Pin Oak Investment Advisors Inc Top Holdings and 13F Report (2025) About Pin Oak Investment Advisors IncInvestment ActivityPin Oak Investment Advisors Inc has $118.17 thousand in total holdings as of June 30, 2025.Pin Oak Investment Advisors Inc owns shares of 508 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 6.11% of the portfolio was purchased this quarter.About 14.62% of the portfolio was sold this quarter.This quarter, Pin Oak Investment Advisors Inc has purchased 455 new stocks and bought additional shares in 56 stocks.Pin Oak Investment Advisors Inc sold shares of 89 stocks and completely divested from 99 stocks this quarter.Largest Holdings Kimbell Royalty $8,580Apple $6,398TXO Partners $5,268Enterprise Products Partners $5,076Exxon Mobil $4,735 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798 Holding381430529 - Goldman Sachs Access Treasury 0-1 Year ETF $275 Holding808524698 - Schwab 5-10 Year Corporate Bond ETF $88 Holding92206C771 - Vanguard Mortgage-Backed Securities ETF $76 Holding808524771 - Schwab Fundamental U.S. Large Company ETF $68 Holding Largest Purchases this Quarter Texas Instruments 6,020 shares (about $1.08K)Berkshire Hathaway 1 shares (about $798.00)Manhattan Associates 4,517 shares (about $780.75)iShares Core S&P Mid-Cap ETF 13,250 shares (about $772.81)Exxon Mobil 3,375 shares (about $401.34) Largest Sales this Quarter Apple 19,068 shares (about $4.24K)Salesforce 12,040 shares (about $3.17K)McDonald's 8,147 shares (about $2.51K)Microsoft 5,915 shares (about $2.22K)Royal Caribbean Cruises 3,706 shares (about $741.20) Sector Allocation Over TimeMap of 500 Largest Holdings ofPin Oak Investment Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKRPKimbell Royalty$8,580$66 ▲0.8%612,9157.3%EnergyAAPLApple$6,398$4,235 ▼-39.8%28,8065.4%Computer and TechnologyTXOTXO Partners$5,268$168 ▼-3.1%274,9784.5%EnergyEPDEnterprise Products Partners$5,076$50 ▲1.0%148,6984.3%EnergyXOMExxon Mobil$4,735$401 ▲9.3%39,8184.0%EnergyETEnergy Transfer$4,478$36 ▼-0.8%240,8943.8%EnergyHoward Hughes Holdings Inc$4,298$392 ▲10.0%58,0273.6%COMMach Natural Resource LP$3,382$97 ▲3.0%217,4992.9%LTD PARTNNOGNorthern Oil and Gas$3,340$44 ▼-1.3%110,4912.8%EnergyEOGEOG Resources$2,971$2 ▼-0.1%23,1692.5%EnergyBRK.BBerkshire Hathaway$2,539$84 ▼-3.2%4,7692.1%FinanceSPYSPDR S&P 500 ETF Trust$2,291$34 ▼-1.4%4,0961.9%FinanceGOOGLAlphabet$2,203$19 ▼-0.8%14,2511.9%Computer and TechnologyCVXChevron$2,090$40 ▼-1.9%12,4971.8%EnergyGLDSPDR Gold Shares$1,921$94 ▲5.2%6,6691.6%FinancePalantir Technologies In Class A$1,754$113 ▲6.9%20,7901.5%CL APAGPPlains GP$1,745$44 ▼-2.4%81,7401.5%EnergyMSFTMicrosoft$1,503$2,220 ▼-59.6%4,0041.3%Computer and TechnologyWMTWalmart$1,451$9 ▼-0.6%16,5371.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,371$132 ▼-8.8%3,7991.2%ETFJNJJohnson & Johnson$1,313$46 ▲3.7%7,9191.1%MedicalARAntero Resources$1,278$22 ▼-1.7%31,6031.1%EnergyTXNTexas Instruments$1,149$1,081 ▲1,596.8%6,3971.0%Computer and TechnologyGOOGAlphabet$1,139$4 ▲0.4%7,2931.0%Computer and TechnologyBACBank of America$1,037$64 ▼-5.8%24,8710.9%FinanceAMZNAmazon.com$970$40 ▲4.3%5,1030.8%Retail/WholesaleXYLDGlobal X S&P 500 Covered Call ETF$9690.0%24,5500.8%ETFHIOWestern Asset High Income Opportunity Fund$9240.0%232,3280.8%Financial ServicesSHELShell$8980.0%12,2580.8%EnergyIJHiShares Core S&P Mid-Cap ETF$820$773 ▲1,637.8%14,0590.7%ETFSTRVStrive 500 ETF$814$99 ▲13.8%22,5810.7%ETFMANHManhattan Associates$811$781 ▲2,581.1%4,6920.7%Computer and TechnologyBRK.ABerkshire Hathaway$798$798 ▲New Holding10.7%FinanceNVDANVIDIA$768$174 ▼-18.5%7,0870.6%Computer and TechnologySiriusxm HLDGS Inc$736$33 ▼-4.3%32,6520.6%COMQQQInvesco QQQ$696$80 ▲13.0%1,4840.6%FinanceJPMJPMorgan Chase & Co.