+3,736	New	+$230K	0.03%	198
2022 Q3	–	Sell	-3,687	Closed	-$205K	–	267
2022 Q2	$205K	Buy	3,687 +20	+0.5%	+$1.3K	0.02%	236
2022 Q1	$259K	Sell	3,667 -118	-3%	-$7.55K	0.03%	224
2021 Q4	$222K	Buy	+3,785	New	+$235K	0.02%	254
2021 Q2	–	Sell	-4,640	Closed	-$235K	–	271
2021 Q1	$235K	Sell	4,640 -703	-13%	-$31.9K	0.03%	209
2020 Q4	$205K	Buy	+5,343	New	+$180K	0.03%	209
2020 Q1	–	Sell	-2,656	Closed	-$201K	–	167
2019 Q4	$201K	Buy	+2,656	New	+$190K	0.02%	159

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

SFMG Wealth Advisors increased its Oneok (OKE) stake by 0.51% in Q2 2026, buying an estimated $6.78K and bringing the position to 15,108 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #105.

SFMG Wealth Advisors first reported a position in OKE in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.36M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

SFMG Wealth Advisors held 15,108 shares of Oneok worth $1.31M as of Q2 2026.
SFMG Wealth Advisors bought 77 Oneok shares in Q2 2026, an estimated $6.78K.
Oneok made up 0.08% of SFMG Wealth Advisors's portfolio in Q2 2026, its #105 holding.
SFMG Wealth Advisors first reported a position in Oneok in Q4 2019 and has held it in 21 quarters since.
SFMG Wealth Advisors's Oneok position peaked at $1.36M in Q1 2026.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.