Selective Wealth Management, Inc.

Position in OKE — Oneok Inc /New/

CIK 1755670 FOREST, VA

Position in OKE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$395,924

-$15,802 QoQ

Shares Held

4,554

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,045

of 1,649 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $395,924 across 1 Oil & Gas Midstream name. OKE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	OKE	Oneok Inc /New/ This page	4,554	$395,924

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$395,924	4,554	-0.0%	Shares	Sole	2026-07-20
2026-03-31	$411,726	4,555	-12.8%	Shares	Sole	2026-04-30
2025-12-31	$384,037	5,225	-20.8%	Shares	Sole	2026-01-16
2025-09-30	$481,383	6,597	-5.6%	Shares	Sole	2025-10-10
2025-06-30	$570,430	6,988	-39.3%	Shares	Sole	2025-07-10
2025-03-31	$1,142,716	11,517	-19.1%	Shares	Sole	2025-04-14
2024-12-31	$1,429,896	14,242	+4.4%	Shares	Sole	2025-01-15
2024-09-30	$1,242,648	13,636	-16.6%	Shares	Sole	2024-10-09
2024-06-30	$1,332,853	16,344	-7.4%	Shares	Sole	2024-07-10
2024-03-31	$1,414,920	17,649	-1.9%	Shares	Sole	2024-04-11
2023-12-31	$1,263,468	17,993	-4.3%	Shares	Sole	2024-01-05
2023-09-30	$1,192,801	18,805	+25.2%	Shares	Sole	2023-10-10
2023-06-30	$926,849	15,017	-5.9%	Shares	Sole	2023-07-11
2022-12-31	$1,048,966	15,966	-49.7%	Shares	Sole	2023-01-23
2022-09-30	$1,625,281	31,719	+3.2%	Shares	Sole	2022-10-21
2022-06-30	$1,706,125	30,741	+174.0%	Shares	Sole	2022-07-28
2022-03-31	$792,539	11,221	+22342.0%	Shares	Sole	2022-04-20
2020-12-31	$1,919	50	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.