Pin Oak Investment Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Pin Oak Investment Advisors Inc. reported 499 stock positions worth $142.6 million. Its top holding was Kimbell Royalty Partners (KRP) at 5.6% of the portfolio, followed by Apple (AAPL, 5.4%) and Exxon Mobil (XOM, 3.8%). Compared with Q3 2025, it opened 30 new positions, sold out of 27, added to 52 and reduced 110. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Palantir Technologies Class A (PLTR, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001094584
- Portfolio Value
- $142.6M (Q4 2025)
- SEC Filing
- 0001094584-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 499 stocks · $142.6M
| KRP Kimbell Royalty Partners LP | 5.61% | 580,521 | $8.0M | Reduce -6.1% |
| AAPL Apple Inc. | 5.39% | 27,636 | $7.7M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 3.78% | 36,164 | $5.4M | Reduce -0.9% |
| HHH Howard Hughes Holdings Inc. | 3.52% | 61,267 | $5.0M | Reduce -1.3% |
| EPD Enterprise Products Partners | 3.44% | 138,370 | $4.9M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 3.30% | 14,580 | $4.7M | Reduce -1.8% |
| ET Energy Transfer LP | 3.06% | 238,865 | $4.4M | Reduce -6.6% |
| TXO Txo Partners LP | 3.00% | 355,330 | $4.3M | Reduce -7.2% |
| HON Honeywell International Inc. | 2.52% | 15,048 | $3.6M | Add +1.7% |
| MNR Mach Natural Resources LP | 2.09% | 241,499 | $3.0M | Add +2.0% |
| NG Novagold Resources Inc. | 2.00% | 310,085 | $2.9M | Reduce -4.8% |
| NOG Northern Oil and Gas Inc. | 1.97% | 109,713 | $2.8M | Reduce -17.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.87% | 5,241 | $2.7M | Add +0.7% |
| GLD SPDR Gold Shares | 1.80% | 5,631 | $2.6M | Reduce -10.5% |
| EOG EOG Resources Inc. | 1.76% | 22,010 | $2.5M | Reduce -3.8% |
| PLTR Palantir Technologies Inc. Class A | 1.64% | 17,158 | $2.3M | Reduce -23.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.63% | 3,364 | $2.3M | Reduce -19.2% |
| CVX Chevron Corp. | 1.53% | 12,055 | $2.2M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 1.50% | 6,630 | $2.1M | Reduce -3.0% |
| WMT Walmart Inc. | 1.50% | 16,252 | $2.1M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 1.34% | 2,052 | $1.9M | Reduce -4.0% |
| MSFT Microsoft Corp. | 1.22% | 4,337 | $1.7M | Add +5.5% |
| JNJ Johnson & Johnson | 1.20% | 7,107 | $1.7M | Reduce -3.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.18% | 4,838 | $1.7M | Add +1.6% |
| IWF iShares Russell 1000 Growth | 1.17% | 3,649 | $1.7M | Reduce -4.0% |
| NVDA Nvidia Corp. | 1.13% | 8,716 | $1.6M | Reduce -3.6% |
| PAGP Plains GP Holdings LP | 1.04% | 69,990 | $1.5M | Reduce -16.3% |
| TXN Texas Instruments Inc. | 0.99% | 6,335 | $1.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.98% | 24,729 | $1.4M | Add +1.8% |
| AEM Agnico Eagle Mines Ltd. | 0.83% | 5,995 | $1.2M | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.75% | 11,312 | $1.1M | Reduce -0.3% |
| MANH Manhattan Associates Inc. | 0.71% | 6,936 | $1.0M | Reduce -1.6% |
| STXF Strive 500 ETF | 0.70% | 22,441 | $998K | Reduce -13.6% |
| AMZN Amazon.com Inc. | 0.69% | 4,685 | $985K | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.69% | 3,052 | $984K | Add +0.8% |
| SHEL Shell PLC-ADR | 0.68% | 12,844 | $967K | Reduce -0.2% |
| HIO Western Asset Hi Inc. Opport | 0.62% | 234,308 | $886K | Add +0.7% |
| HAL Halliburton Co. | 0.61% | 24,705 | $864K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 1,402 | $854K | Reduce -8.6% |
| ADI Analog Devices Inc. | 0.57% | 2,521 | $808K | No change |
| BX Blackstone Inc. | 0.56% | 6,169 | $800K | No change |
| GT Goodyear Tire & Rubber Co. | 0.55% | 75,055 | $791K | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 1 | $763K | No change |
| INTC Intel Corp. | 0.49% | 13,876 | $702K | Reduce -1.1% |
| HOOD Robinhood Markets Inc. Class A | 0.48% | 8,338 | $691K | New |
