U.S. Capital Wealth Advisors’s Oneok OKE Stock Holding History

U.S. Capital 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 Q1	$10.3M	Sell	113,408 -1,174	-1%	-$96.7K	0.26%	88
2025 Q4	$8.42M	Buy	114,582 +8,083	+8%	+$573K	0.22%	112
2025 Q3	$7.77M	Sell	106,499 -10,222	-9%	-$783K	0.21%	125
2025 Q2	$9.53M	Buy	116,721 +15,016	+15%	+$1.25M	0.28%	89
2025 Q1	$10.1M	Buy	101,705 +42,422	+72%	+$4.21M	0.31%	76
2024 Q4	$5.95M	Buy	59,283 +9,768	+20%	+$999K	0.18%	134
2024 Q3	$4.51M	Sell	49,515 -4,133	-8%	-$360K	0.16%	138
2024 Q2	$4.37M	Sell	53,648 -1,633	-3%	-$130K	0.17%	136
2024 Q1	$4.43M	Buy	55,281 +236	+0.4%	+$17.2K	0.17%	134
2023 Q4	$3.87M	Sell	55,045 -7,135	-11%	-$478K	0.15%	142
2023 Q3	$3.94M	Buy	62,180 +44,735	+256%	+$2.92M	0.18%	123
2023 Q2	$1.08M	Buy	17,445 +9,455	+118%	+$585K	0.05%	312
2023 Q1	$508K	Buy	7,990 +1,117	+16%	+$74.2K	0.02%	427
2022 Q4	$452K	Buy	6,873 +10	+0.1%	+$615	0.02%	475
2022 Q3	$352K	Sell	6,863 -55	-0.8%	-$3.27K	0.02%	505
2022 Q2	$384K	Buy	6,918 +1,128	+19%	+$73.1K	0.02%	518
2022 Q1	$409K	Buy	5,790 +378	+7%	+$24.2K	0.01%	548
2021 Q4	$318K	Sell	5,412 -995	-16%	-$61.7K	0.01%	588
2021 Q3	$372K	Buy	+6,407	New	+$344K	0.02%	568

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

U.S. Capital Wealth Advisors's OKE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Oneok (OKE) stake by 1% in Q1 2026, selling an estimated $96.7K and leaving 113,408 shares worth $10.3M. The position accounts for 0.26% of the portfolio, ranked #88.

U.S. Capital Wealth Advisors first reported a position in OKE in Q3 2021 and has held it in 19 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

U.S. Capital Wealth Advisors held 113,408 shares of Oneok worth $10.3M as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,174 Oneok shares in Q1 2026, an estimated $96.7K.
Oneok made up 0.26% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #88 holding.
U.S. Capital Wealth Advisors first reported a position in Oneok in Q3 2021 and has held it in 19 quarters since.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.