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CIK: 0001094584
Total reported value
$137.6M
$137.6M
503 檔
22.4%
At the close of Q1 2026, Pin Oak Investment Advisors Inc disclosed equity holdings valued at approximately $137.6M, spread across 503 reported holdings.
In Q1 2026, Pin Oak Investment Advisors Inc adopted a defensive or profit-taking posture, trimming 79 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 503 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRP | Kimbell Royalty Partners LP | Stock-Other | 5.91% | +0.17% | -0.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.96% | +0.14% | -0.04% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.18% | +0.12% | -3.64% | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 3.55% | +0.09% | -4.21% | |
| 5 | ET | Energy Transfer LP | Stock-Energy | 3.23% | +0.09% | -0.97% | |
| 6 | TXO | Txo Partners LP | Stock-Other | 3.21% | +0.09% | +1.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.95% | +0.08% | -0.44% | |
| 8 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 2.72% | +0.08% | -0.60% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 2.40% | -2.40% | EXIT | |
| 10 | MNR | Mach Natural Resources LP | Stock-Other | 2.38% | +0.06% | -0.60% | |
| 11 | NOG | Northern Oil And Gas Inc | Stock-Energy | 2.29% | +0.03% | -0.55% | |
| 12 | EOG | Eog Resources Inc | Stock-Energy | 2.23% | +0.06% | -0.80% | |
| 13 | NG | Novagold Resources Inc | Stock-Other | 2.07% | +0.06% | +5.18% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.80% | +0.05% | +1.99% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.76% | +0.05% | -0.71% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.74% | +0.05% | -1.75% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.73% | +0.05% | +1.15% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | +0.04% | -0.46% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | +0.04% | +18.98% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.03% | -0.54% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | +0.03% | -17.66% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.23% | +0.03% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | +0.03% | -0.63% | |
| 24 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.18% | +0.04% | -1.54% | |
| 25 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.12% | +0.04% | +1320.14% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.03% | +1.48% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.09% | +0.02% | -6.30% | |
| 28 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.04% | +0.03% | +20.77% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.86% | +0.03% | -0.55% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | +0.03% | — | |
| 31 | SHEL | Shell Plc-adr | Stock-Energy | 0.83% | +0.03% | -1.44% | |
| 32 | HAL | Halliburton Co | Stock-Energy | 0.68% | +0.02% | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.02% | -38.23% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.02% | -5.14% | |
| 35 | MANH | Manhattan Associates Inc | Stock-Tech | 0.65% | +0.02% | -0.84% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | +0.01% | -0.13% | |
| 37 | HIO | Western Asset Hi Inc Opport | Stock-Other | 0.60% | +0.02% | -0.53% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | -7.41% | |
| 39 | STXF | Strive 500 ETF | ETF-Other | 0.57% | +0.01% | -14.73% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | +0.01% | — | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.53% | +0.02% | +6.29% | |
| 42 | ✓ | Smith Intl Inc | Stock-Other | 0.53% | -0.53% | EXIT | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.51% | +0.02% | +56.37% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.51% | +0.01% | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.02% | -12.20% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | +0.01% | -1.25% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.47% | +0.01% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.02% | — | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.43% | +0.02% | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LDOS | Leidos Holdings Inc | +1% | +1320.14% | Add |
| 2 | EOG | Eog Resources Inc | +0.5% | -0.80% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.4% | -3.64% | Trim |
| 4 | NOG | Northern Oil And Gas Inc | +0.3% | -0.55% | Trim |
| 5 | KRP | Kimbell Royalty Partners LP | +0.3% | -0.47% | Trim |
| 6 | MNR | Mach Natural Resources LP | +0.3% | -0.60% | Trim |
| 7 | CVX | Chevron CORP | +0.3% | +1.99% | Add |
| 8 | KMI | Kinder Morgan, Inc. | +0.2% | +56.37% | Add |
| 9 | WMB | Williams Cos Inc | +0.2% | +898.88% | Add |
| 10 | AEM | Agnico Eagle Mines LTD | +0.2% | +20.77% | Add |
| 11 | TXO | Txo Partners LP | +0.2% | +1.46% | Add |
| 12 | ET | Energy Transfer LP | +0.2% | -0.97% | Trim |
| 13 | SHEL | Shell Plc-adr | +0.2% | -1.44% | Trim |
| 14 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | -1.54% | Trim |
| 15 | MSFT | Microsoft CORP | +0.1% | +18.98% | Add |
| 16 | EPD | Enterprise Products Partners | +0.1% | -4.21% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.75% | Trim |
| 18 | COP | Conocophillips | +0.1% | — | Unchanged |
| 19 | HAL | Halliburton Co | +0.1% | — | Unchanged |
| 20 | AR | Antero Resources CORP | +0.1% | — | Unchanged |
| 21 | OXY | Occidental Petroleum CORP | +0.1% | — | Unchanged |
| 22 | NG | Novagold Resources Inc | +0.1% | +5.18% | Add |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 24 | VLO | Valero Energy CORP | +0.1% | — | Unchanged |
| 25 | PAA | Plains All Amer Pipeline LP | 0% | -3.65% | Trim |
| 26 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 27 | AMX | America Movil Sab De Cv | 0% | — | Unchanged |
| 28 | OWL | Blue Owl Capital Inc | 0% | +128.40% | Add |
| 29 | BP | Bp Plc-spons Adr | 0% | — | Unchanged |
| 30 | SOLS | Solstice Adv Materials Inc | 0% | -0.19% | Trim |
| 31 | MSI | Motorola Solutions Inc | 0% | +412.50% | Add |
| 32 | ALM | Almonty Industries Inc | 0% | +161.05% | Add |
| 33 | LLYVA | Liberty Live Holdings-a | 0% | -1.49% | Trim |
| 34 | SIRI | Sirius Xm Holdings Inc | 0% | -1.07% | Trim |
| 35 | AVGO | Broadcom Inc | 0% | +15.06% | Add |
| 36 | DVN | Devon Energy CORP | 0% | — | Unchanged |
| 37 | DWSN | Dawson Geophysical Co | 0% | +559.70% | Add |
| 38 | SHOP | Shopify Inc - Class A | 0% | +20.69% | Add |
| 39 | JNJ | Johnson & Johnson | 0% | -0.63% | Trim |
| 40 | T | At&t Inc | 0% | — | Unchanged |
| 41 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 42 | NOW | Servicenow Inc | 0% | +18.40% | Add |
| 43 | CSGP | Costar Group Inc | 0% | +61.86% | Add |
| 44 | SRE | Sempra | 0% | — | Unchanged |
| 45 | PSX | Phillips 66 | 0% | — | Unchanged |
| 46 | TRGP | Targa Resources CORP | 0% | — | Unchanged |
| 47 | CEG | Constellation Energy | 0% | — | Unchanged |
| 48 | MUSA | Murphy USA Inc | 0% | — | Unchanged |
| 49 | NEE | Nextera Energy Inc | 0% | +57.80% | Add |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
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 503 disclosed positions in Q1 2026.
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, XOM) accounted for 22.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
Smith Intl Inc
市值: $753.0K
Top Position Liquidated / Trimmed
IYM
前期市值: $44.0K
During Q1 2026, Pin Oak Investment Advisors Inc's top holdings by market value included KRP (5.9%)、AAPL (5.0%)、XOM (4.2%). The largest single position, KRP, represented 5.9% of total portfolio value.
In Q1 2026, Pin Oak Investment Advisors Inc made 127 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 79 holdings, and fully liquidating 11 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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