Pin Oak Investment Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Pin Oak Investment Advisors Inc. reported 501 stock positions worth $141.4 million. Its top holding was Kimbell Royalty Partners (KRP) at 5.9% of the portfolio, followed by Apple (AAPL, 5.0%) and Exxon Mobil (XOM, 4.2%). Compared with Q4 2025, it opened 15 new positions, sold out of 13, added to 35 and reduced 96. The biggest buy was Leidos (LDOS, shares +1320%) and the biggest sale Howard Hughes (HHH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001094584
- Portfolio Value
- $141.4M (Q1 2026)
- SEC Filing
- 0001094584-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 501 stocks · $141.4M
| KRP Kimbell Royalty Partners LP | 5.91% | 577,807 | $8.4M | Reduce -0.5% |
| AAPL Apple Inc. | 4.96% | 27,626 | $7.0M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 4.18% | 34,849 | $5.9M | Reduce -3.6% |
| EPD Enterprise Products Partners | 3.55% | 132,545 | $5.0M | Reduce -4.2% |
| ET Energy Transfer LP | 3.23% | 236,540 | $4.6M | Reduce -1.0% |
| TXO Txo Partners LP | 3.21% | 360,533 | $4.5M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 2.95% | 14,516 | $4.2M | Reduce -0.4% |
| HHH Howard Hughes Holdings Inc. | 2.73% | 60,900 | $3.9M | Reduce -0.6% |
| HON Honeywell International Inc. | 2.40% | 15,038 | $3.4M | Reduce -0.1% |
| MNR Mach Natural Resources LP | 2.38% | 240,057 | $3.4M | Reduce -0.6% |
| NOG Northern Oil and Gas Inc. | 2.29% | 109,108 | $3.2M | Reduce -0.6% |
| EOG EOG Resources Inc. | 2.23% | 21,835 | $3.2M | Reduce -0.8% |
| NG Novagold Resources Inc. | 2.07% | 326,150 | $2.9M | Add +5.2% |
| CVX Chevron Corp. | 1.80% | 12,295 | $2.5M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.76% | 5,204 | $2.5M | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 1.74% | 16,857 | $2.5M | Reduce -1.8% |
| GLD SPDR Gold Shares | 1.73% | 5,696 | $2.5M | Add +1.1% |
| WMT Walmart Inc. | 1.42% | 16,177 | $2.0M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.35% | 5,160 | $1.9M | Add +19.0% |
| GOOG Alphabet Inc. Class C | 1.34% | 6,594 | $1.9M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 2,770 | $1.8M | Reduce -17.7% |
| GS Goldman Sachs Group Inc. | 1.23% | 2,052 | $1.7M | No change |
| JNJ Johnson & Johnson | 1.22% | 7,062 | $1.7M | Reduce -0.6% |
| PAGP Plains GP Holdings LP | 1.18% | 68,910 | $1.7M | Reduce -1.5% |
| LDOS Leidos Holdings Inc. | 1.12% | 10,225 | $1.6M | Add +1320.1% |
| NVDA Nvidia Corp. | 1.09% | 8,845 | $1.5M | Add +1.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.09% | 4,533 | $1.5M | Reduce -6.3% |
| AEM Agnico Eagle Mines Ltd. | 1.04% | 7,240 | $1.5M | Add +20.8% |
| TXN Texas Instruments Inc. | 0.86% | 6,300 | $1.2M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.85% | 24,729 | $1.2M | No change |
| SHEL Shell PLC-ADR | 0.83% | 12,659 | $1.2M | Reduce -1.4% |
| HAL Halliburton Co. | 0.68% | 24,705 | $963K | No change |
| IWF iShares Russell 1000 Growth | 0.68% | 2,254 | $961K | Reduce -38.2% |
| AMZN Amazon.com Inc. | 0.65% | 4,444 | $926K | Reduce -5.1% |
| MANH Manhattan Associates Inc. | 0.65% | 6,878 | $916K | Reduce -0.8% |
| WFC Wells Fargo & Co. | 0.64% | 11,297 | $899K | Reduce -0.1% |
| HIO Western Asset Hi Inc. Opport | 0.60% | 233,058 | $846K | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.59% | 2,826 | $831K | Reduce -7.4% |
| STXF Strive 500 ETF | 0.57% | 19,135 | $803K | Reduce -14.7% |
