Pin Oak Investment Advisors Inc Incresed Positions in Q1 2025

Pin Oak Investment Advisors Inc

  • $131 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
18.5K
+ 62.71%
$209.68 - $247.1 $3.87M - $4.56M
47.9K $10.3M
CRM
Salesforce, Inc.

Technology
12K
+ 7209.58%
$268.36 - $359.95 $3.23M - $4.33M
12.2K $3.3M
MCD
Mcdonalds Corp

Consumer Cyclical
8.13K
+ 3263.05%
$279.74 - $321.29 $2.27M - $2.61M
8.37K $2.57M
MSFT
Microsoft Corp

Technology
5.72K
+ 136.34%
$375.39 - $447.2 $2.15M - $2.56M
9.92K $3.71M
PLTR
Palantir Technologies Inc.

Technology
11.1K
+ 132.84%
$64.98 - $124.62 $721K - $1.38M
19.5K $1.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.71K
+ 3706.0%
$203.38 - $274.79 $754K - $1.02M
3.81K $790K
MANH
Manhattan Associates Inc

Technology
14
+ 8.7%
$163.5 - $295.1 $2.29K - $4.13K
175 $814K
ET
Energy Transfer LP

Energy
2.18K
+ 0.91%
$17.26 - $21.08 $37.6K - $45.9K
243K $4.51M
XOM
Exxon Mobil Corp

Energy
412
+ 1.14%
$105.44 - $118.93 $43.4K - $49K
36.4K $4.72M
GLD
Spdr Gold Trust

ETFs
456
+ 7.75%
$243.19 - $288.14 $111K - $131K
6.34K $1.89M
MOS
Mosaic CO

Basic Materials
12.3K
+ 4113.33%
$23.08 - $28.8 $285K - $355K
12.6K $344K
VZ
Verizon Communications Inc

Communication Services
666
+ 25.43%
$37.81 - $46.49 $25.2K - $31K
3.29K $429K
UNH
Unitedhealth Group Inc

Healthcare
616
+ 159.59%
$461.52 - $548.18 $284K - $338K
1K $517K
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 2248.89%
$222.15 - $428.22 $225K - $433K
1.06K $283K
PAGP
Plains Gp Holdings LP

Energy
1.04K
+ 1.25%
$18.52 - $22.13 $19.2K - $22.9K
83.8K $1.76M
JNJ
Johnson & Johnson

Healthcare
744
+ 10.79%
$142.06 - $167.7 $106K - $125K
7.64K $1.34M
AEM
Agnico Eagle Mines LTD

Basic Materials
680
+ 12.71%
$79.66 - $108.41 $54.2K - $73.7K
6.03K $648K
JPM
Jpmorgan Chase & CO

Financial Services
302
+ 10.93%
$225.19 - $279.95 $68K - $84.5K
3.07K $781K
WMT
Walmart Inc.

Consumer Defensive
700
+ 4.39%
$84.5 - $105.05 $59.2K - $73.5K
16.6K $1.48M
MMM
3 M CO

Industrials
1.3K
+ 656.57%
$129.7 - $155.12 $169K - $202K
1.5K $219K
MSTR
Microstrategy Inc

Technology
278
+ 95.86%
$239.27 - $396.5 $66.5K - $110K
568 $229K
STRV
Ea Ser Tr Strive 500 ETF
2.29K
+ 13.08%
N/A
19.8K $808K
HD
Home Depot, Inc.

Consumer Cyclical
621
+ 80.03%
$347.25 - $424.87 $216K - $264K
1.4K $462K
CAT
Caterpillar Inc

Industrials
337
+ 145.26%
$326.75 - $407.63 $110K - $137K
569 $221K
SHEL
Shell PLC

Energy
685
+ 5.92%
$62.84 - $73.29 $43K - $50.2K
12.3K $892K
TRV
Travelers Companies, Inc.

Financial Services
341
+ 34.2%
$232.43 - $265.13 $79.3K - $90.4K
1.34K $350K
CSCO
Cisco Systems, Inc.

Technology
610
+ 7.52%
$58.74 - $64.87 $35.8K - $39.6K
8.73K $531K
RIO
Rio Tinto PLC

Basic Materials
1.36K
+ 537.94%
$58.19 - $64.29 $79.2K - $87.5K
1.61K $116K
OXY
Occidental Petroleum Corp

Energy
2.32K
+ 27.42%
$45.45 - $52.7 $105K - $122K
10.8K $531K
BA
Boeing CO

Industrials
319
+ 17.72%
$148.15 - $186.25 $47.3K - $59.4K
2.12K $367K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
271
+ 33.66%
$51.45 - $58.51 $13.9K - $15.9K
1.08K $118K
COP
Conocophillips

Energy
927
+ 21.64%
$88.6 - $105.85 $82.1K - $98.1K
5.21K $520K
T
At&T Inc.

Communication Services
206
+ 1.82%
$21.56 - $28.28 $4.44K - $5.83K
11.5K $316K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.08%
$468.34 - $539.52 $468 - $540
1.31K $696K
PG
Procter & Gamble CO

Consumer Defensive
294
+ 29.31%
$158.56 - $176.26 $46.6K - $51.8K
1.3K $229K
DIS
Walt Disney CO

Communication Services
200
+ 9.95%
$96.87 - $114.0 $19.4K - $22.8K
2.21K $246K
BAC
Bank Of America Corp

Financial Services
761
+ 2.97%
$39.61 - $47.74 $30.1K - $36.3K
26.4K $1.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4K
+ 200.0%
$21.75 - $24.28 $87K - $97.1K
6K $186K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.03%
$83.01 - $101.02 $83 - $101
3.67K $461K
INTC
Intel Corp

Technology
1.82K
+ 13.34%
$19.1 - $27.39 $34.8K - $49.8K
15.5K $361K
SBUX
Starbucks Corp

Consumer Cyclical
14
+ 3.0%
$91.75 - $115.81 $1.28K - $1.62K
481 $84K
BP
Bp PLC

Energy
1.06K
+ 18.9%
$29.93 - $35.31 $31.7K - $37.4K
6.67K $212K
NG
Novagold Resources Inc

Basic Materials
16.8K
+ 85.2%
$2.92 - $3.57 $49.2K - $60.1K
36.6K $113K
LLY
Eli Lilly & CO

Healthcare
55
+ 45.83%
$725.72 - $929.72 $39.9K - $51.1K
175 $138K
ZTS
Zoetis Inc.

Healthcare
118
+ 34.4%
$156.48 - $175.67 $18.5K - $20.7K
461 $94K
IBM
International Business Machines Corp

Technology
141
+ 26.36%
$217.4 - $264.74 $30.7K - $37.3K
676 $141K
JEPI
J P Morgan Exchange Traded Fd

ETFs
175
+ 154.87%
$56.17 - $59.71 $9.83K - $10.4K
288 $28K
SONY
Sony Group Corp

Technology
2.5K
+ 400.0%
$19.88 - $25.64 $49.6K - $64K
3.12K $78K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
724
+ 31.59%
$15.0 - $15.91 $10.9K - $11.5K
3.02K $48K
Activity Summary
Buys All Purchases 91 New Holdings 14 Increased Positions 77 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email