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PCG Wealth Advisors, LLC

SEC CIK
0001905393
Latest filing
Aug 3, 2026

OKE holding history

ONEOK Inc in every 13F filed by PCG Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OKE overviewAll 13F holders of OKEFull Q2 2026 holdings

Shares (Q2 2026)
3,639
Value
$316.4K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of OKE by PCG Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,639$316.4K0.1%00.0%UnchangedHolders
Q1 20263,639$328.9K0.1%00.0%UnchangedHolders
Q4 20253,639$267.5K0.1%00.0%UnchangedHolders
Q3 20253,639$265.5K0.1%00.0%UnchangedHolders
Q2 20253,639$297.1K0.2%00.0%UnchangedHolders
Q1 20253,639$361.1K0.1%−100−2.7%ReducedHolders
Q4 20243,739$375.4K0.1%−110−2.9%ReducedHolders
Q3 20243,849$350.8K0.1%−100−2.5%ReducedHolders
Q2 20243,949$322.0K0.1%+100+2.6%AddedHolders
Q1 20243,849$308.6K0.1%−190−4.7%ReducedHolders
Q4 20234,039$283.6K0.2%00.0%UnchangedHolders
Q3 20234,039$256.2K0.2%+4,039NewHolders