| ADI Analog Devices Inc. | 0.57% | 2,521 | $802K | No change |
| BX Blackstone Inc. | 0.53% | 6,557 | $754K | Add +6.3% |
| SMITH INTERNATIONAL INC | 0.53% | 5,266 | $753K | New |
| KMI Kinder Morgan Inc. | 0.51% | 21,638 | $726K | Add +56.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.51% | 1 | $718K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 1,231 | $710K | Reduce -12.2% |
| PFE Pfizer Inc. | 0.48% | 24,236 | $681K | Reduce -1.3% |
| COP Conocophillips | 0.47% | 5,021 | $663K | No change |
| ABBV Abbvie Inc. | 0.43% | 2,815 | $612K | No change |
| INTC Intel Corp. | 0.43% | 13,876 | $612K | No change |
| CSCO Cisco Systems Inc. | 0.42% | 7,607 | $590K | No change |
| PAA Plains All Amer Pipeline LP | 0.42% | 26,431 | $590K | Reduce -3.6% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.42% | 62,173 | $588K | Reduce -1.8% |
| PPT Franklin Premir Inc. Trust-Ui | 0.41% | 162,520 | $577K | Reduce -0.8% |
| SIRI Sirius XM Holdings Inc. | 0.40% | 24,759 | $571K | Reduce -1.1% |
| HOOD Robinhood Markets Inc. Class A | 0.40% | 8,142 | $564K | Reduce -2.4% |
| LOW Lowe's Cos Inc. | 0.39% | 2,344 | $554K | Reduce -1.4% |
| PPLT Abrdn Physical Platinum SHRS | 0.38% | 3,001 | $535K | No change |
| SLV iShares Silver Trust | 0.36% | 7,445 | $507K | No change |
| BTZ BlackRock Credit Allocation | 0.35% | 49,680 | $502K | Reduce -0.9% |
| AR Antero Resources Corp. | 0.35% | 11,675 | $495K | No change |
| GT Goodyear Tire & Rubber Co. | 0.35% | 74,455 | $494K | Reduce -0.8% |
| RTX RTX Corp. | 0.34% | 2,497 | $482K | No change |
| DSL Doubleline Income Solutions | 0.34% | 44,240 | $479K | No change |
| MPC Marathon Petroleum Corp. | 0.32% | 1,837 | $449K | No change |
| AVGO Broadcom Inc. | 0.31% | 1,406 | $435K | Add +15.1% |
| ACP Abrdn Income Credit Strat | 0.31% | 85,049 | $434K | No change |
| GEV GE Vernova Inc. | 0.30% | 483 | $422K | No change |
| TRV The Travelers Cos Inc. | 0.29% | 1,395 | $407K | Reduce -20.1% |
| MRK Merck & Co. Inc. | 0.28% | 3,266 | $396K | Reduce -8.6% |
| VLO Valero Energy Corp. | 0.28% | 1,584 | $391K | No change |
| META Meta Platforms Inc. Class A | 0.27% | 675 | $386K | Add +8.0% |
| LMT Lockheed Martin Corp. | 0.26% | 601 | $363K | No change |
| VEA Vanguard Ftse Developed ETF | 0.25% | 5,454 | $349K | Reduce -1.9% |
| BA The Boeing Co. | 0.24% | 1,735 | $345K | No change |
| GE General Electric filed as GE AEROSPACE | 0.24% | 1,208 | $343K | No change |
| TSLA Tesla Inc. | 0.24% | 924 | $343K | Add +1.9% |
| LLYVK Liberty Live Holdings Class C | 0.24% | 3,550 | $334K | Reduce -13.7% |
| AMP Ameriprise Financial Inc. | 0.23% | 746 | $332K | No change |
| WMB Williams Cos Inc. | 0.23% | 4,445 | $324K | Add +898.9% |
| IAU iShares Gold Trust | 0.23% | 3,636 | $321K | No change |
| OXY Occidental Petroleum Corp. | 0.22% | 4,668 | $305K | No change |
| BLK BlackRock Inc. | 0.21% | 315 | $303K | No change |
| T AT&T Inc. | 0.21% | 10,026 | $291K | No change |
| GD General Dynamics Corp. | 0.20% | 830 | $285K | No change |
| CIF MFS Intermediate High Income | 0.20% | 171,400 | $278K | No change |
| AMX America Movil Sab DE CV | 0.20% | 10,850 | $276K | No change |
| GBIL Goldman Sachs Access Treasur | 0.20% | 2,750 | $276K | No change |
| ORCL Oracle Corp. | 0.19% | 1,866 | $275K | Add +0.1% |
| SOLS Solstice Adv Materials Inc. | 0.19% | 3,610 | $275K | Reduce -0.2% |
| BP BP PLC-Spons ADR | 0.19% | 5,736 | $270K | No change |
