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CIK: 0001094584
Total reported value
$137.6M
$137.6M
498 檔
22.2%
The Q3 2025 SEC filing reveals that Pin Oak Investment Advisors Inc held a total portfolio value of $137.6M, covering 498 public equity positions.
In Q3 2025, Pin Oak Investment Advisors Inc displayed an active expansion posture, initiating 4 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 498 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRP | Kimbell Royalty Partners LP | Stock-Other | 5.95% | +0.17% | +0.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.14% | -0.54% | |
| 3 | TXO | Txo Partners LP | Stock-Other | 3.84% | +0.09% | +39.18% | |
| 4 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 3.64% | +0.08% | +6.95% | |
| 5 | ET | Energy Transfer LP | Stock-Energy | 3.13% | +0.09% | +6.14% | |
| 6 | EPD | Enterprise Products Partners | Stock-Energy | 3.11% | +0.09% | -6.25% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.94% | +0.12% | -8.34% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.92% | +0.05% | +7.70% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.08% | +4.13% | |
| 10 | NOG | Northern Oil And Gas Inc | Stock-Energy | 2.39% | +0.03% | +19.76% | |
| 11 | MNR | Mach Natural Resources LP | Stock-Other | 2.23% | +0.06% | +8.83% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 2.22% | -2.40% | EXIT | |
| 13 | NG | Novagold Resources Inc | Stock-Other | 2.05% | +0.06% | +752.50% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.99% | +0.03% | +1.64% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | +0.05% | +9.10% | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 1.83% | +0.06% | -1.29% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.60% | +0.05% | -5.65% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | +0.04% | +2.72% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.37% | +0.05% | -0.80% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.27% | +0.02% | +0.11% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.22% | +0.03% | +191.54% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.03% | +27.60% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | +0.04% | -1.85% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.03% | -6.32% | |
| 25 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.09% | +0.04% | +2.29% | |
| 26 | MANH | Manhattan Associates Inc | Stock-Tech | 1.03% | +0.02% | +50.28% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | +0.03% | -7.13% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.95% | +0.02% | +1683.90% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.03% | -2.31% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.83% | +0.03% | -0.97% | |
| 31 | STXF | Strive 500 ETF | ETF-Other | 0.80% | +0.01% | +15.01% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.75% | +0.02% | +3572.02% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.02% | -9.19% | |
| 34 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.73% | +0.03% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.01% | +7.60% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | +0.01% | +28.55% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.02% | +3.30% | |
| 38 | SHEL | Shell Plc-adr | Stock-Energy | 0.66% | +0.03% | +5.03% | |
| 39 | AR | Antero Resources CORP | Stock-Energy | 0.65% | +0.01% | -14.72% | |
| 40 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.64% | +0.02% | +0.13% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | +0.01% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | +5.21% | |
| 43 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.46% | +0.02% | -14.32% | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.45% | +0.01% | — | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | +0.01% | -3.22% | |
| 46 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.44% | +0.01% | +9.32% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.44% | +0.01% | -8.97% | |
| 48 | HAL | Halliburton Co | Stock-Energy | 0.43% | +0.02% | — | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | +0.01% | -1.83% | |
| 50 | PPT | Putnam Premier Income Trust | Stock-Other | 0.42% | +0.01% | +55.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | +2.1% | +1282.99% | Add |
| 2 | NG | Novagold Resources Inc | +2% | +752.50% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +1.6% | +7.70% | Add |
| 4 | GS | Goldman Sachs Group Inc | +0.9% | +191.54% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +1683.90% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.9% | +4.13% | Add |
| 7 | BX | Blackstone Inc | +0.7% | +3572.02% | Add |
| 8 | NVDA | Nvidia CORP | +0.6% | +27.60% | Add |
| 9 | MANH | Manhattan Associates Inc | +0.4% | +50.28% | Add |
| 10 | HHH | Howard Hughes Holdings Inc | +0.4% | +6.95% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -6.32% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +1.64% | Add |
| 13 | AEM | Agnico Eagle Mines LTD | +0.2% | — | Unchanged |
| 14 | IWF | Ishares Russell 1000 Growth | +0.2% | +0.11% | Trim |
| 15 | WFC | Wells Fargo & Co | +0.2% | +28.55% | Add |
| 16 | ORCL | Oracle CORP | +0.2% | +4.03% | Add |
| 17 | STXF | Strive 500 ETF | +0.2% | +15.01% | Add |
| 18 | KMI | Kinder Morgan, Inc. | +0.2% | +178.84% | Add |
| 19 | GLD | Spdr Gold Shares | +0.2% | -5.65% | Trim |
| 20 | PPT | Putnam Premier Income Trust | +0.1% | +55.22% | Add |
| 21 | GT | Goodyear Tire & Rubber Co | +0.1% | +93.69% | Add |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +171.95% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.30% | Add |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | +102.21% | Add |
| 25 | WMT | Walmart Inc | +0.1% | -1.85% | Trim |
| 26 | HD | Home Depot Inc | -0.2% | — | Trim |
| 27 | DVN | Devon Energy CORP | -0.2% | -43.97% | Trim |
| 28 | CVX | Chevron CORP | -0.2% | -0.80% | Trim |
| 29 | MOS | Mosaic Co/the | -0.3% | — | Trim |
| 30 | PAGP | Plains Gp Holdings Lp-cl A | -0.3% | +2.29% | Trim |
| 31 | VZ | Verizon Communications Inc | -0.3% | -77.27% | Trim |
| 32 | AR | Antero Resources CORP | -0.3% | -14.72% | Trim |
| 33 | MNR | Mach Natural Resources LP | -0.3% | +8.83% | Add |
| 34 | UNH | Unitedhealth Group Inc | -0.3% | -26.32% | Trim |
| 35 | EOG | Eog Resources Inc | -0.4% | -1.29% | Trim |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.6% | -94.25% | Unchanged |
| 37 | RCL | Royal Caribbean Cruises Ltd. | -0.6% | — | Trim |
| 38 | KRP | Kimbell Royalty Partners LP | -0.6% | +0.85% | Add |
| 39 | XOM | Exxon Mobil CORP | -0.7% | -8.34% | Add |
| 40 | EPD | Enterprise Products Partners | -0.8% | -6.25% | Trim |
| 41 | MSFT | Microsoft CORP | -1.3% | +2.72% | Trim |
| 42 | MCD | Mcdonald's CORP | -1.9% | — | Trim |
| 43 | CRM | Salesforce Inc | -2.5% | +20.96% | Trim |
| 44 | AAPL | Apple Inc | -2.7% | -0.54% | Trim |
| 45 | XYLD | Global X S&p 500 Cove Call E | — | EXIT | Sold out |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 47 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 48 | GBIL | Goldman Sachs Access Treasur | — | NEW | New buy |
| 49 | LIFWUSD | Msp Recovery Inc | — | EXIT | Sold out |
| 50 | FTF | Franklin LTD Dur Inc Tr | — | 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 498 disclosed positions in Q3 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 22.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRK-A
市值: $754.2K
Top Position Liquidated / Trimmed
XYLD
前期市值: $964.0K
During Q3 2025, Pin Oak Investment Advisors Inc's top holdings by market value included KRP (6.0%)、AAPL (5.2%)、TXO (3.8%). The largest single position, KRP, represented 6.0% of total portfolio value.
In Q3 2025, Pin Oak Investment Advisors Inc made 48 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 19 holdings, and fully liquidating 2 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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