$690$62 ▼-8.2%2,8140.6%FinancePFEPfizer$668$23 ▼-3.3%26,3720.6%MedicalAEMAgnico Eagle Mines$6530.0%6,0320.6%Basic MaterialsWFCWells Fargo & Company$6330.0%8,8290.5%FinanceHALHalliburton$6260.0%24,7050.5%EnergyABBVAbbVie$587$26 ▼-4.3%2,8040.5%MedicalLOWLowe's Companies$573$12 ▲2.1%2,4570.5%Retail/WholesaleEaton Vance Limited Dura$556$6 ▼-1.1%55,8070.5%COMOXYOccidental Petroleum$536$5 ▲1.0%10,8650.5%EnergyCOPConocoPhillips$533$13 ▼-2.4%5,0840.5%EnergyACPAbrdn Income Credit Strategies Fund$533$7 ▼-1.2%90,6320.5%Financial ServicesBTZBlackRock Credit Allocation Income Trust$532$5 ▼-1.0%49,6800.5%Financial ServicesDSLDoubleLine Income Solutions Fund$5300.0%42,0650.4%Financial ServicesCPTCamden Property Trust$528$8 ▼-1.5%4,3230.4%FinanceADIAnalog Devices$5250.0%2,6050.4%Computer and TechnologyCSCOCisco Systems$494$44 ▼-8.1%8,0150.4%Computer and TechnologyMRKMerck & Co., Inc.$464$135 ▲41.1%5,1710.4%MedicalLiberty Live Group$432$30 ▼-6.4%6,3460.4%COMABTAbbott Laboratories$4180.0%3,1580.4%MedicalDVNDevon Energy$410$119 ▼-22.4%10,9680.3%EnergyVZVerizon Communications$408$259 ▲174.1%9,0040.3%Computer and TechnologyGSThe Goldman Sachs Group$400$44 ▼-9.8%7330.3%FinanceAMPAmeriprise Financial$3810.0%7880.3%FinancePPTPutnam Premier Income Trust$3720.0%103,3200.3%FinanceGTGoodyear Tire & Rubber$352$1 ▲0.4%38,2000.3%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$346$128 ▼-26.9%6160.3%ETFINTCIntel$341$10 ▼-2.9%15,0190.3%Computer and TechnologyMETAMeta Platforms$338$2 ▲0.7%5870.3%Computer and TechnologyRTXRTX$337$30 ▼-8.1%2,5470.3%AerospaceVEAVanguard FTSE Developed Markets ETF$313$1 ▲0.3%6,1700.3%ETFBABoeing$306$54 ▼-15.1%1,8000.3%AerospaceTAT&T$299$25 ▼-7.8%10,5990.3%Computer and TechnologyBlackRock Inc New$2980.0%3150.3%COMPAAPlains All American Pipeline$286$60 ▲26.5%14,3000.2%EnergyORCLOracle$280$24 ▲9.2%2,0090.2%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$275$275 ▲New Holding2,7500.2%ETFIAUiShares Gold Trust$2730.0%4,6360.2%FinanceMPCMarathon Petroleum$2670.0%1,8370.2%EnergyTRVTravelers Companies$263$90 ▼-25.5%9970.2%FinanceVVisa$258$33 ▼-11.3%7370.2%Business ServicesKYNKayne Anderson Energy Infrastructure Fund$258$23 ▼-8.1%20,1750.2%Financial ServicesHDHome Depot$242$269 ▼-52.7%6610.2%Retail/WholesaleGEGE Aerospace$237$25 ▼-9.6%1,1850.2%AerospaceVIGVanguard Dividend Appreciation ETF$2330.0%1,2050.2%ETFMSTRMicroStrategy$228$64 ▲39.3%7910.2%Computer and TechnologyDISWalt Disney$227$10 ▲4.5%2,3100.2%Consumer DiscretionaryHONHoneywell International$226$15 ▲6.9%1,0700.2%Multi-Sector ConglomeratesGDGeneral Dynamics$2260.0%8300.2%AerospaceVTIVanguard Total Stock Market ETF$2190.0%7990.2%ETFKOCocaCola$217$98 ▼-31.1%3,0320.2%Consumer StaplesDEDeere & Company$2110.0%4500.2%IndustrialsBPBP$211$13 ▼-6.0%6,2670.2%EnergyVLOValero Energy$209$0 ▼-0.1%1,5830.2%EnergySix Flags Entmt Corp$208$1 ▲0.7%5,8500.2%COMXLKTechnology Select Sector SPDR Fund$2030.0%9860.2%ETFMSP Recovery Inc Class A$194$157 ▲426.0%153,5030.2%CL AMAMastercard$1920.0%3510.2%Business ServicesLiberty Media Corp$1900.0%2,8260.2%COMIWDiShares Russell 1000 Value ETF$188$46 ▼-19.6%1,0030.2%ETFBNBrookfield$1860.0%3,5490.2%FinancePMPhilip Morris International$1860.0%1,1750.2%Consumer StaplesSCHXSchwab US Large-Cap ETF$186$54 ▲41.0%8,4570.2%ETFPGProcter & Gamble$182$38 ▼-17.4%1,0710.2%Consumer StaplesNOCNorthrop Grumman$1800.0%3520.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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