Pin Oak Investment Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Pin Oak Investment Advisors Inc. reported 452 stock positions worth $131.0 million. Its top holding was Apple (AAPL) at 7.9% of the portfolio, followed by Kimbell Royalty Partners (KRP, 6.6%) and Txo Partners (TXO, 4.0%). Compared with Q4 2024, it opened 14 new positions, sold out of 35, added to 77 and reduced 54. The biggest buy was a new position in Mach Natural Resources (MNR) and the biggest sale Kimbell Royalty Partners (KRP, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001094584
- Portfolio Value
- $131.0M (Q1 2025)
- SEC Filing
- 0001094584-25-000002 ↗ filed May 7, 2025
Holdings Value
Holdings 452 stocks · $131.0M
| AAPL Apple Inc. | 7.89% | 47,874 | $10.3M | Add +62.7% |
| KRP Kimbell Royalty Partners LP | 6.58% | 608,214 | $8.6M | Reduce -0.5% |
| TXO Txo Partners LP | 4.02% | 283,758 | $5.3M | Reduce -2.8% |
| EPD Enterprise Products Partners | 3.87% | 147,225 | $5.1M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 3.60% | 36,443 | $4.7M | Add +1.1% |
| ET Energy Transfer LP | 3.44% | 242,848 | $4.5M | Add +0.9% |
| HHH Howard Hughes Holdings Inc. | 3.29% | 52,735 | $4.3M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.83% | 9,919 | $3.7M | Add +136.3% |
| MNR Mach Natural Resources LP | 2.56% | 211,244 | $3.3M | New |
| NOG Northern Oil and Gas Inc. | 2.54% | 111,961 | $3.3M | Reduce -0.4% |
| CRM Salesforce Inc. | 2.52% | 12,207 | $3.3M | Add +7209.6% |
| EOG EOG Resources Inc. | 2.24% | 23,184 | $2.9M | Reduce -0.6% |
| MCD McDonald's Corp. | 1.96% | 8,374 | $2.6M | Add +3263.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.92% | 4,926 | $2.5M | Add +7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.74% | 4,156 | $2.3M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 1.68% | 14,371 | $2.2M | Add +3.0% |
| CVX Chevron Corp. | 1.62% | 12,739 | $2.1M | Reduce -1.0% |
| GLD SPDR Gold Shares | 1.45% | 6,341 | $1.9M | Add +7.8% |
| PLTR Palantir Technologies Inc. Class A | 1.37% | 19,456 | $1.8M | Add +132.8% |
| PAGP Plains GP Holdings LP | 1.34% | 83,779 | $1.8M | Add +1.3% |
| WMT Walmart Inc. | 1.13% | 16,637 | $1.5M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 1.05% | 4,166 | $1.4M | No change |
| JNJ Johnson & Johnson | 1.02% | 7,639 | $1.3M | Add +10.8% |
| AR Antero Resources Corp. | 0.96% | 32,156 | $1.3M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.87% | 7,266 | $1.1M | Add +0.2% |
| TXN Texas Instruments Inc. | 0.86% | 377 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.82% | 26,396 | $1.1M | Add +3.0% |
| AMZN Amazon.com Inc. | 0.75% | 4,893 | $988K | Reduce -6.7% |
| XYLD Global X S&P 500 Cove Call E | 0.74% | 24,550 | $964K | No change |
| HIO Western Asset Hi Inc. Opport | 0.71% | 232,328 | $932K | Reduce -9.4% |
| SHEL Shell PLC-ADR | 0.68% | 12,258 | $892K | Add +5.9% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 809 | $818K | No change |
| MANH Manhattan Associates Inc. | 0.62% | 175 | $814K | Add +8.7% |
| STXF Strive 500 ETF | 0.62% | 19,834 | $808K | Add +13.1% |
| NVDA Nvidia Corp. | 0.61% | 8,694 | $799K | Add +0.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.60% | 3,806 | $790K | Add +3706.0% |
| JPM JPMorgan Chase & Co. | 0.60% | 3,066 | $781K | Add +10.9% |
| SIRI Sirius XM Holdings Inc. | 0.57% | 34,115 | $743K | Reduce -4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 1,313 | $696K | Add +0.1% |
| PFE Pfizer Inc. | 0.53% | 27,278 | $691K | Reduce -5.9% |
| AEM Agnico Eagle Mines Ltd. | 0.49% | 6,032 | $648K | Add +12.7% |
| WFC Wells Fargo & Co. | 0.48% | 8,829 | $624K | No change |
| HAL Halliburton Co. | 0.47% | 24,705 | $619K | No change |
| ABBV Abbvie Inc. | 0.44% | 2,929 | $576K | No change |
