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

0$50.0M$100.0M$150.0M Q1 2024: $103.8M Q1 2024 Q2 2024: $104.4M Q2 2024 Q3 2024: $109.9M Q3 2024 Q4 2024: $109.9M Q4 2024 Q1 2025: $131.0M Q1 2025 Q2 2025: $118.0M Q2 2025 Q3 2025: $140.0M Q3 2025 Q4 2025: $142.6M Q4 2025 Q1 2026: $141.4M $141.4M Q1 2026 Q2 2026: $140.6M Q2 2026

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
HD Home Depot Inc. 0.15% 661 $217K No change
SCHX Schwab US Large-Cap ETF 0.15% 8,457 $217K No change
BN Brookfield Corp. 0.15% 5,323 $215K No change
VOO Vanguard S&P 500 ETF 0.15% 349 $209K Add +9.4%
V Visa Inc. Class A 0.14% 663 $200K Reduce -0.1%
PG The Procter & Gamble Co. 0.14% 1,372 $198K No change
PM Philip Morris International 0.14% 1,172 $196K Reduce -0.3%
NSC Norfolk Southern Corp. 0.13% 657 $189K No change
VWO Vanguard Ftse Emerging Marke 0.13% 3,485 $188K No change
DVN Devon Energy Corp. 0.13% 3,723 $187K No change
FTF Franklin Ltd. Dur Inc. TR 0.13% 31,000 $181K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.13% 3,870 $178K No change
XLE SS Energy Select Sector 0.12% 2,852 $175K No change
IVV iShares Core S&P 500 ETF 0.12% 262 $171K No change
SPYV SS SPDR P S&P 500 Value ETF 0.12% 3,026 $171K No change
IBB iShares Biotechnology ETF 0.12% 978 $165K No change
MAGS Roundhill Magnificent Seven 0.12% 2,855 $165K No change
UNP Union Pacific Corp. 0.12% 675 $164K No change
XHB SS SPDR S&P Homebldrs ETF 0.12% 1,650 $163K No change
IWB iShares Russell 1000 ETF 0.11% 445 $159K No change
MA Mastercard Inc. Class A 0.11% 316 $158K Reduce -0.3%
CEG Constellation Energy 0.11% 564 $157K No change
CPT Camden Property Trust 0.11% 1,537 $152K Reduce -53.5%
BIIB Biogen Inc. 0.11% 820 $150K No change
SHW The Sherwin-Williams Co. 0.11% 466 $149K No change
MO Altria Group Inc. 0.10% 2,200 $148K No change
LLY Eli Lilly & Co. 0.10% 160 $147K No change
AFG American Financial Group Inc. 0.10% 1,125 $144K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 303 $132K No change
FLR Fluor Corp. 0.09% 2,800 $131K No change
PWR Quanta Services Inc. 0.09% 238 $131K Reduce -14.4%
VFLO Victoryshares Free Cash Flow 0.09% 3,250 $128K No change
SRE Sempra 0.09% 1,274 $125K No change
EEM iShares MSCI Emerging Market 0.09% 2,183 $124K No change
LNG Cheniere Energy Inc. 0.09% 425 $121K New
TDOC Teladoc Health Inc. 0.08% 21,928 $120K No change
OWL Blue Owl Capital Inc. 0.08% 13,019 $119K Add +128.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 485 $118K Add +11.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 585 $115K No change
NRG NRG Energy Inc. 0.08% 782 $114K No change
VTI VG Morningstar TS MKT ETF-US 0.08% 339 $109K Reduce -57.6%
PH Parker Hannifin Corp. 0.08% 119 $107K Reduce -16.8%
AMD Advanced Micro Devices 0.07% 519 $106K No change
RIO Rio Tinto PLC-Spon ADR 0.07% 1,082 $104K No change
DNP DNP Select Income Fund Inc. 0.07% 9,750 $101K No change
COST Costco Wholesale Corp. 0.07% 100 $100K No change
NOW ServiceNow Inc. 0.07% 959 $100K Add +18.4%
VZ Verizon Communications Inc. 0.07% 1,997 $100K No change
AMGN Amgen Inc. 0.07% 277 $97K Reduce -5.5%
IWD iShares Russell 1000 Value E 0.07% 454 $97K Reduce -39.7%
