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Pin Oak Investment Advisors Inc Top Holdings and 13F Report (2026)

About Pin Oak Investment Advisors Inc

Investment Activity

  • Pin Oak Investment Advisors Inc has $141.40 thousand in total holdings as of March 31, 2026.
  • Pin Oak Investment Advisors Inc owns shares of 503 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
  • Approximately 3.12% of the portfolio was purchased this quarter.
  • About 2.70% of the portfolio was sold this quarter.
  • This quarter, Pin Oak Investment Advisors Inc has purchased 501 new stocks and bought additional shares in 35 stocks.
  • Pin Oak Investment Advisors Inc sold shares of 93 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Apple
$7,011
ExxonMobil
$5,912

Largest New Holdings this Quarter

832110100 - Smith Intl Inc
$753 Holding
16411R208 - Cheniere Energy Inc
$121 Holding
71654V408 - Petroleo Brasileiro S.A.- Petrobras
$58 Holding
512807306 - Lam Resh Corp
$35 Holding
G6359F137 - Nabors Industries
$30 Holding

Largest Purchases this Quarter

Leidos
9,505 shares (about $1.48K)
Smith Intl Inc
5,266 shares (about $753.00)
Microsoft
823 shares (about $304.64)
Williams Companies
4,000 shares (about $291.56)
Kinder Morgan
7,800 shares (about $261.71)

Largest Sales this Quarter

iShares Russell 1000 Growth ETF
1,395 shares (about $594.76)
SPDR S&P 500 ETF Trust
594 shares (about $387.49)
ExxonMobil
1,315 shares (about $223.08)
Enterprise Products Partners
5,825 shares (about $220.44)
Camden Property Trust
1,767 shares (about $174.75)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPin Oak Investment Advisors Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Kimbell Royalty stock logo
KRP
Kimbell Royalty
$8,361$39 â–¼-0.5%577,8075.9%Energy
Apple Inc. stock logo
AAPL
Apple
$7,011$3 â–¼0.0%27,6265.0%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$5,912$223 â–¼-3.6%34,8494.2%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$5,016$220 â–¼-4.2%132,5453.5%Energy
Energy Transfer LP stock logo
ET
Energy Transfer
$4,565$45 â–¼-1.0%236,5403.2%Energy
TXO Partners LP stock logo
TXO
TXO Partners
$4,536$65 â–²1.5%360,5333.2%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,174$18 â–¼-0.4%14,5163.0%Computer and Technology
Howard Hughes Holdings Inc
$3,853$23 â–¼-0.6%60,9002.7%COM
Honeywell International Inc. stock logo
HON
Honeywell International
$3,399$2 â–¼-0.1%15,0382.4%Multi-Sector Conglomerates
Mach Natural Resource LP
$3,361$20 â–¼-0.6%240,0572.4%COM
Northern Oil and Gas, Inc. stock logo
NOG
Northern Oil and Gas
$3,238$18 â–¼-0.6%109,1082.3%Energy
EOG Resources, Inc. stock logo
EOG
EOG Resources
$3,157$25 â–¼-0.8%21,8352.2%Energy
Novagold Resources Inc. stock logo
NG
Novagold Resources
$2,929$144 â–²5.2%326,1502.1%Basic Materials
Chevron Corporation stock logo
CVX
Chevron
$2,544$50 â–²2.0%12,2951.8%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,494$18 â–¼-0.7%5,2041.8%Finance
Palantir Technologies In Class A
$2,466$44 â–¼-1.8%16,8571.7%CL A
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,451$28 â–²1.2%5,6961.7%Finance
WalMart Inc
$2,014$9 â–¼-0.5%16,1771.4%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$1,910$305 â–²19.0%5,1601.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,892$10 â–¼-0.5%6,5941.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,807$387 â–¼-17.7%2,7701.3%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,7360.0%2,0521.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,726$11 â–¼-0.6%7,0621.2%Medical
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$1,673$26 â–¼-1.5%68,9101.2%Energy
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$1,590$1,478 â–²1,320.1%10,2251.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,543$23 â–²1.5%8,8451.1%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,537$103 â–¼-6.3%4,5331.1%Computer and Technology
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$1,470$253 â–²20.8%7,2401.0%Basic Materials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,223$7 â–¼-0.6%6,3000.9%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,2060.0%24,7290.9%Finance
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$1,177$17 â–¼-1.4%12,6590.8%Energy
Halliburton Company stock logo
HAL
Halliburton
$9630.0%24,7050.7%Energy
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$961$595 â–¼-38.2%2,2540.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$926$50 â–¼-5.1%4,4440.7%Retail/Wholesale
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$916$8 â–¼-0.8%6,8780.6%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$899$1 â–¼-0.1%11,2970.6%Finance
Western Asset High Income Opportunity Fund Inc. stock logo
HIO
Western Asset High Income Opportunity Fund
$846$5 â–¼-0.5%233,0580.6%Financial Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$831$66 â–¼-7.4%2,8260.6%Finance
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$803$139 â–¼-14.7%19,1350.6%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$8020.0%2,5210.6%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$754$45 â–²6.3%6,5570.5%Finance
Smith Intl Inc
$753$753 â–²New Holding5,2660.5%COM
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$726$262 â–²56.4%21,6380.5%Energy
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7180.0%10.5%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$710$99 â–¼-12.2%1,2310.5%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$681$9 â–¼-1.3%24,2360.5%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$6630.0%5,0210.5%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$6120.0%2,8150.4%Medical
Intel Corporation stock logo
INTC
Intel
$6120.0%13,8760.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5900.0%7,6070.4%Computer and Technology
Plains All American P LP
$590$22 â–¼-3.6%26,4310.4%COM
Eaton Vance Limited Dura
$588$11 â–¼-1.8%62,1730.4%COM
Putnam Premier Income Trust stock logo
PPT
Putnam Premier Income Trust
$577$5 â–¼-0.8%162,5200.4%Finance
Siriusxm HLDGS Inc
$571$6 â–¼-1.1%24,7590.4%COM
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$564$14 â–¼-2.4%8,1420.4%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$554$8 â–¼-1.4%2,3440.4%Retail/Wholesale
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$5350.0%3,0010.4%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$5070.0%7,4450.4%ETF
BlackRock Credit Allocation Income Trust stock logo
BTZ
BlackRock Credit Allocation Income Trust
$502$5 â–¼-0.9%49,6800.4%Financial Services
Antero Resources Corporation stock logo
AR
Antero Resources
$4950.0%11,6750.4%Energy
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$494$4 â–¼-0.8%74,4550.3%Auto/Tires/Trucks
RTX Corporation stock logo
RTX
RTX
$4820.0%2,4970.3%Aerospace
DoubleLine Income Solutions Fund stock logo
DSL
DoubleLine Income Solutions Fund
$4790.0%44,2400.3%Financial Services
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$4490.0%1,8370.3%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$435$57 â–²15.1%1,4060.3%Computer and Technology
Abrdn Income Credit Strategies Fund stock logo
ACP
Abrdn Income Credit Strategies Fund
$4340.0%85,0490.3%Financial Services
GE Vernova Inc
$4220.0%4830.3%COM
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$407$102 â–¼-20.1%1,3950.3%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$396$37 â–¼-8.6%3,2660.3%Medical
Valero Energy Corporation stock logo
VLO
Valero Energy
$3910.0%1,5840.3%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$386$29 â–²8.0%6750.3%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3630.0%6010.3%Aerospace
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$349$7 â–¼-1.9%5,4540.2%ETF
The Boeing Company stock logo
BA
Boeing
$3450.0%1,7350.2%Aerospace
GE Aerospace stock logo
GE
GE Aerospace
$3430.0%1,2080.2%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$343$6 â–²1.9%9240.2%Auto/Tires/Trucks
Liberty Live HLDGS Inc
$334$53 â–¼-13.7%3,5500.2%COM
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$3320.0%7460.2%Finance
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$324$292 â–²898.9%4,4450.2%Energy
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3210.0%3,6360.2%Finance
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$3050.0%4,6680.2%Energy
BlackRock Inc New
$3030.0%3150.2%COM
AT&T Inc. stock logo
T
AT&T
$2910.0%10,0260.2%Computer and Technology
General Dynamics Corporation stock logo
GD
General Dynamics
$2850.0%8300.2%Aerospace
MFS Intermediate High Income Fund stock logo
CIF
MFS Intermediate High Income Fund
$2780.0%171,4000.2%Finance
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$2760.0%2,7500.2%ETF
America Movil, S.A.B. de C.V. Unsponsored ADR stock logo
AMX
America Movil
$2760.0%10,8500.2%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$275$0 â–²0.1%1,8660.2%Computer and Technology
Solstice Advanced Matls
$275$1 â–¼-0.2%3,6100.2%COM
BP p.l.c. stock logo
BP
BP
$2700.0%5,7360.2%Energy
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$256$13 â–¼-5.0%17,9180.2%Financial Services
Liberty Live HLDGS Inc
$254$4 â–¼-1.5%2,7680.2%COM
Deere & Company stock logo
DE
Deere & Company
$2540.0%4500.2%Industrials
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$249$13 â–¼-5.1%1,8720.2%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$2400.0%3520.2%Aerospace
Caterpillar Inc. stock logo
CAT
Caterpillar
$2350.0%3320.2%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$2270.0%2,9610.2%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$2220.0%2,3020.2%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2180.0%1,4020.2%Consumer Staples
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2170.0%8,4570.2%ETF

Showing largest 100 holdings. View all holdings.
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