Pin Oak Investment Advisors Inc Reduced Holdings in Q2 2025

Pin Oak Investment Advisors Inc

  • $118 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-7
- 4.0%
$713.71 - $898.95 $5K - $6.29K
168 $138K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-10
- 14.29%
$121.58 - $136.74 $1.22K - $1.37K
60 $8K
NVO
Novo Nordisk A S

Healthcare
-14
- 3.19%
$58.08 - $81.05 $813 - $1.13K
425 $29K
PSX
Phillips 66

Energy
-35
- 7.22%
$92.87 - $125.73 $3.25K - $4.4K
450 $55K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-973
- 45.15%
$11.9 - $15.57 $11.6K - $15.1K
1.18K $16K
KMI
Kinder Morgan, Inc.

Energy
-201
- 3.76%
$25.21 - $29.4 $5.07K - $5.91K
5.14K $146K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.72K
- 85.61%
$152.93 - $181.74 $263K - $312K
289 $50K
GE
General Electric CO

Industrials
-126
- 9.61%
$166.81 - $257.39 $21K - $32.4K
1.19K $237K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-71
- 13.76%
$272.36 - $339.57 $19.3K - $24.1K
445 $136K
EVRG
Evergy, Inc.

Utilities
-330
- 50.0%
$64.06 - $69.64 $21.1K - $23K
330 $22K
IWS
Ishares Russell Midcap Value E

ETFs
-165
- 56.31%
$110.58 - $132.14 $18.2K - $21.8K
128 $16K
F
Ford Motor CO

Consumer Cyclical
-576
- 18.57%
$8.69 - $10.85 $5.01K - $6.25K
2.53K $25K
AGNC
Agnc Investment Corp.

Real Estate
-100
- 66.67%
$8.12 - $9.49 $812 - $949
50 $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-38
- 10.89%
$456.74 - $568.03 $17.4K - $21.6K
311 $159K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-483
- 0.96%
$9.86 - $10.92 $4.76K - $5.27K
49.7K $532K
VLO
Valero Energy Corp

Energy
-1
- 0.06%
$104.69 - $141.77 $105 - $142
1.58K $209K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-154
- 37.38%
$149.76 - $186.42 $23.1K - $28.7K
258 $45K
COST
Costco Wholesale Corp

Consumer Defensive
-73
- 42.2%
$908.13 - $1056.85 $66.3K - $77.2K
100 $94K
IWD
Ishares Russell 1000 Val ETF

ETFs
-245
- 19.63%
$166.82 - $194.23 $40.9K - $47.6K
1K $188K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-367
- 8.81%
$320.42 - $424.58 $118K - $156K
3.8K $1.37M
Ge Vernova Inc
-31
- 6.03%
N/A
483 $147K
Txo Partners LP
-8.78K
- 3.09%
N/A
275K $5.27M
GS
Goldman Sachs Group Inc

Financial Services
-80
- 9.84%
$462.22 - $707.75 $37K - $56.6K
733 $400K
XLE
Energy Sector Spdr

ETFs
-207
- 11.62%
$76.44 - $94.13 $15.8K - $19.5K
1.57K $147K
IVV
Ishares Core S&P 500 ETF

ETFs
-227
- 26.93%
$498.8 - $620.9 $113K - $141K
616 $346K
RTX
Raytheon Technologies Corp

Industrials
-225
- 8.12%
$113.75 - $148.48 $25.6K - $33.4K
2.55K $337K
SHW
Sherwin Williams CO

Basic Materials
-98
- 17.38%
$313.51 - $363.51 $30.7K - $35.6K
466 $162K
MO
Altria Group, Inc.

Consumer Defensive
-1
- 0.04%
$55.56 - $60.91 $55.6 - $60.9
2.27K $136K
GOOGL
Alphabet Inc.

Communication Services
-120
- 0.84%
$144.7 - $178.6 $17.4K - $21.4K
14.3K $2.2M
V
Visa Inc.

Financial Services
-94
- 11.31%
$308.27 - $373.31 $29K - $35.1K
737 $258K
Liberty Live Group
-437
- 6.44%
N/A
6.35K $432K
DVN
Devon Energy Corp

Energy
-3.17K
- 22.44%
$26.8 - $37.92 $85.1K - $120K
11K $410K
NOG
Northern Oil & Gas, Inc.

Energy
-1.47K
- 1.31%
$20.6 - $32.16 $30.3K - $47.3K
110K $3.34M
ABBV
Abb Vie Inc.

Healthcare
-125
- 4.27%
$170.16 - $206.27 $21.3K - $25.8K
2.8K $587K
COP
Conocophillips

Energy
-127
- 2.44%
$82.66 - $106.1 $10.5K - $13.5K
5.08K $533K
SPY
Spdr S&P 500 ETF Trust

ETFs
-60
- 1.44%
$496.48 - $617.85 $29.8K - $37.1K
4.1K $2.29M
AR
Antero Resources Corp

Energy
-553
- 1.72%
$31.92 - $43.78 $17.7K - $24.2K
31.6K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-157
- 3.19%
$483.48 - $539.8 $75.9K - $84.7K
4.77K $2.54M
EOG
Eog Resources Inc

Energy
-15
- 0.06%
$104.61 - $129.97 $1.57K - $1.95K
23.2K $2.97M
Activity Summary
Buys All Purchases 143 New Holdings 87 Increased Positions 56 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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