| PFE Pfizer Inc. | 0.48% | 24,544 | $679K | Add +2.2% |
| LOW Lowe's Cos Inc. | 0.46% | 2,377 | $662K | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.45% | 7,607 | $645K | No change |
| ABBV Abbvie Inc. | 0.44% | 2,815 | $634K | Reduce -4.6% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.44% | 63,308 | $629K | Add +3.8% |
| PPT Franklin Premir Inc. Trust-Ui | 0.42% | 163,870 | $598K | Add +2.2% |
| PPLT Abrdn Physical Platinum SHRS | 0.40% | 3,001 | $574K | Add +161.0% |
| PAA Plains All Amer Pipeline LP | 0.38% | 27,431 | $544K | Reduce -0.6% |
| SIRI Sirius XM Holdings Inc. | 0.38% | 25,026 | $543K | Reduce -10.6% |
| COP Conocophillips | 0.38% | 5,021 | $540K | Reduce -1.2% |
| BTZ BlackRock Credit Allocation | 0.38% | 50,130 | $536K | Add +0.9% |
| TRV The Travelers Cos Inc. | 0.37% | 1,745 | $526K | Reduce -13.4% |
| SLV iShares Silver Trust | 0.37% | 7,445 | $523K | Reduce -50.5% |
| DSL Doubleline Income Solutions | 0.35% | 44,240 | $506K | Add +2.5% |
| RTX RTX Corp. | 0.35% | 2,497 | $496K | Reduce -2.0% |
| ACP Abrdn Income Credit Strat | 0.34% | 85,049 | $481K | Reduce -3.3% |
| MRK Merck & Co. Inc. | 0.31% | 3,573 | $436K | Add +0.1% |
| KMI Kinder Morgan Inc. | 0.30% | 13,838 | $426K | Reduce -3.5% |
| BA The Boeing Co. | 0.30% | 1,735 | $422K | No change |
| META Meta Platforms Inc. Class A | 0.29% | 625 | $413K | Add +5.4% |
| AVGO Broadcom Inc. | 0.29% | 1,222 | $407K | Add +106.1% |
| AMP Ameriprise Financial Inc. | 0.28% | 746 | $405K | No change |
| AR Antero Resources Corp. | 0.28% | 11,675 | $401K | Reduce -56.7% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,208 | $388K | Add +1.9% |
| GEV GE Vernova Inc. | 0.26% | 483 | $376K | No change |
| LMT Lockheed Martin Corp. | 0.26% | 601 | $375K | No change |
| VEA Vanguard Ftse Developed ETF | 0.26% | 5,559 | $375K | Reduce -6.7% |
| MPC Marathon Petroleum Corp. | 0.26% | 1,837 | $373K | No change |
| TSLA Tesla Inc. | 0.26% | 907 | $373K | Add +56.6% |
| CPT Camden Property Trust | 0.25% | 3,304 | $352K | Reduce -23.6% |
| IAU iShares Gold Trust | 0.24% | 3,636 | $339K | Reduce -21.6% |
| LLYVK Liberty Live Holdings Class C | 0.23% | 4,112 | $335K | Reduce -19.3% |
| BLK BlackRock Inc. | 0.23% | 315 | $333K | No change |
| VLO Valero Energy Corp. | 0.23% | 1,584 | $323K | No change |
| GD General Dynamics Corp. | 0.21% | 830 | $299K | No change |
| CIF MFS Intermediate High Income | 0.21% | 171,400 | $293K | Add +3.3% |
| XLK SS Technology Select Sector | 0.20% | 1,972 | $278K | No change |
| GBIL Goldman Sachs Access Treasur | 0.19% | 2,750 | $275K | No change |
| T AT&T Inc. | 0.19% | 10,026 | $272K | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 799 | $272K | No change |
| ORCL Oracle Corp. | 0.19% | 1,865 | $266K | Reduce -10.8% |
| DE Deere & Co. | 0.18% | 450 | $263K | No change |
| HD Home Depot Inc. | 0.18% | 661 | $255K | No change |
| KYN Kayne Anderson Energy Infra | 0.18% | 18,858 | $253K | Reduce -9.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,302 | $250K | Reduce -0.3% |
| NOC Northrop Grumman Corp. | 0.18% | 352 | $250K | No change |
| CAT Caterpillar Inc. | 0.17% | 332 | $242K | No change |
| BN Brookfield Corp. | 0.17% | 5,323 | $241K | No change |
| PEP Pepsico Inc. | 0.17% | 1,402 | $239K | Add +0.1% |
| ABT Abbott Laboratories | 0.17% | 2,115 | $236K | Reduce -20.2% |
| KO The Coca-Cola Co. | 0.16% | 2,961 | $234K | No change |
| SOLS Solstice Adv Materials Inc. | 0.16% | 3,617 | $234K | Reduce -2.2% |
| AMX America Movil Sab DE CV | 0.16% | 10,850 | $233K | No change |
| SCHX Schwab US Large-Cap ETF | 0.16% | 8,457 | $230K | No change |
| LLYVA Liberty Live Holdings Class A | 0.16% | 2,810 | $225K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $1K (not counted above)
Total filed on the 13F, all lines: $142.6M.
