Pin Oak Investment Advisors Inc Top Holdings and 13F Report (2025)

About Pin Oak Investment Advisors Inc

Investment Activity

Pin Oak Investment Advisors Inc has $110.03 thousand in total holdings as of December 31, 2024.
Pin Oak Investment Advisors Inc owns shares of 476 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 0.21% of the portfolio was purchased this quarter.
About 0.42% of the portfolio was sold this quarter.
This quarter, Pin Oak Investment Advisors Inc has purchased 493 new stocks and bought additional shares in 11 stocks.
Pin Oak Investment Advisors Inc sold shares of 0 stocks and completely divested from 35 stocks this quarter.

Largest Holdings

Kimbell Royalty Partners: $9,831
Apple: $6,855
TXO Partners: $5,773
Enterprise Products Partners: $4,317
Exxon Mobil: $4,224

Largest New Holdings this Quarter

Booz Allen Hamilton: $8 Holding
Science Applications International: $4 Holding
Take-Two Interactive Software: $4 Holding
Vanguard Mega Cap Growth ETF: $3 Holding
Vanguard Total World Stock ETF: $2 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 293 shares (about $134.83)
TXO Partners: 821 shares (about $16.24)
Kimbell Royalty Partners: 926 shares (about $14.90)
Howard Hughes Holdings Inc: 144 shares (about $11.15)
Microsoft: 22 shares (about $9.47)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
KRP Kimbell Royalty Partners	$9,831	$15 ▲	0.2%	610,980	8.9%	Oils/Energy
AAPL Apple	$6,855		0.0%	29,422	6.2%	Computer and Technology
TXO TXO Partners	$5,773	$16 ▲	0.3%	291,882	5.2%	Oils/Energy
EPD Enterprise Products Partners	$4,317		0.0%	148,295	3.9%	Oils/Energy
XOM Exxon Mobil	$4,224		0.0%	36,031	3.8%	Oils/Energy
Howard Hughes Holdings Inc	$4,114	$11 ▲	0.3%	53,135	3.7%	COM
NOG Northern Oil and Gas	$3,979		0.0%	112,368	3.6%	Oils/Energy
ET Energy Transfer	$3,863		0.0%	240,669	3.5%	Oils/Energy
EOG EOG Resources	$2,868		0.0%	23,334	2.6%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$2,464		0.0%	4,293	2.2%	Finance
GOOGL Alphabet	$2,313		0.0%	13,946	2.1%	Computer and Technology
BRK.B Berkshire Hathaway	$2,103	$135 ▲	6.9%	4,570	1.9%	Finance
CVX Chevron	$1,895		0.0%	12,867	1.7%	Oils/Energy
MSFT Microsoft	$1,806	$9 ▲	0.5%	4,197	1.6%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,564		0.0%	4,166	1.4%	ETF
PAGP Plains GP	$1,531		0.0%	82,744	1.4%	Oils/Energy
GLD SPDR Gold Shares	$1,430		0.0%	5,885	1.3%	Finance
WMT Walmart	$1,287		0.0%	15,937	1.2%	Retail/Wholesale
GOOG Alphabet	$1,212		0.0%	7,250	1.1%	Computer and Technology
JNJ Johnson & Johnson	$1,117		0.0%	6,895	1.0%	Medical
NVDA NVIDIA	$1,050		0.0%	8,646	1.0%	Computer and Technology
HIO Western Asset High Income Opportunity Fund	$1,039		0.0%	256,468	0.9%	Financial Services
XYLD Global X S&P 500 Covered Call ETF	$1,019		0.0%	24,550	0.9%	ETF
BAC Bank of America	$1,017	$2 ▲	0.2%	25,635	0.9%	Finance
AMZN Amazon.com	$977		0.0%	5,243	0.9%	Retail/Wholesale
AR Antero Resources	$931		0.0%	32,513	0.8%	Oils/Energy
Siriusxm HLDGS Inc	$840		0.0%	35,523	0.8%	COM
PFE Pfizer	$839		0.0%	28,982	0.8%	Medical
ACP Abrdn Income Credit Strategies Fund	$806		0.0%	121,806	0.7%	Financial Services
SHEL Shell	$763		0.0%	11,573	0.7%	Oils/Energy
HAL Halliburton	$718		0.0%	24,705	0.7%	Oils/Energy
Eaton Vance Limited Dura	$690		0.0%	65,662	0.6%	COM
BTZ BlackRock Credit Allocation Income Trust	$672		0.0%	59,583	0.6%	Financial Services
STRV Strive 500 ETF	$646		0.0%	17,540	0.6%	ETF
QQQ Invesco QQQ	$641		0.0%	1,312	0.6%	Finance
LOW Lowe's Companies	$619		0.0%	2,285	0.6%	Retail/Wholesale
ADI Analog Devices	$600		0.0%	2,605	0.5%	Computer and Technology
DVN Devon Energy	$599		0.0%	15,315	0.5%	Oils/Energy
JPM JPMorgan Chase & Co.	$583		0.0%	2,764	0.5%	Finance
ABBV AbbVie	$578		0.0%	2,929	0.5%	Medical
DSL DoubleLine Income Solutions Fund	$563		0.0%	43,365	0.5%	Financial Services
