Pin Oak Investment Advisors Inc Sells in Q2 2025

Pin Oak Investment Advisors Inc

  • $118 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-19.1K
- 39.83%
$172.42 - $223.89 $3.29M - $4.27M
28.8K $6.4M
CRM
Salesforce, Inc.

Technology
-12K
- 98.63%
$236.26 - $291.15 $2.84M - $3.51M
167 $44K
MCD
Mcdonalds Corp

Consumer Cyclical
-8.15K
- 97.29%
$285.55 - $321.23 $2.33M - $2.62M
227 $70K
MSFT
Microsoft Corp

Technology
-5.92K
- 59.63%
$354.56 - $497.45 $2.1M - $2.94M
4K $1.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-3.71K
- 97.37%
$177.93 - $313.14 $659K - $1.16M
100 $20K
UNH
Unitedhealth Group Inc

Healthcare
-660
- 65.87%
$274.35 - $599.47 $181K - $396K
342 $179K
MOS
Mosaic CO

Basic Materials
-12.3K
- 97.63%
$22.76 - $36.95 $281K - $456K
300 $8K
TSLA
Tesla, Inc.

Consumer Cyclical
-983
- 93.0%
$221.86 - $362.89 $218K - $357K
74 $19K
HD
Home Depot, Inc.

Consumer Cyclical
-736
- 52.68%
$335.24 - $380.78 $247K - $280K
661 $242K
MMM
3 M CO

Industrials
-986
- 65.82%
$126.09 - $154.15 $124K - $152K
512 $75K
JPM
Jpmorgan Chase & CO

Financial Services
-252
- 8.22%
$210.28 - $289.91 $53K - $73.1K
2.81K $690K
TRV
Travelers Companies, Inc.

Financial Services
-341
- 25.49%
$233.83 - $276.34 $79.7K - $94.2K
997 $263K
BA
Boeing CO

Industrials
-319
- 15.05%
$136.59 - $217.51 $43.6K - $69.4K
1.8K $306K
PG
Procter & Gamble CO

Consumer Defensive
-226
- 17.42%
$157.66 - $172.39 $35.6K - $39K
1.07K $182K
KO
Coca Cola CO

Consumer Defensive
-1.37K
- 31.06%
$68.37 - $73.9 $93.4K - $101K
3.03K $217K
CSCO
Cisco Systems, Inc.

Technology
-710
- 8.14%
$53.19 - $69.38 $37.8K - $49.3K
8.02K $494K
IBM
International Business Machines Corp

Technology
-241
- 35.65%
$221.03 - $294.78 $53.3K - $71K
435 $108K
NVDA
Nvidia Corp

Technology
-1.61K
- 18.48%
$94.31 - $157.99 $152K - $254K
7.09K $768K
BAC
Bank Of America Corp

Financial Services
-1.53K
- 5.78%
$34.39 - $47.46 $52.4K - $72.4K
24.9K $1.04M
WMT
Walmart Inc.

Consumer Defensive
-100
- 0.6%
$81.79 - $99.98 $8.18K - $10K
16.5K $1.45M
ET
Energy Transfer LP

Energy
-1.95K
- 0.8%
$15.65 - $18.93 $30.6K - $37K
241K $4.48M
CVX
Chevron Corp

Energy
-242
- 1.9%
$133.73 - $168.51 $32.4K - $40.8K
12.5K $2.09M
PFE
Pfizer Inc

Healthcare
-906
- 3.32%
$21.59 - $24.84 $19.6K - $22.5K
26.4K $668K
INTC
Intel Corp

Technology
-442
- 2.86%
$18.13 - $22.69 $8.01K - $10K
15K $341K
T
At&T Inc.

Communication Services
-898
- 7.81%
$26.33 - $28.94 $23.6K - $26K
10.6K $299K
PAGP
Plains Gp Holdings LP

Energy
-2.04K
- 2.43%
$17.24 - $21.61 $35.2K - $44.1K
81.7K $1.75M
Siriusxm Hldgs Inc
-1.46K
- 4.29%
N/A
32.7K $736K
MSPRW
Msp Recovery, Inc.

Healthcare
-368K
- 0.64%
N/A
56.9M $176K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-626
- 1.11%
$9.25 - $10.26 $5.79K - $6.42K
55.8K $556K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-1.11K
- 1.21%
$5.17 - $5.91 $5.72K - $6.54K
90.6K $533K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.79K
- 8.15%
$10.49 - $12.99 $18.8K - $23.3K
20.2K $258K
SHOP
Shopify Inc.

Technology
-224
- 18.9%
$76.89 - $115.35 $17.2K - $25.8K
961 $91K
IVE
Ishares S&P 500 Value ETF

ETFs
-15
- 27.27%
$168.34 - $195.42 $2.53K - $2.93K
40 $7K
IWP
Ishares Russell Mid Cap Growth

ETFs
-380
- 30.09%
$104.34 - $138.68 $39.6K - $52.7K
883 $103K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-168
- 31.23%
$35.42 - $43.89 $5.95K - $7.37K
370 $15K
EEM
Ishares Msci Emerging Markets

ETFs
-95
- 4.34%
$38.52 - $48.28 $3.66K - $4.59K
2.1K $91K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-75
- 10.95%
$72.96 - $90.39 $5.47K - $6.78K
610 $49K
NFLX
Netflix Inc

Communication Services
-49
- 31.61%
$855.86 - $1339.13 $41.9K - $65.6K
106 $98K
NOW
Service Now, Inc.

Technology
-38
- 25.5%
$721.65 - $1040.18 $27.4K - $39.5K
111 $88K
AMZA
Etfis Ser Tr I

ETFs
-1
- 0.35%
$39.22 - $47.77 $39.2 - $47.8
284 $13K
CPT
Camden Property Trust

Real Estate
-66
- 1.5%
$106.53 - $122.8 $7.03K - $8.1K
4.32K $528K
BP
Bp PLC

Energy
-400
- 6.0%
$26.11 - $33.81 $10.4K - $13.5K
6.27K $211K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-30
- 16.57%
$105.8 - $131.55 $3.17K - $3.95K
151 $18K
IVW
Ishares S&P 500 Growth ETF

ETFs
-40
- 4.98%
$82.96 - $110.1 $3.32K - $4.4K
764 $70K
ELS
Equity Lifestyle Properties Inc

Real Estate
-28
- 9.46%
$61.46 - $68.02 $1.72K - $1.9K
268 $17K
FCX
Freeport Mcmoran Inc

Basic Materials
-419
- 18.9%
$29.15 - $44.46 $12.2K - $18.6K
1.8K $68K
Ge Healthcare Technologi
-41
- 18.98%
N/A
175 $14K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-100
- 27.25%
$141.37 - $228.57 $14.1K - $22.9K
267 $44K
ENB
Enbridge Inc

Energy
-231
- 37.56%
$41.09 - $47.16 $9.49K - $10.9K
384 $17K
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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