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Secretary of Energy · OGE filing disclosures
Estimated from OGE financial disclosure transaction ranges. Values are midpoints of reported ranges — purchases add exposure, sales reduce it.
All disclosed activity and performance.
Est. net exposure
~$10.2M
-$92.5M – $112.9M
Buys · Sells
Total transactions
302
Latest filing Apr 1, 2026
Performance vs S&P 500
What the same dollars would have returned if invested in the S&P 500 on the same purchase dates.
+37.90%
Portfolio
+34.00%
S&P 500 · same dates
Activity timeline
Estimated purchase vs sale volume by month. Values are midpoints of OGE ranges.
Best performer
FNDA
43 securities
| Security | Est. net exposure | % of portfolio | Return | vs S&P 500 |
|---|---|---|---|---|
SWVXX Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) Stock · 14 buys | $18M – $90M | 57.2% | — | — |
FNDA Schwab Fundamental U.S. Small Company ETF ETF · 34 buys | $4.3M – $12.5M | 8.9% | +37.90% | +3.90% |
SPY SPY (S&P 500 SPDR ETF) ETF · 23 buys | $3M – $7M | 5.3% | — | — |
SPMD SPMD (S&P 400 Mid-Cap ETF) ETF · 23 buys | $3M – $7M | 5.3% | — | — |
DODFX DODFX (Dodge & Cox International Stock Fund) Stock · 23 buys | $2.9M – $6.8M | 5.1% | — | — |
Reoff VII, LLC Bond Municipal bond · 1 buy | $1M – $5M | 3.2% | — | — |
GAJPX GAJPX (Goldman Sachs Dynamic Municipal Income Fund) Stock · 24 buys | $1.7M – $3.6M | 2.8% | — | — |
GGLPX GGLPX (Goldman Sachs High Yield Municipal Fund) Stock · 24 buys | $1.6M – $3.5M | 2.7% | — | — |
SCHX Schwab US Large Cap ETF ETF · 11 buys | $1.4M – $3.3M | 2.5% | — | — |
VTEB Vanguard Muni Bond ETF ETF · 8 buys | $950K – $2.3M | 1.7% | — | — |
SCHA Schwab US Small Cap ETF ETF · 11 buys | $650K – $1.4M | 1.1% | — | — |
SCHF Schwab International Equity ETF ETF · 11 buys | $600K – $1.3M | 1.0% | — | — |
Westside LC LLC Municipal bond · 1 buy | $500K – $1M | 0.8% | — | — |
SCHH Charles Schwab US Reit ETF ETF · 11 buys | $320K – $850K | 0.6% | — | — |
Schwab Municipal Bond Fund Municipal bond · 3 buys | $300K – $750K | 0.6% | — | — |
Westside Link LLC Municipal bond · 1 buy | $250K – $500K | 0.4% | — | — |
GS Three, LLC Municipal bond · 1 buy | $250K – $500K | 0.4% | — | — |
SCHP Schwab US TIPS ETF ETF · 11 buys | $165K – $550K | 0.4% | — | — |
REOFF XXV LLC Stock · 1 buy | $100K – $250K | 0.2% | — | — |
OWL Blue Owl Capital Inc. Class A Common Stock (OWL) Stock · 1 sell | -$15K – -$1K | — | — | — |
EQT EQT Corp. (EQT) Stock · 1 sell | -$15K – -$1K | — | — | — |
FCX Freeport-McMoRan, Inc. (FCX) Stock · 1 sell | -$15K – -$1K | — | — | — |
ISPO Inspirato Inc Stock · 1 sell | -$50K – -$15K | — | — | — |
Bison Hawksbill LLC Municipal bond · 1 sell | -$50K – -$15K | — | — | — |
CHRD Chord Energy Corporation Common Stock (CHRD) Stock · 1 sell | -$250K – -$100K | — | — | — |
CL Urban LLC Municipal bond · 1 sell | -$250K – -$100K | — | — | — |
Sugar Free Capital Stock · 1 sell | -$250K – -$100K | — | — | — |
NAT Nordic American Tankers Ltd. (NAT) Stock · 2 sells | -$350K – -$150K | — | — | — |
BTE Baytex Energy Corp Stock · 1 sell | -$500K – -$250K | — | — | — |
CRK Comstock Resources, Inc. (CRK) Stock · 1 sell | -$500K – -$250K | — | — | — |
CRGY Crescent Energy Company Class A Common Stock (CRGY) Stock · 1 sell | -$500K – -$250K | — | — | — |
Bison IV Friends and Family LLC Municipal bond · 1 sell | -$500K – -$250K | — | — | — |
Next Frontier Fund IV LP Fund · 1 sell | -$500K – -$250K | — | — | — |
EMX EMX Royalty Corporation Common Shares (Canada) (EMX) Stock · 2 sells | -$750K – -$350K | — | — | — |
CVX Chevron Corp. (CVX) Stock · 1 sell | -$1M – -$500K | — | — | — |
OVV Ovintiv Inc. (DE) (OVV) Stock · 1 sell | -$1M – -$500K | — | — | — |
PAA Plains All American Pipeline L.P. Common Units representing Limited Partner Interests (PAA) Stock · 1 sell | -$1M – -$500K | — | — | — |
VLO Valero Energy Corp. (VLO) Stock · 1 sell | -$1M – -$500K | — | — | — |
ET Energy Transfer LP Common Units (ET) Stock · 1 sell | -$5M – -$1M | — | — | — |
EPD Enterprise Products Partners L.P. Common Stock (EPD) Stock · 1 sell | -$5M – -$1M | — | — | — |
EXE Expand Energy Corporation Common Stock CRUDE PETROLEUM & NATURAL GAS · 1 sell | -$5M – -$1M | — | — | — |
CL Covault LLC Municipal bond · 1 sell | -$5M – -$1M | — | — | — |
LBRT Liberty Energy Inc Class A Stock · 41 sells | -$104.9M – -$26.9M | — | — | — |
302 transactions
Showing 1–100 of 302 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Jan 2, 2026 | GS Three, LLCBond | Municipal bond | Purchase | ~$250K – $500K | — | — |
Dec 1, 2025• | Westside Link LLCBond | Municipal bond | Purchase | ~$250K – $500K | — | — |
Jun 5, 2025 | REOFF XXV LLCStock | — | Purchase | ~$100K – $250K | — | — |
May 30, 2025 | Reoff VII, LLC BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Apr 24, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 24, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 24, 2025 | Schwab Municipal Bond FundBond | Municipal bond | Purchase | ~$100K – $250K | — | — |
Apr 24, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $26.25 | +37.0% |