| LOW Lowe's Cos Inc. | 0.43% | 2,407 | $561K | Add +5.3% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.43% | 56,433 | $560K | Reduce -14.1% |
| ACP Abrdn Income Credit Strat | 0.41% | 91,739 | $536K | Reduce -24.7% |
| BTZ BlackRock Credit Allocation | 0.41% | 50,163 | $531K | Reduce -15.8% |
| CSCO Cisco Systems Inc. | 0.41% | 8,725 | $531K | Add +7.5% |
| OXY Occidental Petroleum Corp. | 0.41% | 10,759 | $531K | Add +27.4% |
| CPT Camden Property Trust | 0.40% | 4,389 | $529K | Add +1.5% |
| DSL Doubleline Income Solutions | 0.40% | 42,065 | $527K | Reduce -3.0% |
| ADI Analog Devices Inc. | 0.40% | 2,605 | $525K | No change |
| COP Conocophillips | 0.40% | 5,211 | $520K | Add +21.6% |
| UNH Unitedhealth Group Inc. | 0.39% | 1,002 | $517K | Add +159.6% |
| HD Home Depot Inc. | 0.35% | 1,397 | $462K | Add +80.0% |
| MRK Merck & Co. Inc. | 0.35% | 3,665 | $461K | Add +0.0% |
| VZ Verizon Communications Inc. | 0.33% | 3,285 | $429K | Add +25.4% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.32% | 6,783 | $425K | Reduce -4.3% |
| ABT Abbott Laboratories | 0.32% | 3,158 | $413K | Reduce -1.9% |
| DVN Devon Energy Corp. | 0.31% | 14,142 | $403K | Reduce -7.7% |
| GS Goldman Sachs Group Inc. | 0.30% | 813 | $398K | Reduce -1.1% |
| AMP Ameriprise Financial Inc. | 0.29% | 788 | $380K | No change |
| PPT Franklin Premir Inc. Trust-Ui | 0.28% | 103,320 | $372K | Reduce -2.5% |
| BA The Boeing Co. | 0.28% | 2,119 | $367K | Add +17.7% |
| INTC Intel Corp. | 0.28% | 15,461 | $361K | Add +13.3% |
| TRV The Travelers Cos Inc. | 0.27% | 1,338 | $350K | Add +34.2% |
| IVV iShares Core S&P 500 ETF | 0.26% | 843 | $344K | No change |
| MOS The Mosaic Co. | 0.26% | 12,640 | $344K | Add +4113.3% |
| META Meta Platforms Inc. Class A | 0.26% | 583 | $339K | No change |
| GT Goodyear Tire & Rubber Co. | 0.26% | 38,050 | $336K | No change |
| RTX RTX Corp. | 0.26% | 2,772 | $335K | No change |
| T AT&T Inc. | 0.24% | 11,497 | $316K | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 6,151 | $316K | Reduce -11.3% |
| BLK BlackRock Inc. | 0.23% | 315 | $298K | New |
| PAA Plains All Amer Pipeline LP | 0.22% | 11,300 | $289K | Reduce -2.5% |
| ORCL Oracle Corp. | 0.22% | 1,840 | $283K | Add +9.3% |
| TSLA Tesla Inc. | 0.22% | 1,057 | $283K | Add +2248.9% |
| IAU iShares Gold Trust | 0.21% | 4,636 | $269K | No change |
| MPC Marathon Petroleum Corp. | 0.20% | 1,837 | $265K | No change |
| KYN Kayne Anderson Energy Infra | 0.20% | 21,965 | $261K | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.20% | 4,398 | $257K | Add +15.9% |
| V Visa Inc. Class A | 0.19% | 831 | $253K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 2,210 | $246K | Add +9.9% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 1,311 | $237K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 1,205 | $231K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.17% | 568 | $229K | Add +95.9% |
| PG The Procter & Gamble Co. | 0.17% | 1,297 | $229K | Add +29.3% |
| HON Honeywell International Inc. | 0.17% | 1,001 | $225K | No change |
| GD General Dynamics Corp. | 0.17% | 830 | $223K | No change |
| CAT Caterpillar Inc. | 0.17% | 569 | $221K | Add +145.3% |
| MMM 3M Co. | 0.17% | 1,498 | $219K | Add +656.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 799 | $218K | No change |
| BP BP PLC-Spons ADR | 0.16% | 6,667 | $212K | Add +18.9% |
| MSPR MSP Recovery Inc. | 0.16% | 29,181 | $212K | New |
| DE Deere & Co. | 0.16% | 450 | $209K | No change |
| VLO Valero Energy Corp. | 0.16% | 1,584 | $208K | Add +0.1% |
| FUN Six Flags Entertainment Corp. | 0.16% | 5,810 | $207K | Reduce -2.8% |
| XLK SS Technology Select Sector | 0.15% | 986 | $203K | No change |
| MA Mastercard Inc. Class A | 0.14% | 351 | $190K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $184K (not counted above)
Total filed on the 13F, all lines: $131.2M.
