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Wealth Preservation Advisors’s Oneok OKE Stock Holding History

Wealth Preservation 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 		– Sell
-1,000
Closed -$90.4K – 672
2026
Q1 		$90.4K Sell
1,000
-35
-3% -$2.88K 0.08% 112
2025
Q4 		$76.1K Buy
1,035
+26
+3% +$1.84K 0.04% 161
2025
Q3 		$73.6K Sell
1,009
-19
-2% -$1.46K 0.04% 157
2025
Q2 		$83.9K Buy
1,028
+10
+1% +$834 0.05% 145
2025
Q1 		$101K Buy
+1,018
New +$101K 0.07% 120

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Wealth Preservation Advisors's OKE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Oneok (OKE) in Q2 2026, closing a stake of 1,000 shares — an estimated $90.4K sold.

Wealth Preservation Advisors first reported a position in OKE in Q1 2025 and held it in 5 quarters. The position peaked at $101K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,000 Oneok shares in Q2 2026, an estimated $90.4K.
  • Wealth Preservation Advisors first reported a position in Oneok in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Oneok position peaked at $101K in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.