OGE Oge Energy Corp. 0.07% 2,022 $97K No change
SBUX Starbucks Corp. 0.07% 1,073 $96K Reduce -0.5%
SHOP Shopify Inc. Class A 0.07% 799 $95K Add +20.7%
ICE Intercontinental Exchange Inc. 0.07% 600 $94K No change
FUN Six Flags Entertainment Corp. 0.07% 5,305 $94K No change
AMT American Tower Corp. 0.07% 537 $93K No change
APD Air Products & Chemicals Inc. 0.06% 309 $90K No change
BBVA Banco Bilbao Vizcaya-SP ADR 0.06% 4,155 $90K No change
SCHI Schwab 5-10 Year Corporate B 0.06% 3,958 $90K No change
EXC Exelon Corp. 0.06% 1,692 $83K No change
IJR iShares Core S&P Small-Cap E 0.06% 662 $82K Reduce -27.4%
MU Micron Technology Inc. 0.06% 242 $82K No change
PSX Phillips 66 0.06% 450 $82K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.06% 2,922 $81K No change
IVW iShares S&P 500 Growth ETF 0.06% 704 $80K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.06% 1,415 $79K No change
VIG Vanguard Dividend Apprec ETF 0.06% 369 $79K No change
WM Waste Management Inc. 0.06% 345 $79K No change
FSSL FS Specialty Lending Fund 0.05% 6,140 $77K No change
COR Cencora Inc. 0.05% 240 $75K No change
ETR Entergy Corp. 0.05% 668 $75K No change
TRGP Targa Resources Corp. 0.05% 299 $75K No change
CCI Crown Castle Inc. 0.05% 895 $73K Reduce -35.4%
EWJ iShares MSCI Japan ETF 0.05% 869 $73K No change
QCOM Qualcomm Inc. 0.05% 566 $73K Reduce -0.3%
VOOV Vanguard S&P 500 Value ETF 0.05% 351 $72K No change
MCD McDonald's Corp. 0.05% 227 $71K No change
NVS Novartis AG-Sponsored ADR 0.05% 462 $71K No change
SPHD Invesco S&P 500 High Dividen 0.05% 1,368 $68K No change
MSTR Strategy Inc. 0.05% 547 $68K Reduce -54.5%
UNH Unitedhealth Group Inc. 0.05% 252 $68K No change
CSGP Costar Group Inc. 0.05% 1,672 $67K Add +61.9%
ZTS Zoetis Inc. 0.05% 566 $67K Reduce -0.9%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.05% 3,894 $66K No change
MSCI MSCI Inc. 0.05% 120 $65K Reduce -0.8%
SYK Stryker Corp. 0.05% 198 $65K No change
FCX Freeport-McMoran Inc. 0.05% 1,083 $64K No change
ADM Archer-Daniels-Midland Co. 0.04% 863 $63K No change
SCHR Schwab Intermediate-Term US 0.04% 2,513 $63K No change
HPQ HP Inc. 0.04% 3,162 $62K No change
NGG National Grid PLC-SP ADR 0.04% 729 $62K No change
SNPS Synopsys Inc. 0.04% 156 $62K Reduce -0.6%
DUK Duke Energy Corp. 0.04% 467 $61K Add +12.0%
SCHD Schwab US DVD Equity ETF 0.04% 1,915 $59K Add +0.8%
PBR Petroleo Brasileiro-Spon ADR 0.04% 2,802 $58K New
B Barrick Mining Corp. 0.04% 1,362 $56K No change
EFA iShares MSCI Eafe ETF 0.04% 575 $56K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 615 $56K No change
VNQ Vanguard Real Estate ETF 0.04% 636 $56K No change
IJH iShares Core S&P Midcap ETF 0.04% 809 $55K No change
TNGY Tortoise Energy ETF 0.04% 5,148 $54K No change
GM General Motors Co. 0.04% 716 $53K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.04% 1,374 $53K No change
UBER Uber Technologies Inc. 0.04% 738 $53K Add +0.3%
IDXX Idexx Laboratories Inc. 0.04% 92 $52K No change
SONY Sony Group Corp. - SP ADR 0.04% 2,493 $52K Reduce -1.6%
AON Aon PLC Class A 0.04% 160 $52K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.04% 1,580 $51K No change
MLM Martin Marietta Materials 0.03% 84 $49K Reduce -3.5%
