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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$932,000 0.71% of portfolio
232,328
Q1 2025 Reduced 9.41%
$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%
$0
$527,000 0.4% of portfolio
42,065
Q1 2025 Reduced 3.0%
$0
$372,000 0.28% of portfolio
103,320
Q1 2025 Reduced 2.45%
$0
$261,000 0.2% of portfolio
21,965
Q1 2025 Reduced 3.52%
$3.97M
$182,000 0.14% of portfolio
57,269,071
Q1 2025 Reduced 2.35%
$0
$137,000 0.1% of portfolio
79,900
Q1 2025 Reduced 21.36%
$0
$97,000 0.07% of portfolio
9,750
Q2 2018 New
$0
$48,000 0.04% of portfolio
3,016
Q1 2025 Added 31.59%
$0
$17,000 0.01% of portfolio
1,206
Q2 2024 New
$0
$12,000 0.01% of portfolio
485
Q1 2025 New
$0
$16,000 0.01% of portfolio
538
Q3 2024 Reduced 24.01%
$0
$8,000 0.01% of portfolio
800
Q3 2024 Reduced 57.96%
$0
$4,000 0.0% of portfolio
167
Q3 2024 Added 17.61%
$0
$5,000 0.0% of portfolio
450
Q4 2022 New
$0
$1,000 0.0% of portfolio
50
Q1 2025 New
$0
$6,000 0.0% of portfolio
270
Q4 2021 New
$0
$6,000 0.0% of portfolio
1,700
Q2 2023 New
$0
$1,000 0.0% of portfolio
50
Q1 2025 New

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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