Pin Oak Investment Advisors Inc Top Holdings and 13F Report (2024) → A Silent Invasion of America (From The Freeport Society) (Ad) About Pin Oak Investment Advisors IncInvestment ActivityPin Oak Investment Advisors Inc has $104.06 thousand in total holdings as of March 31, 2024.Pin Oak Investment Advisors Inc owns shares of 454 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 2.76% of the portfolio was sold this quarter.This quarter, Pin Oak Investment Advisors Inc has purchased 463 new stocks and bought additional shares in 40 stocks.Pin Oak Investment Advisors Inc sold shares of 67 stocks and completely divested from 33 stocks this quarter.Largest Holdings Kimbell Royalty Partners $9,736Apple $5,186Northern Oil and Gas $4,978Enterprise Products Partners $4,282TXO Partners $4,228 Largest New Holdings this Quarter Strive 500 ETF $284 HoldingAmérica Móvil $202 HoldingMFS Intermediate High Income Fund $92 HoldingCogent Communications $39 HoldingEQT $27 Holding Largest Purchases this Quarter Walmart 11,671 shares (about $702.08)Invesco QQQ 1,103 shares (about $489.94)Ameriprise Financial 676 shares (about $295.96)Strive 500 ETF 8,450 shares (about $284.00)América Móvil 10,850 shares (about $202.00) Largest Sales this Quarter Caterpillar 309 shares (about $113.21)ONEOK 1,263 shares (about $101.27)Kimbell Royalty Partners 6,075 shares (about $94.28)Fluor 1,585 shares (about $66.80)TXO Partners 3,465 shares (about $62.19) 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 Partners$9,736$94 ▼-1.0%627,3359.4%Oils/EnergyAAPLApple$5,186$2 ▼0.0%30,2455.0%Computer and TechnologyNOGNorthern Oil and Gas$4,978$47 ▼-0.9%125,4584.8%Oils/EnergyEPDEnterprise Products Partners$4,282$60 ▼-1.4%146,7294.1%Oils/EnergyTXOTXO Partners$4,228$62 ▼-1.4%235,5704.1%Oils/EnergyETEnergy Transfer$3,987$59 ▼-1.4%253,4913.8%Oils/EnergyXOMExxon Mobil$3,078$7 ▲0.2%26,4763.0%Oils/EnergyEOGEOG Resources$3,024$4 ▼-0.1%23,6552.9%Oils/EnergyHoward Hughes Holdings Inc$2,471$4 ▼-0.2%34,0232.4%COMSPYSPDR S&P 500 ETF Trust$2,320$132 ▲6.0%4,4362.2%FinanceGOOGLAlphabet$2,130$17 ▼-0.8%14,1122.0%Computer and TechnologyCVXChevron$2,073$20 ▼-0.9%13,1422.0%Oils/EnergyMSFTMicrosoft$1,912$11 ▲0.6%4,5441.8%Computer and TechnologyOKEONEOK$1,899$101 ▼-5.1%23,6841.8%Oils/EnergyBRK.BBerkshire Hathaway$1,815$29 ▲1.6%4,3171.7%FinanceIBKRInteractive Brokers Group$1,5740.0%14,0901.5%FinanceIWFiShares Russell 1000 Growth ETF$1,400$32 ▲2.3%4,1541.3%ETFPAGPPlains GP$1,385$32 ▼-2.3%75,8851.3%Oils/EnergyGLDSPDR Gold Shares$1,1650.0%5,6641.1%FinanceWMTWalmart$1,073$702 ▲189.3%17,8371.0%Retail/WholesaleGOOGAlphabet$1,049$44 ▼-4.0%6,8891.0%Computer and TechnologyARAntero Resources$1,001$4 ▼-0.4%34,5131.0%Oils/EnergyLSXMKThe Liberty SiriusXM Group$992$9 ▼-0.9%33,4021.0%Consumer DiscretionaryJNJJohnson & Johnson$975$13 ▼-1.3%6,1630.9%MedicalHALHalliburton$9740.0%24,7050.9%Oils/EnergyAMZNAmazon.com$889$12 ▼-1.3%4,9260.9%Retail/WholesaleHIOWestern Asset High Income Opportunity Fund$869$10 ▲1.2%222,9040.8%Financial ServicesDVNDevon Energy$845$3 ▲0.3%16,8300.8%Oils/EnergySHELShell$816$2 ▼-0.2%12,1660.8%Oils/EnergyPFEPfizer$805$15 ▼-1.8%29,0040.8%MedicalNVDANVIDIA$797$35 ▲4.6%8820.8%Computer and TechnologyFSDFirst Trust High Income Long/Short Fund$752$34 ▲4.8%62,9980.7%Financial ServicesBACBank of America$699$15 ▼-2.1%18,4460.7%FinanceEaton Vance Limited Dura$651$42 ▲6.9%66,7630.6%COMLOWLowe's Companies$631$26 ▲4.3%2,4780.6%Retail/WholesaleJPMJPMorgan Chase & Co.