Portfolio Sells Q3 2025 → Q4 2025
| PLTR Palantir Technologies Inc. Class A | Reduce -23.4% | 1.64% | −1.28 |
| TXO Txo Partners LP | Reduce -7.2% | 3.00% | −0.84 |
| NOG Northern Oil and Gas Inc. | Reduce -17.1% | 1.97% | −0.41 |
| AR Antero Resources Corp. | Reduce -56.7% | 0.28% | −0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.2% | 1.63% | −0.36 |
| KRP Kimbell Royalty Partners LP | Reduce -6.1% | 5.61% | −0.34 |
| MANH Manhattan Associates Inc. | Reduce -1.6% | 0.71% | −0.33 |
| ORCL Oracle Corp. | Reduce -10.8% | 0.19% | −0.23 |
| OXY Occidental Petroleum Corp. | Reduce -54.1% | 0.15% | −0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -57.5% | 0.13% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Reduce -69.4% | 0.06% | −0.13 |
| HHH Howard Hughes Holdings Inc. | Reduce -1.3% | 3.52% | −0.12 |
| LLYVK Liberty Live Holdings Class C | Reduce -19.3% | 0.23% | −0.12 |
| IWF iShares Russell 1000 Growth | Reduce -4.0% | 1.17% | −0.10 |
| STXF Strive 500 ETF | Reduce -13.6% | 0.70% | −0.10 |
| ABT Abbott Laboratories | Reduce -20.2% | 0.17% | −0.09 |
| SLV iShares Silver Trust | Reduce -50.5% | 0.37% | −0.09 |
| CPT Camden Property Trust | Reduce -23.6% | 0.25% | −0.09 |
| SIRI Sirius XM Holdings Inc. | Reduce -10.6% | 0.38% | −0.08 |
| EOG EOG Resources Inc. | Reduce -3.8% | 1.76% | −0.08 |
| ET Energy Transfer LP | Reduce -6.6% | 3.06% | −0.07 |
| NVDA Nvidia Corp. | Reduce -3.6% | 1.13% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.6% | 0.60% | −0.06 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.06 |
| PAGP Plains GP Holdings LP | Reduce -16.3% | 1.04% | −0.05 |
| NG Novagold Resources Inc. | Reduce -4.8% | 2.00% | −0.05 |
| NFLX Netflix Inc. | Reduce -45.8% | 0.03% | −0.05 |
| ABBV Abbvie Inc. | Reduce -4.6% | 0.44% | −0.04 |
| ADBE Adobe Inc. | Reduce -47.2% | 0.03% | −0.04 |
| DVN Devon Energy Corp. | Reduce -39.4% | 0.11% | −0.04 |
| TRV The Travelers Cos Inc. | Reduce -13.4% | 0.37% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -13.1% | 0.05% | −0.03 |
| T AT&T Inc. | Reduce -7.7% | 0.19% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -24.9% | 0.12% | −0.03 |
| ACP Abrdn Income Credit Strat | Reduce -3.3% | 0.34% | −0.03 |
| FUN Six Flags Entertainment Corp. | Reduce -9.3% | 0.07% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -22.6% | 0.07% | −0.02 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -99.2% | 0.00% | −0.02 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.02 |
| CCI Crown Castle Inc. | Reduce -2.3% | 0.08% | −0.02 |
| CRCL Circle Internet Group Inc. | Reduce -21.1% | 0.01% | −0.02 |
| MSPR MSP Recovery Inc. | Sold out | 0.00% | −0.02 |
| FTCS First Trust Capital Strength | Reduce -55.7% | 0.01% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.18% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -1.5% | 0.04% | −0.01 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -98.7% | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -71.3% | 0.00% | −0.01 |
| PAYC Paycom Software Inc. | Reduce -2.2% | 0.02% | −0.01 |
