HBC Financial Services, PLLC OKE ONEOK Inc

Ownership history in HBC Financial Services, PLLC  ·  8 quarters on record

AI Ownership Summary

HBC Financial Services, PLLC reported ONEOK Inc (OKE) in 8 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows OKE at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBC Financial Services, PLLC's position in ONEOK Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

OKE was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HBC Financial Services, PLLC held OKE — position size vs. price
% of Fund (quarterly)    OKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 1,000 0% 0.06% $96K 2024-11-07 $96.44
2024 Q2 UNCHANGED 1,000 0% 0.05% $82K 2024-08-07 $76.13
2024 Q1 UNCHANGED 1,000 0% 0.05% $76K 2024-05-06 $70.71
2023 Q4 UNCHANGED 1,000 0% 0.05% $70K 2024-01-29 $62.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HBC Financial Services, PLLC and OKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBC Financial Services, PLLC reported owning OKE?

HBC Financial Services, PLLC reported OKE across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported OKE position in HBC Financial Services, PLLC's portfolio?

The largest reported portfolio weight for OKE was 0.06% in 2024 Q3.

What is the latest reported OKE position on this page?

The most recent filing on this page is 2024 Q3, when HBC Financial Services, PLLC reported 1,000 shares, equal to 0.06% of portfolio, with an estimated market value of $96K.

What does the chart on this OKE ownership page compare?

The chart compares HBC Financial Services, PLLC's quarterly OKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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