TGT Target Corp. 0.03% 401 $49K No change
MMM 3M Co. 0.03% 337 $49K No change
TFC Truist Financial Corp. 0.03% 1,069 $49K No change
ACN Accenture PLC Class A 0.03% 246 $49K Reduce -22.6%
CTVA Corteva Inc. 0.03% 571 $48K Reduce -13.0%
EMB iShares JP Morgan Usd Emergi 0.03% 506 $48K No change
PNC PNC Financial Services Group 0.03% 232 $48K No change
DVY iShares Select Dividend ETF 0.03% 311 $47K No change
GRMN Garmin Ltd. 0.03% 204 $47K Add +5.7%
ALM Almonty Industries Inc. 0.03% 3,190 $46K Add +161.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.03% 35 $46K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 900 $45K No change
MUSA Murphy USA Inc. 0.03% 90 $44K No change
CNP Centerpoint Energy Inc. 0.03% 1,005 $43K No change
NFLX Netflix Inc. 0.03% 450 $43K No change
TYL Tyler Technologies Inc. 0.03% 125 $43K No change
OEF iShares S&P 100 ETF 0.03% 133 $42K No change
IXC iShares Global Energy ETF 0.03% 730 $42K No change
VB Vanguard Most SM-Cap ETF-Usd 0.03% 160 $42K No change
ISRG Intuitive Surgical Inc. 0.03% 88 $41K Reduce -42.9%
WPC WP Carey Inc. 0.03% 600 $41K No change
AEP American Electric Power 0.03% 302 $40K Reduce -25.4%
BAM Brookfield Asset Mgmt-A 0.03% 893 $40K No change
COF Capital One Financial Corp. 0.03% 218 $40K No change
ABNB Airbnb Inc. Class A 0.03% 308 $39K No change
DPST Dirx DLY RGNL BNK B3X ETF-Ui 0.03% 399 $39K No change
RDVY First Trust Rising Dividend 0.03% 567 $39K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 133 $38K No change
CHD Church & Dwight Co. Inc. 0.03% 400 $37K No change
MSI Motorola Solutions Inc. 0.03% 82 $36K Add +412.5%
MDT Medtronic PLC 0.03% 407 $36K Reduce -7.5%
ARLP Alliance Resource Partners 0.02% 1,253 $35K No change
LRCX Lam Research Corp. 0.02% 162 $35K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.02% 1,054 $35K No change
TTE Totalenergies SE 0.02% 378 $35K No change
IAG Iamgold Corp. 0.02% 1,798 $34K No change
SMFG Sumitomo Mitsui-Spons ADR 0.02% 1,706 $34K No change
TEL Te Connectivity PLC 0.02% 162 $34K No change
IWP iShares Russell Mid-Cap Grow 0.02% 259 $33K Reduce -62.1%
MCHP Microchip Technology Inc. 0.02% 504 $33K Reduce -2.9%
WEAT Teucrium Wheat Fund 0.02% 1,400 $33K No change
ECL Ecolab Inc. 0.02% 116 $31K No change
JEPI JPMorgan Equity Premium Inco 0.02% 544 $31K Add +0.7%
MKL Markel Group Inc. 0.02% 16 $31K No change
PR Permian Resources Corp. Class A 0.02% 1,465 $31K No change
RF Regions Financial Corp. 0.02% 1,186 $31K No change
USB US Bancorp 0.02% 596 $31K No change
Applera Appld Biosys 0.02% 1,200 $30K No change
EMLP First Trust North American E 0.02% 690 $30K No change
TDY Teledyne Technologies Inc. 0.02% 49 $30K Reduce -7.5%
NBR Nabors Industries Ltd. 0.02% 350 $30K New
FMX Fomento Economico Mex-SP ADR 0.02% 259 $29K No change
F Ford Motor Co. filed as FORD MTR CO 0.02% 2,526 $29K No change
SCHF Schwab Intl Equity ETF 0.02% 1,160 $29K No change
SO The Southern Co. 0.02% 300 $29K No change
ATO Atmos Energy Corp. 0.02% 149 $28K Reduce -29.1%
RYAAY Ryanair Holdings PLC-SP ADR 0.02% 484 $28K No change
XLV SS Health Care Select Sector 0.02% 193 $28K No change
XEL Xcel Energy Inc. 0.02% 353 $28K No change