Apr 24, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 24, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $26.25 | +37.0% |
Apr 24, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 24, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 24, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $26.25 | +37.0% |
Apr 23, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 23, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 23, 2025 | Schwab Municipal Bond FundBond | Municipal bond | Purchase | ~$100K – $250K | — | — |
Apr 23, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.74 | +39.7% |
Apr 23, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 23, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.74 | +39.7% |
Apr 23, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 23, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 23, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.74 | +39.7% |
Apr 23, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$1K – $15K | — | — |
Apr 23, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$1K – $15K | — | — |
Apr 22, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 22, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 22, 2025 | Schwab Municipal Bond FundBond | Municipal bond | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.44 | +41.4% |
Apr 22, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.44 | +41.4% |
Apr 22, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$250K – $500K | — | — |
Apr 22, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$250K – $500K | $25.44 | +41.4% |
Apr 22, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund)Stock | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | SPYSPY (S&P 500 SPDR ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 22, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 21, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 21, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 21, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 21, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $24.88 | +44.6% |
Apr 21, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 21, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $24.88 | +44.6% |
Apr 21, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 21, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 21, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $24.88 | +44.6% |
Apr 17, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 17, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 17, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 17, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.36 | +41.8% |
Apr 17, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 17, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.36 | +41.8% |
Apr 17, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 17, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 17, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.36 | +41.8% |
Apr 16, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 16, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 16, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 16, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.14 | +43.1% |
Apr 16, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 16, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.14 | +43.1% |
Apr 16, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 16, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 16, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.14 | +43.1% |
Apr 15, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 15, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 15, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.37 | +41.8% |
Apr 15, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 15, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.37 | +41.8% |
Apr 15, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 15, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.37 | +41.8% |
Apr 15, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund)Stock | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | SPYSPY (S&P 500 SPDR ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 15, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 14, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.43 | +41.4% |
Apr 14, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 14, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.43 | +41.4% |
Apr 14, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.43 | +41.4% |
Apr 14, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund)Stock | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | SPYSPY (S&P 500 SPDR ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 11, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 11, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 11, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 11, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.15 | +43.0% |
Apr 11, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 11, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.15 | +43.0% |
Apr 11, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |