Pin Oak Investment Advisors Inc has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Million distributed in 508 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kimbell Royalty Partners, LP with a value of $8.58M, Apple Inc. with a value of $6.4M, Txo Partners LP with a value of $5.27M, Enterprise Products Partners L.P. with a value of $5.08M, and Exxon Mobil Corp with a value of $4.74M.

Examining the 13F form we can see an decrease of $13M in the current position value, from $131M to 118M.

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 $118 Million
Energy: $38.9 Million
Technology: $15.7 Million
ETFs: $13.5 Million
Financial Services: $12.2 Million
Healthcare: $5.15 Million
Communication Services: $4.83 Million
Industrials: $2.84 Million
Consumer Cyclical: $2.77 Million
Other: $5.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 508
  • Current Value $118 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 87 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
Track This Portfolio

Track Pin Oak Investment Advisors Inc Portfolio

Follow Pin Oak Investment Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pin Oak Investment Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pin Oak Investment Advisors Inc with notifications on news.