13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001094584
Total reported value
$137.6M
$137.6M
501 檔
22.5%
During the Q4 2025 filing period, Pin Oak Investment Advisors Inc (CIK: 0001094584) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $137.6M across 501 reported positions.
In Q4 2025, Pin Oak Investment Advisors Inc adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including KRP, AAPL, XOM) accounted for 22.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
HOOD
市值: $691.0K
Top Position Liquidated / Trimmed
LLYVK*
前期市值: $493.9K
Showing top 200 holdings (of 501 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRP | Kimbell Royalty Partners LP | Stock-Other | 5.61% | +0.17% | -6.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.39% | +0.14% | -3.54% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.78% | +0.12% | -0.91% | |
| 4 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 3.52% | +0.08% | -1.28% | |
| 5 | EPD | Enterprise Products Partners | Stock-Energy | 3.44% | +0.09% | -0.75% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.30% | +0.08% | -1.75% | |
| 7 | ET | Energy Transfer LP | Stock-Energy | 3.06% | +0.09% | -6.58% | |
| 8 | TXO | Txo Partners LP | Stock-Other | 3.00% | +0.09% | -7.15% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 2.52% | -2.40% | EXIT | |
| 10 | MNR | Mach Natural Resources LP | Stock-Other | 2.09% | +0.06% | +2.03% | |
| 11 | NG | Novagold Resources Inc | Stock-Other | 2.00% | +0.06% | -4.77% | |
| 12 | NOG | Northern Oil And Gas Inc | Stock-Energy | 1.97% | +0.03% | -17.09% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | +0.05% | +0.73% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.80% | +0.05% | -10.51% | |
| 15 | EOG | Eog Resources Inc | Stock-Energy | 1.76% | +0.06% | -3.76% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.64% | +0.05% | -23.37% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | +0.03% | -19.19% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.53% | +0.05% | -2.76% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.03% | -2.96% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.50% | +0.04% | +0.13% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.34% | +0.03% | -3.98% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | +0.04% | +5.45% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | +0.03% | -3.36% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.18% | +0.02% | +1.57% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.17% | +0.02% | -4.05% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.03% | -3.62% | |
| 27 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.04% | +0.04% | -16.29% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.99% | +0.03% | — | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.03% | +1.78% | |
| 30 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.83% | +0.03% | -0.61% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.75% | +0.01% | -0.33% | |
| 32 | MANH | Manhattan Associates Inc | Stock-Tech | 0.71% | +0.02% | -1.63% | |
| 33 | STXF | Strive 500 ETF | ETF-Other | 0.70% | +0.01% | -13.59% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.02% | +1.10% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.01% | +0.79% | |
| 36 | SHEL | Shell Plc-adr | Stock-Energy | 0.68% | +0.03% | -0.23% | |
| 37 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.62% | +0.02% | +0.72% | |
| 38 | HAL | Halliburton Co | Stock-Energy | 0.61% | +0.02% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.02% | -8.55% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | +0.01% | — | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.56% | +0.02% | — | |
| 42 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.55% | +0.01% | +1.44% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | +0.01% | — | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.49% | +0.02% | -1.11% | |
| 45 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.48% | +0.01% | — | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | +0.01% | +2.24% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | +0.01% | -1.45% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.02% | -4.58% | |
| 50 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.44% | +0.01% | +3.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.8% | -0.91% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.75% | Trim |
| 3 | EPD | Enterprise Products Partners | +0.3% | -0.75% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -2.96% | Trim |
| 5 | WMT | Walmart Inc | +0.3% | +0.13% | Add |
| 6 | HON | Honeywell International Inc | +0.3% | +1.69% | Add |
| 7 | PPLT | Abrdn Physical Platinum Shrs | +0.3% | +160.96% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.57% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | -3.36% | Trim |
| 10 | GLD | Spdr Gold Shares | +0.2% | -10.51% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -3.54% | Trim |
| 12 | HAL | Halliburton Co | +0.2% | — | Unchanged |
| 13 | CVX | Chevron CORP | +0.2% | -2.76% | Trim |
| 14 | TXN | Texas Instruments Inc | +0.2% | — | Unchanged |
| 15 | GT | Goodyear Tire & Rubber Co | +0.2% | +1.44% | Add |
| 16 | INTC | Intel CORP | +0.2% | -1.11% | Trim |
| 17 | AVGO | Broadcom Inc | +0.2% | +106.07% | Add |
| 18 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | -3.98% | Trim |
| 20 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.61% | Trim |
| 21 | BAC | Bank Of America CORP | +0.1% | +1.78% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +0.06% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 24 | TSLA | Tesla Inc | +0.1% | +56.65% | Add |
| 25 | WFC | Wells Fargo & Co | +0.1% | -0.33% | Trim |
| 26 | ABT | Abbott Laboratories | -0.1% | -20.22% | Trim |
| 27 | STXF | Strive 500 ETF | -0.1% | -13.59% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | -0.1% | -4.05% | Trim |
| 29 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -69.38% | Trim |
| 30 | MNR | Mach Natural Resources LP | -0.1% | +2.03% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.2% | -57.47% | Trim |
| 32 | MSTR | Strategy Inc | -0.2% | — | Unchanged |
| 33 | OXY | Occidental Petroleum CORP | -0.2% | -54.09% | Trim |
| 34 | BX | Blackstone Inc | -0.2% | — | Unchanged |
| 35 | ORCL | Oracle CORP | -0.2% | -10.77% | Trim |
| 36 | MSFT | Microsoft CORP | -0.3% | +5.45% | Add |
| 37 | MANH | Manhattan Associates Inc | -0.3% | -1.63% | Trim |
| 38 | KRP | Kimbell Royalty Partners LP | -0.3% | -6.08% | Trim |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -19.19% | Trim |
| 40 | AR | Antero Resources CORP | -0.4% | -56.68% | Trim |
| 41 | NOG | Northern Oil And Gas Inc | -0.4% | -17.09% | Trim |
| 42 | TXO | Txo Partners LP | -0.8% | -7.15% | Trim |
| 43 | PLTR | Palantir Technologies Inc-a | -1.3% | -23.37% | Trim |
| 44 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 45 | LLYVK* | Liberty Media Corp-liberty-c | — | EXIT | Sold out |
| 46 | LLYVK | Liberty Live Holdings-c | — | NEW | New buy |
| 47 | LLYVA* | Liberty Media Corp-liberty-a | — | EXIT | Sold out |
| 48 | SOLS | Solstice Adv Materials Inc | — | NEW | New buy |
| 49 | LLYVA | Liberty Live Holdings-a | — | NEW | New buy |
| 50 | MAGS | Roundhill Magnificent Seven | — | 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 501 disclosed positions in Q4 2025.
During Q4 2025, Pin Oak Investment Advisors Inc's top holdings by market value included KRP (5.6%)、AAPL (5.4%)、XOM (3.8%). The largest single position, KRP, represented 5.6% of total portfolio value.
In Q4 2025, Pin Oak Investment Advisors Inc made 44 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 26 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.