Pin Oak Investment Advisors Inc Portfolio Holdings

Pin Oak Investment Advisors Inc

  • $131 Million
  • Q1 2025

Pin Oak Investment Advisors Inc has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Million distributed in 455 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.3M, Kimbell Royalty Partners, LP with a value of $8.62M, Txo Partners LP with a value of $5.27M, Enterprise Products Partners L.P. with a value of $5.07M, and Exxon Mobil Corp with a value of $4.72M.

Examining the 13F form we can see an increase of $21.2M in the current position value, from $110M to 131M.

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 $131 Million
Energy: $38.8 Million
Technology: $25.2 Million
ETFs: $12.6 Million
Financial Services: $11.5 Million
Consumer Cyclical: $6.54 Million
Healthcare: $5.53 Million
Communication Services: $4.88 Million
Industrials: $3.17 Million
Other: $6.35 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$10.3 Million 7.87% of portfolio
47,874
Q1 2025 Added 62.71%
$808M
$8.62 Million 6.57% of portfolio
608,214
Q1 2025 Reduced 0.45%
$69.4B
$5.07 Million 3.86% of portfolio
147,225
Q1 2025 Reduced 0.72%
$474B
$4.72 Million 3.6% of portfolio
36,443
Q1 2025 Added 1.14%
$54.5B
$4.51 Million 3.44% of portfolio
242,848
Q1 2025 Added 0.91%
$3.75T
$3.71 Million 2.82% of portfolio
9,919
Q1 2025 Added 136.34%
$2.42B
$3.33 Million 2.54% of portfolio
111,961
Q1 2025 Reduced 0.36%
$271B
$3.3 Million 2.51% of portfolio
12,207
Q1 2025 Added 7,209.58%
$71.4B
$2.93 Million 2.24% of portfolio
23,184
Q1 2025 Reduced 0.64%
$216B
$2.57 Million 1.96% of portfolio
8,374
Q1 2025 Added 3,263.05%
$631B
$2.51 Million 1.91% of portfolio
4,926
Q1 2025 Added 7.79%
$1.07T
$2.2 Million 1.68% of portfolio
14,371
Q1 2025 Added 3.05%
$300B
$2.12 Million 1.61% of portfolio
12,739
Q1 2025 Reduced 0.99%
$281B
$1.79 Million 1.37% of portfolio
19,456
Q1 2025 Added 132.84%
$3.8B
$1.76 Million 1.34% of portfolio
83,779
Q1 2025 Added 1.25%
$263B
$1.48 Million 1.13% of portfolio
16,637
Q1 2025 Added 4.39%
$10.7B
$1.25 Million 0.96% of portfolio
32,156
Q1 2025 Reduced 1.1%
$1.08T
$1.14 Million 0.87% of portfolio
7,266
Q1 2025 Added 0.22%
$177B
$1.13 Million 0.86% of portfolio
377
Q3 2024 Added 10.88%
$376B
$1.07 Million 0.81% of portfolio
26,396
Q1 2025 Added 2.97%
$2.27T
$988,000 0.75% of portfolio
4,893
Q1 2025 Reduced 6.68%
$0
$932,000 0.71% of portfolio
232,328
Q1 2025 Reduced 9.41%
$256B
$892,000 0.68% of portfolio
12,258
Q1 2025 Added 5.92%
-
$808,000 0.62% of portfolio
-
Q1 2025 Added 13.08%
$12.7B
$814,000 0.62% of portfolio
175
Q1 2025 Added 8.7%
$406B
$799,000 0.61% of portfolio
8,694
Q1 2025 Added 0.56%
$85.1B
$790,000 0.6% of portfolio
3,806
Q1 2025 Added 3,706.0%
$831B
$781,000 0.6% of portfolio
3,066
Q1 2025 Added 10.93%
$143B
$691,000 0.53% of portfolio
27,278
Q1 2025 Reduced 5.88%
$53.6B
$648,000 0.49% of portfolio
6,032
Q1 2025 Added 12.71%
$310B
$624,000 0.48% of portfolio
8,829
Q2 2024 Added 6.0%
$20B
$619,000 0.47% of portfolio
24,705
Q4 2023 Reduced 2.47%
$337B
$576,000 0.44% of portfolio
2,929
Q3 2024 Reduced 6.99%
$140B
$561,000 0.43% of portfolio
2,407
Q1 2025 Added 5.34%
$0
$560,000 0.43% of portfolio
56,433
Q1 2025 Reduced 14.06%
$0
$536,000 0.41% of portfolio
91,739
Q1 2025 Reduced 24.68%
$0
$531,000 0.4% of portfolio
50,163
Q1 2025 Reduced 15.81%
$284B
$531,000 0.4% of portfolio
8,725
Q1 2025 Added 7.52%
$125B
$525,000 0.4% of portfolio
2,605
Q3 2023 Added 4.49%
$0
$527,000 0.4% of portfolio
42,065
Q1 2025 Reduced 3.0%
$120B
$520,000 0.4% of portfolio
5,211
Q1 2025 Added 21.64%
$42.4B
$531,000 0.4% of portfolio
10,759
Q1 2025 Added 27.42%
$12B
$529,000 0.4% of portfolio
4,389
Q1 2025 Added 1.46%
$283B
$517,000 0.39% of portfolio
1,002
Q1 2025 Added 159.59%
$212B
$461,000 0.35% of portfolio
3,665
Q1 2025 Added 0.03%
$380B
$462,000 0.35% of portfolio
1,397
Q1 2025 Added 80.03%
$179B
$429,000 0.33% of portfolio
3,285
Q1 2025 Added 25.43%
$22.6B
$403,000 0.31% of portfolio
14,142
Q1 2025 Reduced 7.66%
$233B
$413,000 0.31% of portfolio
3,158
Q1 2025 Reduced 1.93%

Summary

  • Portfolio
  • No. of Stocks 455
  • Current Value $131 Million
  • Prior Value $110 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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