CPT Camden Property Trust	$534		0.0%	4,326	0.5%	Finance
WFC Wells Fargo & Company	$499		0.0%	8,829	0.5%	Finance
IVV iShares Core S&P 500 ETF	$486		0.0%	843	0.4%	ETF
COP ConocoPhillips	$451		0.0%	4,284	0.4%	Oils/Energy
OXY Occidental Petroleum	$435		0.0%	8,444	0.4%	Oils/Energy
CSCO Cisco Systems	$432		0.0%	8,115	0.4%	Computer and Technology
AEM Agnico Eagle Mines	$431		0.0%	5,352	0.4%	Basic Materials
MRK Merck & Co., Inc.	$416		0.0%	3,664	0.4%	Medical
GS The Goldman Sachs Group	$407		0.0%	822	0.4%	Finance
PPT Putnam Premier Income Trust	$395		0.0%	105,920	0.4%	Finance
AMP Ameriprise Financial	$370		0.0%	788	0.3%	Finance
ABT Abbott Laboratories	$367		0.0%	3,220	0.3%	Medical
VEA Vanguard FTSE Developed Markets ETF	$366		0.0%	6,938	0.3%	ETF
Liberty Live Group	$364		0.0%	7,087	0.3%	COM
RSP Invesco S&P 500 Equal Weight ETF	$359		0.0%	2,001	0.3%	ETF
GT Goodyear Tire & Rubber	$337		0.0%	38,050	0.3%	Auto/Tires/Trucks
RTX RTX	$336		0.0%	2,772	0.3%	Aerospace
META Meta Platforms	$334		0.0%	583	0.3%	Computer and Technology
INTC Intel	$320		0.0%	13,641	0.3%	Computer and Technology
HD Home Depot	$315		0.0%	776	0.3%	Retail/Wholesale
Palantir Technologies In Class A	$311		0.0%	8,356	0.3%	COM
MPC Marathon Petroleum	$299		0.0%	1,837	0.3%	Oils/Energy
ORCL Oracle	$287		0.0%	1,683	0.3%	Computer and Technology
BA Boeing	$274		0.0%	1,800	0.2%	Aerospace
KO Coca-Cola	$273		0.0%	3,793	0.2%	Consumer Staples
GD General Dynamics	$251		0.0%	830	0.2%	Aerospace
KYN Kayne Anderson Energy Infrastructure Fund	$250		0.0%	22,767	0.2%	Financial Services
T AT&T	$248		0.0%	11,291	0.2%	Computer and Technology
GE General Electric	$247		0.0%	1,311	0.2%	Transportation
OKE ONEOK	$242		0.0%	2,652	0.2%	Oils/Energy
Six Flags Entmt Corp	$241		0.0%	5,980	0.2%	COM
VIG Vanguard Dividend Appreciation ETF	$239		0.0%	1,205	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$237		0.0%	1,248	0.2%	ETF
TRV Travelers Companies	$233		0.0%	997	0.2%	Finance
IAU iShares Gold Trust	$230		0.0%	4,636	0.2%	Finance
V Visa	$228		0.0%	831	0.2%	Business Services
VTI Vanguard Total Stock Market ETF	$226	$6 ▲	2.6%	799	0.2%	ETF
UNH UnitedHealth Group	$226		0.0%	386	0.2%	Medical
XLK Technology Select Sector SPDR Fund	$223		0.0%	986	0.2%	ETF
SHW Sherwin-Williams	$215		0.0%	564	0.2%	Basic Materials
VLO Valero Energy	$214		0.0%	1,583	0.2%	Oils/Energy
HON Honeywell International	$207		0.0%	1,001	0.2%	Multi-Sector Conglomerates
XHB SPDR S&P Homebuilders ETF	$206		0.0%	1,650	0.2%	ETF
TDOC Teladoc Health	$201		0.0%	21,928	0.2%	Medical
PAA Plains All American Pipeline	$201		0.0%	11,585	0.2%	Oils/Energy
NKE NIKE	$198		0.0%	2,243	0.2%	Consumer Discretionary
PEP PepsiCo	$194	$3 ▲	1.8%	1,139	0.2%	Consumer Staples
DIS Walt Disney	$193		0.0%	2,010	0.2%	Consumer Discretionary
BN Brookfield	$189		0.0%	3,549	0.2%	Finance
DE Deere & Company	$188		0.0%	450	0.2%	Industrial Products
NOC Northrop Grumman	$186		0.0%	352	0.2%	Aerospace
VOO Vanguard S&P 500 ETF	$183		0.0%	346	0.2%	ETF
CIF MFS Intermediate High Income Fund	$181		0.0%	101,600	0.2%	Finance
AMX América Móvil	$178		0.0%	10,850	0.2%	Computer and Technology
BP BP	$176		0.0%	5,607	0.2%	Oils/Energy
PG Procter & Gamble	$174	$9 ▲	5.2%	1,003	0.2%	Consumer Staples
MA Mastercard	$173		0.0%	351	0.2%	Business Services
CCI Crown Castle	$172		0.0%	1,447	0.2%	Finance
XLE Energy Select Sector SPDR Fund	$167		0.0%	1,900	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Pin Oak Investment Advisors Inc Top Holdings and 13F Report (2025)

About Pin Oak Investment Advisors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Pin Oak Investment Advisors Inc Top Holdings and 13F Report (2025)

About Pin Oak Investment Advisors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPin Oak Investment Advisors Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools