PIN OAK INVESTMENT ADVISORS INC
Sector Allocation
- Energy36.0%$49.6M
- Technology21.1%$29.0M
- Financials12.3%$16.9M
- Other10.2%$14.0M
- Materials4.1%$5.6M
- Healthcare3.6%$5.0M
- Real Estate3.3%$4.5M
- Industrials2.8%$3.8M
- Consumer Staples2.5%$3.5M
- Consumer Discretionary1.8%$2.5M
AUM History
13fpro.ai/research/fund/pin-oak-investment-advisors-inc-1094584
Conviction and streaks
Stable · top 10 = 36.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
KRP
$8.4MAAPL
$7.0MXOM.R34088
$5.9MEPD
$5.0MET
$4.6MTXO
$4.5MGOOGL
$4.2MHHH
$3.9MMNR
$3.4MNOG
$3.2MEOG
$3.2MNG
$2.9MCVX
$2.5MBRK.B
$2.5MPLTR
$2.5MGLD
$2.5MWMT
$2.0MMSFT
$1.9MGOOG
$1.9MSPY
$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pin-oak-investment-advisors-inc-1094584
PIN OAK INVESTMENT ADVISORS INC 13F holdings — Q2 2026
$137.6M portfolio (-2.7% QoQ) · 479 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$8.4M
6.1% of stocks
No changeThis quarter+10.6%Since filed10+ qtrsHeld$7.0M
5.1% of stocks
No changeThis quarter+12.8%Since filed10+ qtrsHeld$5.9M
4.3% of stocks
+0.0%This quarter—Since filed10+ qtrsHeld$5.0M
3.6% of stocks
+0.0%This quarter-2.3%Since filed10+ qtrsHeld$4.6M
3.3% of stocks
No changeThis quarter-0.9%Since filed10+ qtrsHeld$4.5M
3.3% of stocks
No changeThis quarter-0.7%Since filed10+ qtrsHeld$4.2M
3.0% of stocks
+0.0%This quarter-8.4%Since filed10+ qtrsHeld$3.9M
2.8% of stocks
No changeThis quarter+9.3%Since filed10+ qtrsHeld$3.4M
2.4% of stocks
No changeThis quarter-19.6%Since filed6 qtrsHeld$3.2M
2.3% of stocks
No changeThis quarter+17.4%Since filed10+ qtrsHeld
All holdings — PIN OAK INVESTMENT ADVISORS INC (Q2 2026)
479 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | EOG RESOURCES INC | Energy | $3.2M | 2.3% | 22K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | NOVAGOLD RESOURCES INC | Materials | $2.9M | 2.1% | 326K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CHEVRON CORP | Energy | $2.5M | 1.9% | 12K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $2.5M | 1.8% | 5,204 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palantir Technologies Inc. | Technology | $2.5M | 1.8% | 17K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPDR GOLD TRUSTetf/fund | Financials | $2.5M | 1.8% | 5,696 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Walmart Inc. | Consumer Staples | $2.0M | 1.5% | 16K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICROSOFT CORP | Technology | $1.9M | 1.4% | 5,161 | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $1.9M | 1.4% | 6,594 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.8M | 1.3% | 2,770 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GOLDMAN SACHS GROUP INC | Financials | $1.7M | 1.3% | 2,052 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JOHNSON & JOHNSON | Healthcare | $1.7M | 1.3% | 7,063 | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PLAINS GP HOLDINGS LP | Energy | $1.7M | 1.2% | 69K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Leidos Holdings, Inc. | Technology | $1.6M | 1.2% | 10K | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NVIDIA CORP | Technology | $1.5M | 1.1% | 8,846 | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.5M | 1.1% | 4,533 | — | |||
| 27 | $AEM | AGNICO EAGLE MINES LTD | Materials | $1.5M | 1.1% | 7,240 | — | |||
| 28 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.2M | 0.9% | 6,300 | — | |||
| 29 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.2M | 0.9% | 25K | — | |||
| 30 | $SHEL | Shell plc | Energy | $1.2M | 0.9% | 13K | — | |||
| 31 | $HAL | HALLIBURTON CO | Energy | $964K | 0.7% | 25K | — | |||
| 32 | — | iShares Russell 1000 Growth ETF - ETF | — | $962K | 0.7% | 2,254 | — | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $926K | 0.7% | 4,444 | — | |||
| 34 | $MANH | MANHATTAN ASSOCIATES INC | Technology | $916K | 0.7% | 6,878 | — | |||
| 35 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $900K | 0.7% | 11K | — | |||
| 36 | $HIO | WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. | Other | $847K | 0.6% | 233K | — | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $832K | 0.6% | 2,826 | — | |||
| 38 | — | Strive 500 ETF - ETF | — | $804K | 0.6% | 19K | — | |||
| 39 | $ADI | ANALOG DEVICES INC | Technology | $803K | 0.6% | 2,521 | — | |||
| 40 | $BX | Blackstone Inc. | Financials | $754K | 0.6% | 6,557 | — | |||
| 41 | $SII | SPROTT INC. | Financials | $753K | 0.6% | 5,266 | New | |||
| 42 | $KMI | KINDER MORGAN, INC. | Energy | $726K | 0.5% | 22K | +0.0% | |||
| 43 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $719K | 0.5% | 1 | — | |||
| 44 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $711K | 0.5% | 1,231 | — | |||
| 45 | $PFE | PFIZER INC | Healthcare | $681K | 0.5% | 24K | +0.0% | |||
| 46 | $COP | CONOCOPHILLIPS | Energy | $663K | 0.5% | 5,021 | — | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $613K | 0.5% | 2,816 | +0.0% | |||
| 48 | $INTC | INTEL CORP | Technology | $613K | 0.5% | 14K | — | |||
| 49 | $CSCO | CISCO SYSTEMS, INC. | Technology | $591K | 0.4% | 7,607 | — | |||
| 50 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $591K | 0.4% | 26K | — | |||
| 51 | $EVV | Eaton Vance Ltd Duration Income Fund | Other | $588K | 0.4% | 62K | — | |||
| 52 | $PPT | FRANKLIN PREMIER INCOME TRUST | — | $577K | 0.4% | 163K | — | |||
| 53 | $SIRI | SIRIUS XM HOLDINGS INC. | Communication Services | $572K | 0.4% | 25K | — | |||
| 54 | $HOOD | Robinhood Markets, Inc. | Financials | $565K | 0.4% | 8,142 | — | |||
| 55 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $554K | 0.4% | 2,344 | — | |||
| 56 | $PPLT | abrdn Platinum ETF Trust | Financials | $535K | 0.4% | 3,001 | — | |||
| 57 | $SLV | iShares Silver Trust | Financials | $508K | 0.4% | 7,445 | — | |||
| 58 | $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | — | $502K | 0.4% | 50K | — | |||
| 59 | $AR | ANTERO RESOURCES Corp | Energy | $496K | 0.4% | 12K | — | |||
| 60 | $GT | GOODYEAR TIRE & RUBBER CO /OH/ | Materials | $494K | 0.4% | 74K | — | |||
| 61 | $RTX | RTX Corp | Industrials | $482K | 0.3% | 2,497 | — | |||
| 62 | $DSL | DoubleLine Income Solutions Fund | Other | $480K | 0.3% | 44K | — | |||
| 63 | $MPC | Marathon Petroleum Corp | Energy | $449K | 0.3% | 1,837 | — | |||
| 64 | $AVGO | Broadcom Inc. | Technology | $436K | 0.3% | 1,406 | — | |||
| 65 | $ACP | abrdn Income Credit Strategies Fund | — | $434K | 0.3% | 85K | — | |||
| 66 | $GEV | GE Vernova Inc. | Industrials | $422K | 0.3% | 483 | — | |||
| 67 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $407K | 0.3% | 1,395 | — | |||
| 68 | $MRK | Merck & Co., Inc. | Healthcare | $393K | 0.3% | 3,266 | — | |||
| 69 | $VLO | VALERO ENERGY CORP/TX | Energy | $392K | 0.3% | 1,584 | — | |||
| 70 | $META | Meta Platforms, Inc. | Technology | $387K | 0.3% | 675 | — | |||
| 71 | $LMT | LOCKHEED MARTIN CORP | Industrials | $364K | 0.3% | 601 | — | |||
| 72 | — | Vanguard FTSE Developed Markets ETF - ETF | — | $350K | 0.3% | 5,454 | — | |||
| 73 | $BA | BOEING CO | Industrials | $346K | 0.3% | 1,735 | — | |||
| 74 | $TSLA | Tesla, Inc. | Consumer Discretionary | $344K | 0.3% | 924 | — | |||
| 75 | $GE | GENERAL ELECTRIC CO | Industrials | $343K | 0.3% | 1,208 | — | |||
| 76 | $LLYVA | Liberty Live Holdings, Inc. | Communication Services | $335K | 0.2% | 3,550 | — | |||
| 77 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $332K | 0.2% | 746 | — | |||
| 78 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $324K | 0.2% | 4,445 | — | |||
| 79 | $IAU | ISHARES GOLD TRUST | Financials | $321K | 0.2% | 3,636 | — | |||
| 80 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $304K | 0.2% | 4,668 | — | |||
| 81 | $BLK | BlackRock, Inc. | Financials | $303K | 0.2% | 315 | — | |||
| 82 | $T | AT&T INC. | Communication Services | $291K | 0.2% | 10K | — | |||
| 83 | $GD | GENERAL DYNAMICS CORP | Industrials | $285K | 0.2% | 830 | — | |||
| 84 | $AMX | AMERICA MOVIL SAB DE CV/ | Communication Services | $277K | 0.2% | 11K | — | |||
| 85 | $GS | GOLDMAN SACHS GROUP INC | Financials | $276K | 0.2% | 2,750 | — | |||
| 86 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $275K | 0.2% | 3,610 | — | |||
| 87 | $ORCL | ORACLE CORP | Technology | $275K | 0.2% | 1,866 | — | |||
| 88 | $BP | BP PLC | Energy | $270K | 0.2% | 5,737 | +0.0% | |||
| 89 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $256K | 0.2% | 18K | — | |||
| 90 | $DE | DEERE & CO | Industrials | $254K | 0.2% | 450 | — | |||
| 91 | $LLYVA | Liberty Live Holdings, Inc. | Communication Services | $254K | 0.2% | 2,768 | — | |||
| 92 | — | Technology Select Sector SPDR ETF - ETF | — | $249K | 0.2% | 1,872 | — | |||
| 93 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $241K | 0.2% | 352 | — | |||
| 94 | $CAT | CATERPILLAR INC | Industrials | $236K | 0.2% | 332 | — | |||
| 95 | $KO | COCA COLA CO | Consumer Staples | $226K | 0.2% | 2,961 | — | |||
| 96 | $DIS | Walt Disney Co | Communication Services | $222K | 0.2% | 2,302 | — | |||
| 97 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $218K | 0.2% | 662 | +0.2% | |||
| 98 | $PEP | PEPSICO INC | Consumer Staples | $218K | 0.2% | 1,402 | — | |||
| 99 | $ABT | ABBOTT LABORATORIES | Healthcare | $218K | 0.2% | 2,115 | — | |||
| 100 | — | Schwab US Large Cap ETF - ETF | — | $217K | 0.2% | 8,457 | — | |||
| 101 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $216K | 0.2% | 5,323 | — | |||
| 102 | — | Vanguard S&P 500 ETF - ETF | — | $209K | 0.1% | 350 | +0.3% | |||
| 103 | $V | VISA INC. | Financials | $201K | 0.1% | 663 | — | |||
| 104 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $199K | 0.1% | 1,372 | — | |||
| 105 | $PM | Philip Morris International Inc. | Consumer Staples | $194K | 0.1% | 1,173 | +0.1% | |||
| 106 | — | Vanguard FTSE Emerging Markets ETF - ETF | — | $189K | 0.1% | 3,485 | — | |||
| 107 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $189K | 0.1% | 657 | — | |||
| 108 | $DVN | DEVON ENERGY CORP/DE | Energy | $188K | 0.1% | 3,723 | — | |||
| 109 | $FTF | FRANKLIN LTD DURATION INCOME TRUST | — | $181K | 0.1% | 31K | — | |||
| 110 | — | Select Sector Uti Select SPDR ETF - ETF | — | $178K | 0.1% | 3,870 | — | |||
| 111 | — | Energy Select Sector SPDR ETF - ETF | — | $175K | 0.1% | 2,852 | — | |||
| 112 | — | SPDR S&P 500 Value ETF - ETF | — | $172K | 0.1% | 3,026 | — | |||
| 113 | — | iShares Core S&P 500 ETF - ETF | — | $172K | 0.1% | 262 | — | |||
| 114 | — | iShares Nasdaq Biotechnology - ETF | — | $166K | 0.1% | 979 | +0.1% | |||
| 115 | — | Listed FNDS Rondhl MGNFCNT ETF - ETF | — | $166K | 0.1% | 2,855 | — | |||
| 116 | $UNP | UNION PACIFIC CORP | Industrials | $164K | 0.1% | 675 | — | |||
| 117 | — | SPDR S&P Homebuilders ETF - ETF | — | $163K | 0.1% | 1,650 | — | |||
| 118 | — | iShares Russell 1000 ETF - ETF | — | $159K | 0.1% | 445 | — | |||
| 119 | $MA | Mastercard Inc | Financials | $158K | 0.1% | 316 | — | |||
| 120 | $CEG | Constellation Energy Corp | Utilities | $158K | 0.1% | 564 | — | |||
| 121 | $CPT | CAMDEN PROPERTY TRUST | Real Estate | $151K | 0.1% | 1,537 | — | |||
| 122 | $BIIB | BIOGEN INC. | Healthcare | $151K | 0.1% | 820 | — | |||
| 123 | $SHW | SHERWIN WILLIAMS CO | Materials | $150K | 0.1% | 466 | — | |||
| 124 | $LLY | ELI LILLY & Co | Healthcare | $148K | 0.1% | 160 | — | |||
| 125 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $146K | 0.1% | 2,200 | — | |||
| 126 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $144K | 0.1% | 1,125 | — | |||
| 127 | — | Vanguard Growth ETF - ETF | — | $133K | 0.1% | 303 | — | |||
| 128 | $PWR | QUANTA SERVICES, INC. | Industrials | $131K | 0.1% | 238 | — | |||
| 129 | $FLR | FLUOR CORP | Industrials | $131K | 0.1% | 2,800 | — | |||
| 130 | — | Victoryshares Free Cash Flow ETF - ETF | — | $129K | 0.1% | 3,250 | — | |||
| 131 | $SRE | SEMPRA | Utilities | $124K | 0.1% | 1,274 | — | |||
| 132 | — | iShares MSCI Emerging Markets ETF - ETF | — | $124K | 0.1% | 2,183 | — | |||
| 133 | $LNG | Cheniere Energy, Inc. | Energy | $121K | 0.1% | 425 | — | |||
| 134 | $TDOC | Teladoc Health, Inc. | Healthcare | $120K | 0.1% | 22K | — | |||
| 135 | $OWL | BLUE OWL CAPITAL INC. | Financials | $119K | 0.1% | 13K | — | |||
| 136 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $118K | 0.1% | 485 | — | |||
| 137 | $NRG | NRG ENERGY, INC. | Utilities | $115K | 0.1% | 782 | — | |||
| 138 | — | Vanguard Value ETF - ETF | — | $115K | 0.1% | 585 | — | |||
| 139 | — | Vanguard Total Stock Market ETF - ETF | — | $109K | 0.1% | 339 | — | |||
| 140 | $PH | Parker-Hannifin Corp | Industrials | $107K | 0.1% | 119 | — | |||
| 141 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $106K | 0.1% | 519 | — | |||
| 142 | $NOW | ServiceNow, Inc. | Technology | $101K | 0.1% | 959 | — | |||
| 143 | $DNP | DNP SELECT INCOME FUND INC | Other | $101K | 0.1% | 9,750 | — | |||
| 144 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $101K | 0.1% | 1,997 | — | |||
| 145 | $RIO | RIO TINTO PLC | Materials | $101K | 0.1% | 1,082 | — | |||
| 146 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $100K | 0.1% | 100 | — | |||
| 147 | — | iShares Russell 1000 Value ETF - ETF | — | $98K | 0.1% | 454 | — | |||
| 148 | $AMGN | AMGEN INC | Healthcare | $98K | 0.1% | 277 | — | |||
| 149 | $OGE | OGE ENERGY CORP. | Utilities | $97K | 0.1% | 2,022 | — | |||
| 150 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $97K | 0.1% | 1,073 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 18 added to, 0 trimmed, 23 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$SIISPROTT INC.$753K
first bought this quarter
Added to (18)
- Vanguard S&P 500 ETF - ETF+0.3%
now $209K
now $1.9M · held 10+ qtrs
$HDHOME DEPOT, INC.+0.2%
now $218K · held 10+ qtrs
now $4.2M · held 10+ qtrs
$JNJJOHNSON & JOHNSON+0.0%
now $1.7M · held 10+ qtrs
$ABBVAbbVie Inc.+0.0%
now $613K · held 10+ qtrs
+12 more in the Excel export
Trimmed (0)
No positions trimmed this quarter.
Holdings by quarter
Every 13F PIN OAK INVESTMENT ADVISORS INC has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow PIN OAK INVESTMENT ADVISORS?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PIN OAK INVESTMENT ADVISORS's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+3.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PIN OAK INVESTMENT ADVISORS INC disclosed 479 positions worth $137.6M in its Form 13F-HR for Q2 2026, led by $KRP (Kimbell Royalty Partners, LP) at 6.1% of the equity portfolio, followed by $AAPL and $XOM.R34088. During the quarter the fund opened 1 new position and exited 23 — including a new stake in $SII and a full exit from $HON. The portfolio is most concentrated in Energy (36.0% of disclosed assets). All figures are sourced directly from PIN OAK INVESTMENT ADVISORS INC’s Form 13F-HR filing with the SEC under CIK 1094584.
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AI-Powered Hedge Fund Analysis: PIN OAK INVESTMENT ADVISORS INC
13F Pro is an AI hedge fund tracker and stock research platform. For PIN OAK INVESTMENT ADVISORS INC (SEC CIK: 1094584), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PIN OAK INVESTMENT ADVISORS INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.