West Oak Capital’s Oneok OKE Stock Holding History

West Oak Capital’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 Q3	$73	Hold	100	–	–	﹤0.01%	224
2025 Q2	$82	Hold	100	–	–	﹤0.01%	250
2025 Q1	$99	Hold	100	–	–	﹤0.01%	242
2024 Q4	$100K	Hold	100	–	–	﹤0.01%	246
2024 Q3	$91	Hold	100	–	–	﹤0.01%	251
2024 Q2	$8.15K	Sell	100 -50	-33%	-$3.99K	﹤0.01%	262
2024 Q1	$12K	Hold	150	–	–	0.01%	244
2023 Q4	$11K	Hold	150	–	–	0.01%	244
2023 Q3	$10K	Hold	150	–	–	0.01%	244
2023 Q2	$9.26K	Hold	150	–	–	﹤0.01%	252
2023 Q1	$9.53K	Buy	+150	New	+$9.96K	﹤0.01%	249
2019 Q2	–	Sell	-80	Closed	-$6K	–	320
2019 Q1	$6K	Hold	80	–	–	﹤0.01%	263
2018 Q4	$4.32K	Hold	80	–	–	﹤0.01%	280
2018 Q3	$5.42K	Buy	+80	New	+$5.48K	﹤0.01%	290

Other funds holding OKE

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Oak Capital's OKE Position: Q3 2025 in Review

West Oak Capital held its Oneok (OKE) position steady in Q3 2025 at 100 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #224.

West Oak Capital first reported a position in OKE in Q3 2018 and has held it in 14 quarters since. The position peaked at $100K in Q4 2024. 1,484 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

West Oak Capital held 100 shares of Oneok worth $73 as of Q3 2025.
West Oak Capital left its Oneok share count unchanged in Q3 2025.
Oneok made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #224 holding.
West Oak Capital first reported a position in Oneok in Q3 2018 and has held it in 14 quarters since.
West Oak Capital's Oneok position peaked at $100K in Q4 2024.
1,484 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.