Portfolio Sells Q4 2024 → Q1 2025
| KRP Kimbell Royalty Partners LP | Reduce -0.5% | 6.58% | −2.36 |
| TXO Txo Partners LP | Reduce -2.8% | 4.02% | −1.23 |
| NOG Northern Oil and Gas Inc. | Reduce -0.4% | 2.54% | −1.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.2% | 1.74% | −0.50 |
| HHH Howard Hughes Holdings Inc. | Reduce -0.8% | 3.29% | −0.45 |
| EOG EOG Resources Inc. | Reduce -0.6% | 2.24% | −0.37 |
| ACP Abrdn Income Credit Strat | Reduce -24.7% | 0.41% | −0.32 |
| DVN Devon Energy Corp. | Reduce -7.7% | 0.31% | −0.24 |
| PFE Pfizer Inc. | Reduce -5.9% | 0.53% | −0.24 |
| HIO Western Asset Hi Inc. Opport | Reduce -9.4% | 0.71% | −0.23 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.22 |
| BTZ BlackRock Credit Allocation | Reduce -15.8% | 0.41% | −0.21 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -14.1% | 0.43% | −0.20 |
| SIRI Sirius XM Holdings Inc. | Reduce -4.0% | 0.57% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -6.7% | 0.75% | −0.13 |
| SEG Seaport Entertainment Group | Reduce -97.0% | 0.00% | −0.13 |
| DSL Doubleline Income Solutions | Reduce -3.0% | 0.40% | −0.11 |
| CVX Chevron Corp. | Reduce -1.0% | 1.62% | −0.11 |
| LEGR First Trust Indxx Innovative | Sold out | 0.00% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -11.3% | 0.24% | −0.09 |
| WPC WP Carey Inc. | Reduce -71.4% | 0.03% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -72.2% | 0.02% | −0.08 |
| PPT Franklin Premir Inc. Trust-Ui | Reduce -2.5% | 0.28% | −0.08 |
| NOW ServiceNow Inc. | Reduce -14.9% | 0.07% | −0.07 |
| GS Goldman Sachs Group Inc. | Reduce -1.1% | 0.30% | −0.07 |
| FUN Six Flags Entertainment Corp. | Reduce -2.8% | 0.16% | −0.06 |
| CIF MFS Intermediate High Income | Reduce -21.4% | 0.10% | −0.06 |
| EPD Enterprise Products Partners | Reduce -0.7% | 3.87% | −0.06 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.05 |
| PEP Pepsico Inc. | Reduce -1.8% | 0.13% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -17.8% | 0.07% | −0.05 |
| XLE SS Energy Select Sector | Reduce -6.3% | 0.11% | −0.04 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.04 |
| IT Gartner Inc. | Reduce -22.1% | 0.04% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -1.9% | 0.08% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.1% | 0.03% | −0.03 |
| KYN Kayne Anderson Energy Infra | Reduce -3.5% | 0.20% | −0.03 |
| KHC The Kraft Heinz Co. | Reduce -75.6% | 0.01% | −0.03 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.02 |
| PBA Pembina Pipeline Corp. | Sold out | 0.00% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -14.5% | 0.03% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.32% | −0.02 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.0% | 0.05% | −0.02 |
| WMB Williams Cos Inc. | Reduce -32.3% | 0.05% | −0.02 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.01 |
| UL Unilever PLC | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| MNR Mach Natural Resources LP | New | 2.56% | +2.56 |
| CRM Salesforce Inc. | Add +7209.6% | 2.52% | +2.47 |
| MCD McDonald's Corp. | Add +3263.1% | 1.96% | +1.89 |
| AAPL Apple Inc. | Add +62.7% | 7.89% | +1.65 |
| MSFT Microsoft Corp. | Add +136.3% | 2.83% | +1.19 |
| PLTR Palantir Technologies Inc. Class A | Add +132.8% | 1.37% | +1.09 |
