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Tanglewood Legacy Advisors’s Oneok OKE Stock Holding History

Tanglewood Legacy 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
Q1 		$154K Hold
1,706
– – 0.06% 103
2025
Q4 		$125K Hold
1,706
– – 0.05% 115
2025
Q3 		$124K Hold
1,706
– – 0.05% 118
2025
Q2 		$139K Hold
1,706
– – 0.06% 108
2025
Q1 		$169K Sell
1,706
-110
-6% -$10.9K 0.07% 103
2024
Q4 		$182K Sell
1,816
-50
-3% -$5.12K 0.08% 94
2024
Q3 		$170K Hold
1,866
– – 0.08% 95
2024
Q2 		$152K Hold
1,866
– – 0.07% 101
2024
Q1 		$150K Hold
1,866
– – 0.07% 99
2023
Q4 		$131K Hold
1,866
– – 0.07% 98
2023
Q3 		$118K Hold
1,866
– – 0.07% 102
2023
Q2 		$115K Hold
1,866
– – 0.07% 103
2023
Q1 		$119K Hold
1,866
– – 0.08% 95
2022
Q4 		$123K Buy
+1,866
New +$115K 0.09% 82

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Tanglewood Legacy Advisors's OKE Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Oneok (OKE) position steady in Q1 2026 at 1,706 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #103.

Tanglewood Legacy Advisors first reported a position in OKE in Q4 2022 and has held it in 14 quarters since. The position peaked at $182K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Tanglewood Legacy Advisors held 1,706 shares of Oneok worth $154K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Oneok share count unchanged in Q1 2026.
  • Oneok made up 0.06% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #103 holding.
  • Tanglewood Legacy Advisors first reported a position in Oneok in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's Oneok position peaked at $182K in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.