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Summit Trail Advisors’s Oneok OKE Stock Holding History

Summit Trail 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 		$3.23M Buy
37,172
+2,345
+7% +$207K 0.04% 326
2026
Q1 		$3.15M Buy
34,827
+4,525
+15% +$373K 0.05% 290
2025
Q4 		$2.23M Buy
30,302
+3,671
+14% +$260K 0.04% 348
2025
Q3 		$1.94M Buy
26,631
+8,913
+50% +$683K 0.03% 460
2025
Q2 		$1.45M Buy
+17,718
New +$1.48M 0.02% 351
2024
Q4 		– Sell
-8,640
Closed -$787K – 647
2024
Q3 		$787K Buy
8,640
+1,637
+23% +$142K 0.02% 307
2024
Q2 		$571K Buy
7,003
+1,303
+23% +$104K 0.02% 341
2024
Q1 		$457K Buy
5,700
+1,996
+54% +$146K 0.01% 353
2023
Q4 		$260K Buy
3,704
+384
+12% +$25.7K 0.01% 431
2023
Q3 		$211K Buy
+3,320
New +$217K 0.01% 489
2018
Q2 		– Sell
-83,714
Closed -$4.7M – 611
2018
Q1 		$4.7M Buy
83,714
+6,702
+9% +$385K 0.8% 24
2017
Q4 		$4.63M Buy
+77,012
New +$4.11M 0.59% 30

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

Summit Trail Advisors's OKE Position: Q2 2026 in Review

Summit Trail Advisors increased its Oneok (OKE) stake by 6.7% in Q2 2026, buying an estimated $207K and bringing the position to 37,172 shares worth $3.23M. The position accounts for 0.04% of the portfolio, ranked #326.

Summit Trail Advisors first reported a position in OKE in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.7M in Q1 2018. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Summit Trail Advisors held 37,172 shares of Oneok worth $3.23M as of Q2 2026.
  • Summit Trail Advisors bought 2,345 Oneok shares in Q2 2026, an estimated $207K.
  • Oneok made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #326 holding.
  • Summit Trail Advisors first reported a position in Oneok in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's Oneok position peaked at $4.7M in Q1 2018.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.