| RCL Royal Caribbean Cruises Ltd. | Add +3706.0% | 0.60% | +0.59 |
| MANH Manhattan Associates Inc. | Add +8.7% | 0.62% | +0.58 |
| MOS The Mosaic Co. | Add +4113.3% | 0.26% | +0.26 |
| BLK BlackRock Inc. | New | 0.23% | +0.23 |
| VZ Verizon Communications Inc. | Add +25.4% | 0.33% | +0.22 |
| TSLA Tesla Inc. | Add +2248.9% | 0.22% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +159.6% | 0.39% | +0.19 |
| MSPR MSP Recovery Inc. | New | 0.16% | +0.16 |
| GLD SPDR Gold Shares | Add +7.8% | 1.45% | +0.14 |
| MMM 3M Co. | Add +656.6% | 0.17% | +0.14 |
| MSTR Strategy Inc. | Add +95.9% | 0.17% | +0.13 |
| AEM Agnico Eagle Mines Ltd. | Add +12.7% | 0.49% | +0.10 |
| CAT Caterpillar Inc. | Add +145.3% | 0.17% | +0.09 |
| RIO Rio Tinto PLC-Spon ADR | Add +537.9% | 0.09% | +0.07 |
| HD Home Depot Inc. | Add +80.0% | 0.35% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +10.9% | 0.60% | +0.07 |
| TRV The Travelers Cos Inc. | Add +34.2% | 0.27% | +0.06 |
| FCX Freeport-McMoran Inc. | New | 0.05% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | Add +33.7% | 0.09% | +0.05 |
| BA The Boeing Co. | Add +17.7% | 0.28% | +0.03 |
| STXF Strive 500 ETF | Add +13.1% | 0.62% | +0.03 |
| CSGP Costar Group Inc. | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | Add +3.0% | 0.06% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +200.0% | 0.14% | +0.02 |
| PG The Procter & Gamble Co. | Add +29.3% | 0.17% | +0.02 |
| T AT&T Inc. | Add +1.8% | 0.24% | +0.02 |
| PR Permian Resources Corp. Class A | New | 0.02% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +154.9% | 0.02% | +0.01 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.01% | +0.01 |
| NG Novagold Resources Inc. | Add +85.2% | 0.09% | +0.01 |
| CSCO Cisco Systems Inc. | Add +7.5% | 0.41% | +0.01 |
| DIS The Walt Disney Co. | Add +9.9% | 0.19% | +0.01 |
| ZTS Zoetis Inc. | Add +34.4% | 0.07% | +0.01 |
| OXY Occidental Petroleum Corp. | Add +27.4% | 0.41% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | New | 0.01% | +0.01 |
| PHYS Sprott Physical Gold Trust | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +45.8% | 0.11% | +0.01 |
| SVOL Simplify Volatility Premium | Add +565.2% | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +10.8% | 1.02% | +0.01 |
| SONY Sony Group Corp. - SP ADR | Add +400.0% | 0.06% | +0.00 |
| GOF Guggenheim Strategic Opport | Add +31.6% | 0.04% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +94.9% | 0.01% | +0.00 |
| ETR Entergy Corp. | Add +100.0% | 0.04% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.8% | 1.92% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| MSPRW MSP Recovery Inc. -27 | *W EXP 05/20/202 | Reduce -2.4% | 57,269,071 | $182K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 562 | $140.6M | KRP, AAPL, GOOGL, EPD, ET |
| Q1 2026 | 501 | $141.4M | KRP, AAPL, XOM, EPD, ET |
| Q4 2025 | 499 | $142.6M | KRP, AAPL, XOM, HHH, EPD |
| Q3 2025 | 495 | $140.0M | KRP, AAPL, TXO, HHH, ET |
| Q2 2025 | 458 | $118.0M | KRP, AAPL, TXO, EPD, XOM |
| Q1 2025 | 452 | $131.0M | AAPL, KRP, TXO, EPD, XOM |
| Q4 2024 | 473 | $109.9M | KRP, AAPL, TXO, EPD, XOM |
| Q3 2024 | 488 | $109.9M | KRP, AAPL, TXO, EPD, XOM |
| Q2 2024 | 473 | $104.4M | KRP, AAPL, TXO, XOM, EPD |
| Q1 2024 | 451 | $103.8M | KRP, AAPL, NOG, EPD, TXO |