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CIK: 0001094584
Total reported value
$137.6M
$137.6M
508 檔
21.8%
In Q2 2025, Pin Oak Investment Advisors Inc's U.S. equity holdings reached a combined market value of $137.6M, distributed across 508 disclosed stock positions.
Pin Oak Investment Advisors Inc executed strategic sector rebalancing during Q2 2025, establishing 15 new positions while fully exiting 1 holdings and trimming 27 positions.
Showing top 200 holdings (of 508 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRP | Kimbell Royalty Partners LP | Stock-Other | 7.26% | +0.17% | +0.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.41% | +0.14% | -39.83% | |
| 3 | TXO | Txo Partners LP | Stock-Other | 4.46% | +0.09% | -3.09% | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 4.30% | +0.09% | +1.00% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 4.01% | +0.12% | +9.26% | |
| 6 | ET | Energy Transfer LP | Stock-Energy | 3.79% | +0.09% | -0.80% | |
| 7 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 3.64% | +0.08% | +10.04% | |
| 8 | MNR | Mach Natural Resources LP | Stock-Other | 2.86% | +0.06% | +2.96% | |
| 9 | NOG | Northern Oil And Gas Inc | Stock-Energy | 2.83% | +0.03% | -1.31% | |
| 10 | EOG | Eog Resources Inc | Stock-Energy | 2.51% | +0.06% | -0.06% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | +0.05% | -3.19% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.03% | -1.44% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.08% | -0.83% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.77% | +0.05% | -1.90% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.63% | +0.05% | +5.17% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.48% | +0.05% | +6.86% | |
| 17 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.48% | +0.04% | -2.43% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | +0.04% | -59.63% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.23% | +0.04% | -0.60% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.16% | +0.02% | -8.81% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | +0.03% | +3.67% | |
| 22 | AR | Antero Resources CORP | Stock-Energy | 1.08% | +0.01% | -1.72% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.97% | +0.03% | +1596.82% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.03% | +0.37% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.03% | -5.78% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.02% | +4.29% | |
| 27 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.82% | — | — | |
| 28 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.78% | +0.02% | — | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.76% | +0.03% | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | — | +1637.82% | |
| 31 | STXF | Strive 500 ETF | ETF-Other | 0.69% | +0.01% | +13.85% | |
| 32 | MANH | Manhattan Associates Inc | Stock-Tech | 0.69% | +0.02% | +2581.14% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | +0.01% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.03% | -18.48% | |
| 35 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.62% | +0.02% | -4.29% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.02% | +13.02% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.01% | -8.22% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | +0.01% | -3.32% | |
| 39 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.55% | +0.03% | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.54% | +0.01% | — | |
| 41 | HAL | Halliburton Co | Stock-Energy | 0.53% | +0.02% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.02% | -4.27% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.48% | +0.01% | +2.08% | |
| 44 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.47% | +0.01% | -1.11% | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.45% | — | +0.99% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.45% | +0.01% | -2.44% | |
| 47 | ACP | Abrdn Income Credit Strat | Stock-Other | 0.45% | +0.01% | -1.21% | |
| 48 | BTZ | Blackrock Credit Allocation | Stock-Other | 0.45% | — | -0.96% | |
| 49 | DSL | Doubleline Income Solutions | Stock-Other | 0.45% | +0.01% | — | |
| 50 | CPT | Camden Property Trust | Stock-Real Estate | 0.45% | — | -1.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.7% | NEW | New buy |
| 2 | KRP | Kimbell Royalty Partners LP | +0.7% | +0.77% | Add |
| 3 | ET | Energy Transfer LP | +0.4% | -0.80% | Trim |
| 4 | MNR | Mach Natural Resources LP | +0.3% | +2.96% | Add |
| 5 | EOG | Eog Resources Inc | +0.3% | -0.06% | Trim |
| 6 | GBIL | Goldman Sachs Access Treasur | +0.2% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -3.19% | Trim |
| 8 | GLD | Spdr Gold Shares | +0.2% | +5.17% | Add |
| 9 | CVX | Chevron CORP | +0.2% | -1.90% | Trim |
| 10 | AR | Antero Resources CORP | +0.1% | -1.72% | Trim |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | +6.86% | Add |
| 12 | WMT | Walmart Inc | +0.1% | -0.60% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.1% | +3.67% | Add |
| 14 | OGE | Oge Energy CORP | +0.1% | +914.35% | Add |
| 15 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | NEW | New buy |
| 16 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | NEW | New buy |
| 17 | WM | Waste Management Inc | +0.1% | +760.00% | Add |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | NEW | New buy |
| 19 | BAC | Bank Of America CORP | +0.1% | -5.78% | Trim |
| 20 | AON | Aon plc | +0.1% | NEW | New buy |
| 21 | SCHR | Schwab Intermediate-term US | +0.1% | NEW | New buy |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | New buy |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | NEW | New buy |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | NEW | New buy |
| 25 | NVDA | Nvidia CORP | 0% | -18.48% | Trim |
| 26 | PFE | Pfizer Inc | 0% | -3.32% | Trim |
| 27 | LNG | Cheniere Energy Inc | 0% | NEW | New buy |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | NEW | New buy |
| 29 | SCHF | Schwab Intl Equity ETF | 0% | NEW | New buy |
| 30 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 31 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | New buy |
| 32 | CSCO | Cisco Systems Inc | 0% | -8.14% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | 0% | -8.22% | Trim |
| 34 | BA | Boeing Co/the | 0% | -15.05% | Trim |
| 35 | PG | Procter & Gamble Co/the | 0% | -17.42% | Trim |
| 36 | KO | Coca-cola Co/the | 0% | -31.06% | Trim |
| 37 | IBM | Intl Business Machines CORP | 0% | -35.65% | Trim |
| 38 | XYL | Xylem Inc | 0% | EXIT | Sold out |
| 39 | TRV | Travelers Cos Inc/the | -0.1% | -25.49% | Trim |
| 40 | CAT | Caterpillar Inc | -0.1% | -41.65% | Trim |
| 41 | MMM | 3m Co | -0.1% | -65.82% | Trim |
| 42 | HD | Home Depot Inc | -0.2% | -52.68% | Trim |
| 43 | TSLA | Tesla Inc | -0.2% | -93.00% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -65.87% | Trim |
| 45 | MOS | Mosaic Co/the | -0.3% | -97.63% | Trim |
| 46 | RCL | Royal Caribbean Cruises Ltd. | -0.6% | -97.37% | Trim |
| 47 | MSFT | Microsoft CORP | -1.6% | -59.63% | Trim |
| 48 | MCD | Mcdonald's CORP | -1.9% | -97.29% | Trim |
| 49 | AAPL | Apple Inc | -2.5% | -39.83% | Trim |
| 50 | CRM | Salesforce Inc | -2.5% | -98.63% | Trim |
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 508 disclosed positions in Q2 2025.
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, TXO) accounted for 21.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-A
市值: $798.0K
Top Position Liquidated / Trimmed
XYL
前期市值: $31.0K
During Q2 2025, Pin Oak Investment Advisors Inc's top holdings by market value included KRP (7.3%)、AAPL (5.4%)、TXO (4.5%). The largest single position, KRP, represented 7.3% of total portfolio value.
In Q2 2025, Pin Oak Investment Advisors Inc made 50 total portfolio adjustments, initiating 15 new buys, adding to 7 positions, trimming 27 holdings, and fully liquidating 1 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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