RCL Royal Caribbean Cruises Ltd. 0.02% 100 $28K No change
DMLP Dorchester Minerals LP 0.02% 1,000 $27K No change
OKE Oneok Inc. 0.02% 300 $27K No change
QQQI Neos Nasdaq-100 High Inc. ETF 0.02% 553 $27K No change
SPHQ Invesco S&P 500 Quality ETF 0.02% 350 $26K No change
PPG PPG Industries Inc. 0.02% 243 $26K No change
ZIM Zim Integrated Shipping Serv 0.02% 1,000 $26K No change
AIG American International Group 0.02% 336 $25K No change
AWK American Water Works Co. Inc. 0.02% 185 $25K No change
CSX CSX Corp. 0.02% 600 $25K No change
NPO Enpro Inc. 0.02% 100 $25K No change
NEE Nextera Energy Inc. 0.02% 273 $25K Add +57.8%
XOP SS SPDR S&P Og Exp & Prod 0.02% 135 $25K No change
DWSN Dawson Geophysical Co. 0.02% 7,072 $24K Add +559.7%
HLN Haleon PLC-ADR 0.02% 2,381 $24K No change
MFC Manulife Financial Corp. 0.02% 686 $24K No change
VFH Vanguard Financials ETF 0.02% 200 $24K No change
HDB HDFC Bank Ltd.-ADR 0.02% 932 $23K No change
RPM RPM International Inc. 0.02% 227 $23K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 88 $23K No change
ALC Alcon Inc. filed as ALCON AG 0.02% 301 $23K Reduce -38.2%
C Citigroup Inc. 0.02% 192 $22K No change
CMCSA Comcast Corp. Class A 0.02% 764 $22K Reduce -4.0%
EQIX Equinix Inc. 0.02% 22 $22K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.02% 103 $22K No change
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.02% 445 $22K No change
TAN Invesco Solar ETF 0.02% 398 $22K No change
ITA iShares U.S. Aerospace & Def 0.02% 100 $22K New
LEN Lennar Corp. Class A 0.02% 258 $22K No change
QDVO Amplify CWP GRW & Inc. ETF 0.01% 792 $21K No change
CFR Cullen/Frost Bankers Inc. 0.01% 151 $21K No change
DHR Danaher Corp. 0.01% 110 $21K No change
ENB Enbridge Inc. 0.01% 384 $21K No change
GLPI Gaming and Leisure Propertie 0.01% 465 $21K No change
NKE Nike Inc. Class B 0.01% 386 $21K No change
OSK Oshkosh Corp. 0.01% 141 $21K Reduce -7.2%
PANW Palo Alto Networks Inc. 0.01% 131 $21K No change
SCHW Schwab (charles) Corp. 0.01% 224 $21K No change
BAP Credicorp Ltd. 0.01% 63 $21K No change
TSPY Tappalpha S&P 500 GR & Di-US 0.01% 850 $20K Add +13.3%
MKC McCormick & Co.-Non VTG SHRS 0.01% 398 $20K New
AZN Astrazeneca PLC 0.01% 103 $20K New
APA Apa Corp. 0.01% 442 $19K No change
IWS iShares Russell Mid-Cap Valu 0.01% 128 $19K No change
MELI MercadoLibre Inc. 0.01% 11 $19K No change
NICE Nice Ltd. - Spon ADR 0.01% 174 $19K No change
SPYI Neos S&P 500 High Income ETF 0.01% 394 $19K No change
ADBE Adobe Inc. 0.01% 74 $18K Reduce -48.3%
FTCS First Trust Capital Strength 0.01% 199 $18K No change
GLP Global Partners LP 0.01% 420 $18K No change
SYY Sysco Corp. 0.01% 250 $18K No change
GDXJ Vaneck Junior Gold Miners 0.01% 150 $18K No change
ELS Equity Lifestyle Properties 0.01% 268 $17K No change
ROL Rollins Inc. 0.01% 323 $17K New
SCHM Schwab US Mid Cap ETF 0.01% 540 $17K No change
PHYS Sprott Physical Gold Trust 0.01% 485 $17K No change
SCHC Schwab Intl Small-Cap Equity 0.01% 348 $16K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.01% 100 $16K Reduce -62.7%
TRP TC Energy Corp. 0.01% 260 $16K No change
GRBK Green Brick Partners Inc. 0.01% 225 $15K No change