| KYN Kayne Anderson Energy Infra | 0.18% | 17,918 | $256K | Reduce -5.0% |
| DE Deere & Co. | 0.18% | 450 | $254K | No change |
| LLYVA Liberty Live Holdings Class A | 0.18% | 2,768 | $254K | Reduce -1.5% |
| XLK SS Technology Select Sector | 0.18% | 1,872 | $249K | Reduce -5.1% |
| NOC Northrop Grumman Corp. | 0.17% | 352 | $240K | No change |
| CAT Caterpillar Inc. | 0.17% | 332 | $235K | No change |
| KO The Coca-Cola Co. | 0.16% | 2,961 | $227K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 2,302 | $222K | No change |
| PEP Pepsico Inc. | 0.15% | 1,402 | $218K | No change |
| ABT Abbott Laboratories | 0.15% | 2,115 | $217K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $1K (not counted above)
Total filed on the 13F, all lines: $141.4M.
Portfolio Sells Q4 2025 → Q1 2026
| HHH Howard Hughes Holdings Inc. | Reduce -0.6% | 2.73% | −0.80 |
| IWF iShares Russell 1000 Growth | Reduce -38.2% | 0.68% | −0.49 |
| AAPL Apple Inc. | Reduce -0.0% | 4.96% | −0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.7% | 1.28% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 2.95% | −0.35 |
| GT Goodyear Tire & Rubber Co. | Reduce -0.8% | 0.35% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 1.34% | −0.16 |
| CPT Camden Property Trust | Reduce -53.5% | 0.11% | −0.14 |
| STXF Strive 500 ETF | Reduce -14.7% | 0.57% | −0.13 |
| TXN Texas Instruments Inc. | Reduce -0.6% | 0.86% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -57.6% | 0.08% | −0.11 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 0.64% | −0.11 |
| HON Honeywell International Inc. | Reduce -0.1% | 2.40% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 1.76% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -7.4% | 0.59% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.2% | 0.50% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.3% | 1.09% | −0.10 |
| HOOD Robinhood Markets Inc. Class A | Reduce -2.4% | 0.40% | −0.09 |
| TRV The Travelers Cos Inc. | Reduce -20.1% | 0.29% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 0.39% | −0.07 |
| WMT Walmart Inc. | Reduce -0.5% | 1.42% | −0.07 |
| MSTR Strategy Inc. | Reduce -54.5% | 0.05% | −0.07 |
| MANH Manhattan Associates Inc. | Reduce -0.8% | 0.65% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -39.7% | 0.07% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -62.1% | 0.02% | −0.04 |
| INTU Intuit Inc. | Reduce -99.2% | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -5.1% | 0.65% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -91.2% | 0.00% | −0.04 |
| IYM iShares U.S. Basic Materials | Sold out | 0.00% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -86.2% | 0.00% | −0.03 |
| CCI Crown Castle Inc. | Reduce -35.4% | 0.05% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -27.4% | 0.06% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -8.6% | 0.28% | −0.03 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -1.8% | 0.42% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -42.9% | 0.03% | −0.02 |
| HIO Western Asset Hi Inc. Opport | Reduce -0.5% | 0.60% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -16.8% | 0.08% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -99.0% | 0.00% | −0.02 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -83.3% | 0.00% | −0.02 |
| BTZ BlackRock Credit Allocation | Reduce -0.9% | 0.35% | −0.02 |
| ACN Accenture PLC Class A | Reduce -22.6% | 0.03% | −0.02 |
