Pin Oak Investment Advisors Inc Portfolio Holdings

Pin Oak Investment Advisors Inc

  • $125 Million
  • Q3 2025

Pin Oak Investment Advisors Inc has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $125 Million distributed in 498 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kimbell Royalty Partners, LP with a value of $8.34M, Apple Inc. with a value of $7.3M, Energy Transfer LP with a value of $4.39M, Enterprise Products Partners L.P. with a value of $4.36M, and Exxon Mobil Corp with a value of $4.12M.

Examining the 13F form we can see an increase of $6.63M in the current position value, from $118M to 125M.

Pin Oak Investment Advisors Inc is based out at Houston, TX

Below you can find more details about Pin Oak Investment Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
Energy: $36.1 Million
Technology: $23.7 Million
Financial Services: $16.4 Million
ETFs: $15 Million
Healthcare: $7.99 Million
Communication Services: $6.59 Million
Industrials: $6.47 Million
Basic Materials: $4.5 Million
Other: $8.08 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$791M
$8.34 Million 6.68% of portfolio
618,128
Q3 2025 Added 0.85%
$4.3T
$7.3 Million 5.85% of portfolio
28,651
Q3 2025 Reduced 0.54%
$52.5B
$4.39 Million 3.52% of portfolio
255,682
Q3 2025 Added 6.14%
$70.2B
$4.36 Million 3.49% of portfolio
139,411
Q3 2025 Reduced 6.25%
$490B
$4.12 Million 3.3% of portfolio
36,497
Q3 2025 Reduced 8.34%
$342B
$4.08 Million 3.27% of portfolio
22,391
Q3 2025 Added 7.7%
$1.65T
$3.61 Million 2.89% of portfolio
14,840
Q3 2025 Added 4.13%
$3.97M
$3.49 Million 2.79% of portfolio
58,108,301
Q3 2025 Added 2.12%
$1.76B
$3.28 Million 2.63% of portfolio
132,321
Q3 2025 Added 19.76%
$132B
$3.11 Million 2.5% of portfolio
14,798
Q3 2025 Added 1,282.99%
$2.87B
$2.87 Million 2.3% of portfolio
325,613
Q3 2025 Added 752.5%
$0
$2.77 Million 2.22% of portfolio
4,163
Q3 2025 Added 1.64%
$662B
$2.62 Million 2.1% of portfolio
5,203
Q3 2025 Added 9.1%
$64.7B
$2.56 Million 2.05% of portfolio
22,869
Q3 2025 Reduced 1.29%
$130B
$2.24 Million 1.79% of portfolio
6,292
Q3 2025 Reduced 5.65%
$3.78T
$2.13 Million 1.71% of portfolio
4,113
Q3 2025 Added 2.72%
$0
$1.78 Million 1.43% of portfolio
3,803
Q3 2025 Added 0.11%
$265B
$1.7 Million 1.36% of portfolio
2,137
Q3 2025 Added 191.54%
$465B
$1.69 Million 1.35% of portfolio
9,043
Q3 2025 Added 27.6%
$279B
$1.67 Million 1.34% of portfolio
16,231
Q3 2025 Reduced 1.85%
$1.74T
$1.66 Million 1.33% of portfolio
6,832
Q3 2025 Reduced 6.32%
$3.47B
$1.53 Million 1.22% of portfolio
83,615
Q3 2025 Added 2.29%
$11.1B
$1.45 Million 1.16% of portfolio
7,051
Q3 2025 Added 50.28%
$522B
$1.36 Million 1.09% of portfolio
7,354
Q3 2025 Reduced 7.13%
$1.46T
$1.33 Million 1.07% of portfolio
4,763
Q3 2025 Added 1,683.9%
$413B
$1.25 Million 1.0% of portfolio
24,296
Q3 2025 Reduced 2.31%
$177B
$1.23 Million 0.99% of portfolio
6,335
Q3 2025 Reduced 0.97%
$98.1B
$1.05 Million 0.84% of portfolio
6,169
Q3 2025 Added 3,572.02%
$76.5B
$1.02 Million 0.81% of portfolio
6,032
Q1 2025 Added 12.71%
$2.39T
$1.02 Million 0.81% of portfolio
4,634
Q3 2025 Reduced 9.19%
$881B
$955,000 0.77% of portfolio
3,028
Q3 2025 Added 7.6%
$317B
$951,000 0.76% of portfolio
11,350
Q3 2025 Added 28.55%
$270B
$920,000 0.74% of portfolio
12,874
Q3 2025 Added 5.03%
$0
$920,000 0.74% of portfolio
1,533
Q3 2025 Added 3.3%
$0
$893,000 0.72% of portfolio
232,628
Q3 2025 Added 0.13%
$10.3B
$904,000 0.72% of portfolio
26,950
Q3 2025 Reduced 14.72%
$453B
$754,000 0.6% of portfolio
1
Q2 2025 New
$414B
$683,000 0.55% of portfolio
2,950
Q3 2025 Added 5.21%
$24.1B
$636,000 0.51% of portfolio
15,024
Q3 2025 New
$0
$619,000 0.5% of portfolio
61,008
Q3 2025 Added 9.32%
$118B
$619,000 0.5% of portfolio
2,521
Q3 2025 Reduced 3.22%
$24.8B
$607,000 0.49% of portfolio
24,705
Q4 2023 Reduced 2.47%
$140B
$606,000 0.49% of portfolio
2,412
Q3 2025 Reduced 1.83%
$141B
$611,000 0.49% of portfolio
24,007
Q3 2025 Reduced 8.97%
$0
$591,000 0.47% of portfolio
160,370
Q3 2025 Added 55.22%
$593B
$587,000 0.47% of portfolio
2,090
Q3 2025 Added 4.03%
$67.3B
$562,000 0.45% of portfolio
2,016
Q3 2025 Added 102.21%
$0
$548,000 0.44% of portfolio
49,680
Q2 2025 Reduced 0.96%
$2.14B
$553,000 0.44% of portfolio
73,990
Q3 2025 Added 93.69%

Summary

  • Portfolio
  • No. of Stocks 498
  • Current Value $125 Million
  • Prior Value $118 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 62 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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