Pin Oak Investment Advisors Inc Portfolio Holdings

Pin Oak Investment Advisors Inc

  • $118 Million
  • Q2 2025

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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$314B
$9,000 0.01% of portfolio
34
Q3 2024 New
$233B
$11,000 0.01% of portfolio
154
Q1 2025 Added 94.94%

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
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