| CTRA Coterra Energy Inc. | Reduce -98.1% | 0.00% | −0.02 |
| CRM Salesforce Inc. | Reduce -80.2% | 0.01% | −0.02 |
| XLK SS Technology Select Sector | Reduce -5.1% | 0.18% | −0.02 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -62.7% | 0.01% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.9% | 0.25% | −0.02 |
| PAYC Paycom Software Inc. | Reduce -98.9% | 0.00% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -48.3% | 0.01% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| LDOS Leidos Holdings Inc. | Add +1320.1% | 1.12% | +1.03 |
| SMITH INTERNATIONAL INC | New | 0.53% | +0.53 |
| CVX Chevron Corp. | Add +2.0% | 1.80% | +0.27 |
| KMI Kinder Morgan Inc. | Add +56.4% | 0.51% | +0.21 |
| AEM Agnico Eagle Mines Ltd. | Add +20.8% | 1.04% | +0.21 |
| WMB Williams Cos Inc. | Add +898.9% | 0.23% | +0.21 |
| TXO Txo Partners LP | Add +1.5% | 3.21% | +0.21 |
| MSFT Microsoft Corp. | Add +19.0% | 1.35% | +0.13 |
| LNG Cheniere Energy Inc. | New | 0.09% | +0.09 |
| NG Novagold Resources Inc. | Add +5.2% | 2.07% | +0.07 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.04% | +0.04 |
| OWL Blue Owl Capital Inc. | Add +128.4% | 0.08% | +0.03 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +15.1% | 0.31% | +0.02 |
| NBR Nabors Industries Ltd. | New | 0.02% | +0.02 |
| ALM Almonty Industries Inc. | Add +161.1% | 0.03% | +0.02 |
| MSI Motorola Solutions Inc. | Add +412.5% | 0.03% | +0.02 |
| DWSN Dawson Geophysical Co. | Add +559.7% | 0.02% | +0.02 |
| ITA iShares U.S. Aerospace & Def | New | 0.02% | +0.02 |
| SHOP Shopify Inc. Class A | Add +20.7% | 0.07% | +0.02 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.01% | +0.01 |
| AZN Astrazeneca PLC | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +18.4% | 0.07% | +0.01 |
| ROL Rollins Inc. | New | 0.01% | +0.01 |
| CSGP Costar Group Inc. | Add +61.9% | 0.05% | +0.01 |
| QCLS Q/C Technologies Inc. | New | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +0.1% | 0.19% | +0.01 |
| DUK Duke Energy Corp. | Add +12.0% | 0.04% | +0.01 |
| NEE Nextera Energy Inc. | Add +57.8% | 0.02% | +0.01 |
| MCK McKesson Corp. | New | 0.01% | +0.01 |
| GRMN Garmin Ltd. | Add +5.7% | 0.03% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +9.4% | 0.15% | +0.01 |
| ICHR Ichor Holdings Ltd. | New | 0.01% | +0.01 |
| SOFI Sofi Technologies Inc. | New | 0.00% | +0.00 |
| AMZP Kurv YLD Prem STR Amzn ETF | Add +125.0% | 0.00% | +0.00 |
| CHPY Yldmx Smicon Po Optn Inc. ETF | New | 0.00% | +0.00 |
| MSFY Kurv YLD Prem STR MSFT ETF | Add +65.8% | 0.00% | +0.00 |
| TSPY Tappalpha S&P 500 GR & Di-US | Add +13.3% | 0.01% | +0.00 |
| BTCI Neos Bitcoin High Income ETF | Add +24.4% | 0.01% | +0.00 |
| PUSA Aureus Greenway Holdings Inc. | New | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.8% | 0.04% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +0.7% | 0.02% | −0.00 |
| GOF Guggenheim Strategic Opport | Add +3.2% | 0.01% | −0.00 |
| UBER Uber Technologies Inc. | Add +0.3% | 0.04% | −0.00 |
| IBM Intl Business Machines Corp. | Add +11.5% | 0.08% | −0.01 |
| META Meta Platforms Inc. Class A | Add +8.0% | 0.27% | −0.02 |
| TSLA Tesla Inc. | Add +1.9% | 0.24% | −0.02 |
| BX Blackstone Inc. | Add +6.3% | 0.53% | −0.03 |
| NVDA Nvidia Corp. | Add +1.5% | 1.09% | −0.04 |
| GLD SPDR Gold Shares | Add +1.1% | 1.73% | −0.07 |
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 |