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CIK: 0001094584
Total reported value
$137.6M
$137.6M
455 檔
24.7%
As reported in its official Q1 2025 Form 13F filing, Pin Oak Investment Advisors Inc's tracked investment portfolio stood at $137.6M with 455 total positions.
In Q1 2025, Pin Oak Investment Advisors Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, KRP, TXO) accounted for 24.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $10.3M
Showing top 200 holdings (of 455 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.88% | +0.14% | +62.72% | |
| 2 | KRP | Kimbell Royalty Partners LP | Stock-Other | 6.58% | +0.17% | -0.45% | |
| 3 | TXO | Txo Partners LP | Stock-Other | 4.02% | +0.09% | -2.78% | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 3.87% | +0.09% | -0.72% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 3.60% | +0.12% | +1.14% | |
| 6 | ET | Energy Transfer LP | Stock-Energy | 3.44% | +0.09% | +0.91% | |
| 7 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 3.29% | +0.08% | -0.75% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | +0.04% | +136.34% | |
| 9 | MNR | Mach Natural Resources LP | Stock-Other | 2.56% | +0.06% | — | |
| 10 | NOG | Northern Oil And Gas Inc | Stock-Energy | 2.54% | +0.03% | -0.36% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 2.52% | +0.01% | +7209.58% | |
| 12 | EOG | Eog Resources Inc | Stock-Energy | 2.24% | +0.06% | -0.64% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | — | +3263.05% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | +0.05% | +7.79% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +0.03% | -3.19% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.08% | +3.05% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.62% | +0.05% | -0.99% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.45% | +0.05% | +7.75% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.37% | +0.05% | +132.84% | |
| 20 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.34% | +0.04% | +1.25% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | +0.04% | +4.39% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.05% | +0.02% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | +0.03% | +10.79% | |
| 24 | AR | Antero Resources CORP | Stock-Energy | 0.96% | +0.01% | -1.10% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.03% | +0.22% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.86% | +0.03% | — | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.03% | +2.97% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.02% | -6.68% | |
| 29 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.74% | — | — | |
| 30 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.71% | +0.02% | -9.41% | |
| 31 | SHEL | Shell Plc-adr | Stock-Energy | 0.68% | +0.03% | +5.92% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | — | — | |
| 33 | MANH | Manhattan Associates Inc | Stock-Tech | 0.62% | +0.02% | +8.70% | |
| 34 | STXF | Strive 500 ETF | ETF-Other | 0.62% | +0.01% | +13.08% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.03% | +0.56% | |
| 36 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.60% | — | +3706.00% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.01% | +10.93% | |
| 38 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.57% | +0.02% | -3.96% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.02% | +0.08% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.53% | +0.01% | -5.88% | |
| 41 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.49% | +0.03% | +12.71% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.48% | +0.01% | — | |
| 43 | HAL | Halliburton Co | Stock-Energy | 0.47% | +0.02% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.02% | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | +0.01% | +5.34% | |
| 46 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.43% | +0.01% | -14.06% | |
| 47 | ACP | Abrdn Income Credit Strat | Stock-Other | 0.41% | +0.01% | -24.68% | |
| 48 | BTZ | Blackrock Credit Allocation | Stock-Other | 0.41% | — | -15.81% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.01% | +7.52% | |
| 50 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.41% | — | +27.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | KRP | Kimbell Royalty Partners LP | — | NEW | New buy |
| 3 | TXO | Txo Partners LP | — | NEW | New buy |
| 4 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 5 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 6 | ET | Energy Transfer LP | — | NEW | New buy |
| 7 | HHH | Howard Hughes Holdings Inc | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | MNR | Mach Natural Resources LP | — | NEW | New buy |
| 10 | NOG | Northern Oil And Gas Inc | — | NEW | New buy |
| 11 | CRM | Salesforce Inc | — | NEW | New buy |
| 12 | EOG | Eog Resources Inc | — | NEW | New buy |
| 13 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 19 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 20 | PAGP | Plains Gp Holdings Lp-cl A | — | NEW | New buy |
| 21 | WMT | Walmart Inc | — | NEW | New buy |
| 22 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | AR | Antero Resources CORP | — | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 26 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 27 | BAC | Bank Of America CORP | — | NEW | New buy |
| 28 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 29 | XYLD | Global X S&p 500 Cove Call E | — | NEW | New buy |
| 30 | HIO | Western Asset Hi Inc Opport | — | NEW | New buy |
| 31 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 32 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 33 | MANH | Manhattan Associates Inc | — | NEW | New buy |
| 34 | STXF | Strive 500 ETF | — | NEW | New buy |
| 35 | NVDA | Nvidia CORP | — | NEW | New buy |
| 36 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | New buy |
| 37 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 38 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 40 | PFE | Pfizer Inc | — | NEW | New buy |
| 41 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 42 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 43 | HAL | Halliburton Co | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 46 | XEVVX | Eaton Vance LTD Durat Inc | — | NEW | New buy |
| 47 | ACP | Abrdn Income Credit Strat | — | NEW | New buy |
| 48 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 49 | BTZ | Blackrock Credit Allocation | — | NEW | New buy |
| 50 | CSCO | Cisco Systems Inc | — | NEW | New buy |
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 455 disclosed positions in Q1 2025.
During Q1 2025, Pin Oak Investment Advisors Inc's top holdings by market value included AAPL (7.9%)、KRP (6.6%)、TXO (4.0%). The largest single position, AAPL, represented 7.9% of total portfolio value.
In Q1 2025, Pin Oak Investment Advisors Inc made 50 total portfolio adjustments, initiating 50 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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