RSPH Invesco S&P 500 Equal Weight 0.01% 500 $15K No change
IEMG iShares Core MSCI Emerging 0.01% 213 $15K No change
MUR Murphy Oil Corp. 0.01% 360 $15K No change
PTY PIMCO Corporate & Income Opp 0.01% 1,206 $15K No change
RELL Richardson Elec Ltd. 0.01% 1,333 $15K No change
EVRG Evergy Inc. 0.01% 165 $14K Reduce -50.0%
RSPM Invesco S&P 500 Equal Weight 0.01% 350 $14K No change
PXF Invesco Rafi Developed Marke 0.01% 204 $14K No change
SLB SLB Ltd. filed as SLB LIMITED 0.01% 265 $14K No change
ETN Eaton Corp. PLC 0.01% 40 $14K No change
AMZA Infracap MLP ETF 0.01% 285 $13K No change
CIBR First Trust Nasdaq Cybersecu 0.01% 206 $13K No change
GMAB Genmab A/S -SP ADR 0.01% 498 $13K No change
KQQQ Kurv Tech Titans Select ETF 0.01% 550 $13K No change
MDLZ Mondelez International Inc. Class A 0.01% 219 $13K No change
PNNT Pennantpark Investment Corp. 0.01% 2,762 $13K No change
XBI SS SPDR S&P Biotech ETF 0.01% 100 $13K No change
LUV Southwest Airlines Co. 0.01% 349 $13K No change
VEU Vanguard Ftse All-World Ex-U 0.01% 178 $13K No change
CNI Canadian Natl Railway Co. 0.01% 119 $12K No change
CGNX Cognex Corp. 0.01% 249 $12K No change
DEO Diageo PLC-Sponsored ADR 0.01% 163 $12K Reduce -30.3%
ONEQ Fidelity Nasdaq Comp Indx 0.01% 137 $12K No change
HDV iShares Core High Dividend E 0.01% 92 $12K No change
DGRO iShares Core Dividend Growth 0.01% 176 $12K No change
QCLS Q/C Technologies Inc. 0.01% 3,500 $12K New
NTES Netease Inc.-ADR 0.01% 107 $12K No change
TLK Telkom Indonesia Persero-ADR filed as TELEKOMUNIKASI IND 0.01% 622 $12K No change
TMO Thermo Fisher Scientific Inc. 0.01% 25 $12K No change
TYG Tortoise Energy Infrastruct 0.01% 245 $12K No change
WCC Wesco International Inc. 0.01% 45 $12K No change
CCOI Cogent Communications Holdin 0.01% 590 $11K No change
CUZ Cousins Properties Inc. 0.01% 479 $11K No change
CBRL Cracker Barrel Old Country 0.01% 382 $11K No change
EBAY eBay Inc. 0.01% 120 $11K No change
EXPD Expeditors Intl Wash Inc. 0.01% 80 $11K No change
FPE FT-Preferred Secur & Inc. ETF 0.01% 628 $11K No change
VKQ Invesco Municipal Trust 0.01% 1,189 $11K No change
KYLD Kurv High Income ETF 0.01% 590 $11K No change
RDW Redwire Corp. 0.01% 1,280 $11K No change
XLB SS Materials Select Sector 0.01% 222 $11K No change
GEHC GE Healthcare Technology 0.01% 142 $10K No change
GOF Guggenheim Strategic Opport 0.01% 903 $10K Add +3.2%
MCK McKesson Corp. 0.01% 12 $10K New
SWKS Skyworks Solutions Inc. 0.01% 196 $10K No change
VXF Vanguard Extended Market ETF 0.01% 48 $10K No change
WBD Warner Bros Discovery Inc. 0.01% 350 $10K No change
GL Globe Life Inc. 0.01% 62 $9K No change
MYGN Myriad Genetics Inc. 0.01% 2,000 $9K No change
PFLT Pennantpark Floating Rate Ca 0.01% 1,146 $9K No change
BTCI Neos Bitcoin High Income ETF 0.01% 280 $9K Add +24.4%
XYZ Block Inc. 0.01% 155 $9K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.01% 31 $9K No change
XRP Bitwise XRP ETF 0.01% 500 $8K No change
BMNR Bitmine Immersion Technologi 0.01% 424 $8K Reduce -64.7%
CZR Caesars Entertainment Inc. 0.01% 289 $8K No change
BOTZ Global X Robotics & Artifici 0.01% 234 $8K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.01% 103 $8K No change
