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SHP Wealth Management’s Oneok OKE Stock Holding History

SHP Wealth Management’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 		$110K Sell
1,263
-101
-7% -$8.9K 0.01% 402
2026
Q1 		$123K Buy
1,364
+180
+15% +$14.8K 0.01% 346
2025
Q4 		$87.1K Buy
+1,184
New +$83.9K 0.01% 373

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's OKE Position: Q2 2026 in Review

SHP Wealth Management reduced its Oneok (OKE) stake by 7.4% in Q2 2026, selling an estimated $8.9K and leaving 1,263 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #402.

SHP Wealth Management first reported a position in OKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $123K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • SHP Wealth Management held 1,263 shares of Oneok worth $110K as of Q2 2026.
  • SHP Wealth Management sold 101 Oneok shares in Q2 2026, an estimated $8.9K.
  • Oneok made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #402 holding.
  • SHP Wealth Management first reported a position in Oneok in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Oneok position peaked at $123K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.