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CIK: 0001094584
Total reported value
$137.6M
$137.6M
454 檔
20.6%
According to the latest 13F quarterly dataset, Pin Oak Investment Advisors Inc managed an equity portfolio of $137.6M at the end of Q1 2024, spanning 454 distinct U.S. exchange-listed positions.
During Q1 2024, Pin Oak Investment Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 454 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRP | Kimbell Royalty Partners LP | Stock-Other | 9.36% | +0.17% | -0.96% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.98% | +0.14% | -0.03% | |
| 3 | NOG | Northern Oil And Gas Inc | Stock-Energy | 4.78% | +0.03% | -0.93% | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 4.11% | +0.09% | -1.38% | |
| 5 | TXO | Txo Partners LP | Stock-Other | 4.06% | +0.09% | -1.45% | |
| 6 | ET | Energy Transfer LP | Stock-Energy | 3.83% | +0.09% | -1.45% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.96% | +0.12% | +0.24% | |
| 8 | EOG | Eog Resources Inc | Stock-Energy | 2.91% | +0.06% | -0.13% | |
| 9 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 2.37% | +0.08% | -0.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.23% | +0.03% | +6.05% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +0.08% | -0.77% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.99% | +0.05% | -0.94% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | +0.04% | +0.55% | |
| 14 | OKE | Oneok Inc | Stock-Energy | 1.82% | — | -5.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | +0.05% | +1.60% | |
| 16 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.51% | — | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.35% | +0.02% | +2.32% | |
| 18 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.33% | +0.04% | -2.25% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.12% | +0.05% | — | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | +0.04% | +189.28% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.03% | -4.04% | |
| 22 | AR | Antero Resources CORP | Stock-Energy | 0.96% | +0.01% | -0.43% | |
| 23 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 0.95% | — | -0.89% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | +0.03% | -1.28% | |
| 25 | HAL | Halliburton Co | Stock-Energy | 0.94% | +0.02% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.02% | -1.28% | |
| 27 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.84% | +0.02% | +1.22% | |
| 28 | DVN | Devon Energy CORP | Stock-Energy | 0.81% | +0.01% | +0.31% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.78% | +0.03% | -0.25% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.77% | +0.01% | -1.83% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.03% | +4.63% | |
| 32 | HISF | First Trust High Income Strategic Focus ETF | ETF-Other | 0.72% | — | +4.81% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.03% | -2.12% | |
| 34 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.63% | +0.01% | +6.94% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | +0.01% | +4.34% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | -2.62% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.02% | +562.76% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | -1.56% | |
| 39 | INTC | Intel CORP | Stock-Tech | 0.55% | +0.02% | — | |
| 40 | COP | Conocophillips | Stock-Energy | 0.52% | +0.01% | — | |
| 41 | DSL | Doubleline Income Solutions | Stock-Other | 0.52% | +0.01% | — | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.49% | +0.01% | — | |
| 43 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.49% | +0.01% | +0.16% | |
| 44 | BTZ | Blackrock Credit Allocation | Stock-Other | 0.48% | — | +9.21% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | +0.01% | -2.06% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | +0.01% | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | +1.20% | |
| 48 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.42% | — | — | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.01% | +1.25% | |
| 50 | 22941EUR | Liberty Media Corp-cl A New | Stock-Other | 0.38% | — | -0.38% |
According to official SEC Form 13F filings, Pin Oak Investment Advisors Inc reported a total U.S. public equity portfolio value of $137.6M across 454 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KRP, AAPL, NOG) accounted for 20.6% of total reported equity market value during Q1 2024.
During Q1 2024, Pin Oak Investment Advisors Inc's top holdings by market value included KRP (9.4%)、AAPL (5.0%)、NOG (4.8%). The largest single position, KRP, represented 9.4% of total portfolio value.
In Q1 2024, Pin Oak Investment Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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