Values First Advisors’s Oneok OKE Stock Holding History

Values First 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
2025 Q1	–	Sell	-2,325	Closed	-$233K	–	215
2024 Q4	$233K	Buy	2,325 +1,840	+379%	+$188K	0.13%	156
2024 Q3	$44.2K	Buy	+485	New	+$42.2K	0.02%	244
2023 Q1	–	Hold	0	–	–	–	384

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Values First Advisors's OKE Position: Q1 2025 in Review

Values First Advisors sold out of Oneok (OKE) in Q1 2025, closing a stake of 2,325 shares — an estimated $233K sold.

Values First Advisors first reported a position in OKE in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 1,621 funds tracked by Wall St. Rank hold OKE as of Q1 2025.

Values First Advisors reported no remaining Oneok position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 2,325 Oneok shares in Q1 2025, an estimated $233K.
Values First Advisors first reported a position in Oneok in Q3 2024 and held it in 2 quarters.
Values First Advisors's Oneok position peaked at $233K in Q4 2024.
1,621 funds tracked by Wall St. Rank held Oneok as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.