$611$16 ▼-2.6%3,0500.6%FinanceQQQInvesco QQQ$577$490 ▲562.8%1,2990.6%FinanceABBVAbbVie$573$9 ▼-1.6%3,1490.6%MedicalINTCIntel$5700.0%12,9120.5%Computer and TechnologyCOPConocoPhillips$5450.0%4,2840.5%Oils/EnergyDSLDoubleLine Income Solutions Fund$5410.0%42,5650.5%Financial ServicesADIAnalog Devices$5150.0%2,6050.5%Computer and TechnologyGTGoodyear Tire & Rubber$506$1 ▲0.2%36,8300.5%Auto/Tires/TrucksBTZBlackRock Credit Allocation Income Trust$502$42 ▲9.2%46,9380.5%Financial ServicesMRKMerck & Co., Inc.$501$11 ▼-2.1%3,8000.5%MedicalWFCWells Fargo & Company$4830.0%8,3290.5%FinanceIVViShares Core S&P 500 ETF$443$5 ▲1.2%8430.4%ETFOXYOccidental Petroleum$4320.0%6,6500.4%Oils/EnergyCSCOCisco Systems$406$5 ▲1.2%8,1320.4%Computer and TechnologyLSXMAThe Liberty SiriusXM Group$394$1 ▼-0.4%13,2550.4%Consumer DiscretionaryMPCMarathon Petroleum$3700.0%1,8370.4%Oils/EnergyBABoeing$3670.0%1,9000.4%AerospaceABTAbbott Laboratories$366$19 ▲5.4%3,2200.4%MedicalLiberty Media Corp$365$3 ▼-0.9%8,3300.4%COMGSThe Goldman Sachs Group$3540.0%8480.3%FinanceAEMAgnico Eagle Mines$3520.0%5,9080.3%Basic MaterialsAMPAmeriprise Financial$345$296 ▲603.6%7880.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$337$1 ▲0.4%1,9880.3%ETFTDOCTeladoc Health$3310.0%21,9280.3%MedicalVEAVanguard FTSE Developed Markets ETF$329$40 ▼-10.9%6,5600.3%ETFSTRVStrive 500 ETF$284$284 ▲New Holding8,4500.3%ETFRTXRTX$277$2 ▼-0.7%2,8400.3%AerospaceVLOValero Energy$2700.0%1,5840.3%Oils/EnergyHDHome Depot$2690.0%7020.3%Retail/WholesaleBLKBlackRock$2630.0%3150.3%FinanceBPBP$256$9 ▼-3.5%6,8070.2%Oils/EnergyFUNCedar Fair$256$24 ▼-8.7%6,1150.2%Consumer DiscretionaryKYNKayne Anderson Energy Infrastructure Fund$255$17 ▼-6.3%25,4420.2%Financial ServicesMETAMeta Platforms$254$2 ▼-0.9%5230.2%Computer and TechnologyNSCNorfolk Southern$2500.0%9820.2%TransportationSYKStryker$2470.0%6900.2%MedicalDISWalt Disney$246$2 ▼-0.7%2,0100.2%Consumer DiscretionaryKOCoca-Cola$244$12 ▼-4.6%3,9870.2%Consumer StaplesTAT&T$243$4 ▼-1.8%13,8190.2%Computer and TechnologyUNPUnion Pacific$2400.0%9750.2%TransportationGEGeneral Electric$2390.0%1,3610.2%TransportationIWDiShares Russell 1000 Value ETF$2370.0%1,3240.2%ETFTRVTravelers Companies$2290.0%9970.2%FinanceGDGeneral Dynamics$2270.0%8040.2%AerospaceNKENIKE$221$17 ▲8.1%2,3490.2%Consumer DiscretionaryPGProcter & Gamble$2210.0%1,3630.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$220$26 ▼-10.4%1,2050.2%ETFVVisa$220$19 ▲9.6%7880.2%Business ServicesLIFWWMSP Recovery$2150.0%59,862,0790.2%MedicalPEPPepsiCo$2140.0%1,2200.2%Consumer StaplesVTIVanguard Total Stock Market ETF$2120.0%8170.2%ETFXLKTechnology Select Sector SPDR Fund$2050.0%9860.2%ETFAMXAmérica Móvil$202$202 ▲New Holding10,8500.2%Computer and TechnologyDEDeere & Company$1990.0%4850.2%Industrial ProductsHONHoneywell International$1990.0%9680.2%Multi-Sector ConglomeratesSHWSherwin-Williams$1960.0%5640.2%ConstructionIAUiShares Gold Trust$1950.0%4,6360.2%FinanceIWBiShares Russell 1000 ETF$194$22 ▲12.7%6730.2%ETFUNHUnitedHealth Group$1910.0%3860.2%MedicalPLTRPalantir Technologies$1900.0%8,2360.2%Business ServicesXHBSPDR S&P Homebuilders ETF$1840.0%1,6500.2%ETFMAMastercard$182$15 ▼-7.8%3780.2%Business ServicesBIIBBiogen$1770.0%8200.2%MedicalCCICrown Castle$1680.0%1,5910.2%FinanceTXNTexas Instruments$1620.0%9280.2%Computer and TechnologyShowing 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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