| LIN Linde PLC | Reduce -96.8% | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| HOOD Robinhood Markets Inc. Class A | New | 0.48% | +0.48 |
| WMT Walmart Inc. | Add +0.1% | 1.50% | +0.30 |
| HON Honeywell International Inc. | Add +1.7% | 2.52% | +0.29 |
| PPLT Abrdn Physical Platinum SHRS | Add +161.0% | 0.40% | +0.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.6% | 1.18% | +0.23 |
| GT Goodyear Tire & Rubber Co. | Add +1.4% | 0.55% | +0.16 |
| AVGO Broadcom Inc. | Add +106.1% | 0.29% | +0.15 |
| MAGS Roundhill Magnificent Seven | New | 0.13% | +0.13 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.31% | +0.09 |
| BAC Bank of America Corp. | Add +1.8% | 0.98% | +0.08 |
| TSLA Tesla Inc. | Add +56.6% | 0.26% | +0.08 |
| FSSL FS Specialty Lending Fund | New | 0.06% | +0.06 |
| LDOS Leidos Holdings Inc. | Add +125.0% | 0.10% | +0.05 |
| MU Micron Technology Inc. | Add +70.4% | 0.07% | +0.05 |
| SCHD Schwab US DVD Equity ETF | New | 0.04% | +0.04 |
| PFE Pfizer Inc. | Add +2.2% | 0.48% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +133.3% | 0.05% | +0.03 |
| IYM iShares U.S. Basic Materials | New | 0.03% | +0.03 |
| XLI SS Industrial Select Sector | Add +625.0% | 0.04% | +0.03 |
| PEP Pepsico Inc. | Add +0.1% | 0.17% | +0.03 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.03% | +0.03 |
| IAG Iamgold Corp. | New | 0.02% | +0.02 |
| B Barrick Mining Corp. | Add +42.0% | 0.04% | +0.02 |
| OKE Oneok Inc. | New | 0.02% | +0.02 |
| GE General Electric | Add +1.9% | 0.27% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.02% | +0.02 |
| APLD Applied Digital Corp. | New | 0.02% | +0.02 |
| INTU Intuit Inc. | Add +147.9% | 0.04% | +0.01 |
| SCHM Schwab US Mid Cap ETF | New | 0.01% | +0.01 |
| VG Venture Global Inc. Class A | New | 0.01% | +0.01 |
| TSPY Tappalpha S&P 500 GR & Di-US | Add +1400.0% | 0.01% | +0.01 |
| TJX TJX Companies Inc. | Add +59.5% | 0.03% | +0.01 |
| GRBK Green Brick Partners Inc. | New | 0.01% | +0.01 |
| KQQQ Kurv Tech Titans Select ETF | New | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| ALM Almonty Industries Inc. | Add +120.2% | 0.01% | +0.01 |
| KYLD Kurv High Income ETF | New | 0.01% | +0.01 |
| CSGP Costar Group Inc. | Add +117.0% | 0.04% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.69% | +0.01 |
| LASR Nlight Inc. | New | 0.01% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.01% | +0.01 |
| NICE Nice Ltd. - Spon ADR | Add +148.6% | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 0.14% | +0.01 |
| XRP Bitwise XRP ETF | New | 0.01% | +0.01 |
| LGIH Lgi Homes Inc. | New | 0.01% | +0.01 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.01% | +0.01 |
| LUV Southwest Airlines Co. | Add +0.3% | 0.01% | +0.01 |
| CPRT Copart Inc. | New | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | Add +53.1% | 0.01% | +0.00 |
| XLUI SS Utilities SS SPDR PRM Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| MSPRW MSP Recovery Inc. -27 | *W EXP 05/20/202 | Sold out | 58,108,301 | $105Kbefore exit |
| MSPRZ MSP Recovery -CW26 | *W EXP 05/23/202 | Sold out | 30,000 | $600before exit |
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 |