MOS The Mosaic Co. 0.01% 300 $8K No change
NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP 0.01% 969 $8K No change
GRNY Fundstr Gran SH US LRG Cap 0.01% 318 $8K No change
ALL Allstate Corp. 0.01% 35 $7K No change
APLD Applied Digital Corp. 0.01% 300 $7K Reduce -54.2%
IRDM Iridium Communications Inc. 0.01% 255 $7K No change
IWR iShares Russell Mid-Cap ETF 0.01% 71 $7K No change
IJK iShares S&P Mid-Cap 400 Grow 0.01% 72 $7K No change
CRM Salesforce Inc. 0.01% 35 $7K Reduce -80.2%
TMUS T-Mobile US Inc. 0.01% 34 $7K No change
ICHR Ichor Holdings Ltd. 0.01% 150 $7K New
CB Chubb Ltd. 0.01% 20 $7K No change
CRCL Circle Internet Group Inc. 0.00% 61 $6K Reduce -73.7%
CPRT Copart Inc. 0.00% 170 $6K No change
ES Eversource Energy 0.00% 83 $6K No change
GIS General Mills Inc. 0.00% 160 $6K No change
GBDC Golub Capital BDC Inc. 0.00% 460 $6K No change
ITW Illinois Tool Works 0.00% 24 $6K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.00% 42 $6K No change
MSFY Kurv YLD Prem STR MSFT ETF 0.00% 340 $6K Add +65.8%
LW Lamb Weston Holdings Inc. 0.00% 150 $6K No change
MCY Mercury General Corp. 0.00% 70 $6K No change
MHK Mohawk Industries Inc. 0.00% 64 $6K No change
NUE Nucor Corp. 0.00% 35 $6K No change
XLY SS Consumer Disc Select Sect 0.00% 56 $6K No change
XLF SS Financial Select Sector 0.00% 120 $6K No change
XLI SS Industrial Select Sector 0.00% 40 $6K Reduce -86.2%
XLUI SS Utilities SS SPDR PRM Inc. 0.00% 250 $6K No change
TTWO Take-Two Interactive Softwre 0.00% 28 $6K No change
DMO Western Asset Mort Def Opp 0.00% 590 $6K No change
ASO Academy Sports & Outdoors Inc. 0.00% 87 $5K No change
ARCC Ares Capital Corp. 0.00% 270 $5K No change
CVS CVS Health Corp. 0.00% 71 $5K No change
SOXL Direx Dail Semi Bu 3X Et-Usd 0.00% 100 $5K Reduce -83.3%
FVD First Trust Value Line DVD 0.00% 109 $5K No change
GPC Genuine Parts Co. 0.00% 49 $5K No change
RSP Invesco S&P 500 Equal Weight 0.00% 24 $5K Reduce -91.2%
SPMO Invesco S&P 500 Momentum ETF 0.00% 49 $5K No change
AMZP Kurv YLD Prem STR Amzn ETF 0.00% 225 $5K Add +125.0%
LGIH Lgi Homes Inc. 0.00% 131 $5K No change
XNROX Neu Re Est Sec Inc. FD Inc.-US 0.00% 1,700 $5K No change
SDY SS SPDR S&P Dividend ETF 0.00% 35 $5K No change
SE Sea Ltd.-ADR 0.00% 63 $5K No change
STLD Steel Dynamics Inc. 0.00% 30 $5K No change
VNQI Vanguard GLBL Ex-US Real Est 0.00% 103 $5K No change
SW Smurfit Westrock PLC 0.00% 115 $5K No change
APLE Apple Hospitality REIT Inc. 0.00% 344 $4K No change
BALL Ball Corp. 0.00% 70 $4K No change
BAH Booz Allen Hamilton Holdings 0.00% 50 $4K No change
DAL Delta Air Lines Inc. 0.00% 67 $4K No change
DOW Dow Inc. filed as DOW HLDGS INC 0.00% 100 $4K No change
PXH Inves Rafi Emer MRKT-Usd Inc. 0.00% 144 $4K No change
IVE iShares S&P 500 Value ETF 0.00% 20 $4K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.00% 52 $4K No change
SOFI Sofi Technologies Inc. 0.00% 250 $4K New
SONO Sonos Inc. 0.00% 300 $4K No change
ICLR Icon PLC 0.00% 38 $4K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.00% 257 $4K No change
AGNC AGNC Investment Corp. 0.00% 250 $3K No change
AROC Archrock Inc. 0.00% 100 $3K No change
CCL Carnival Corp. 0.00% 100 $3K No change
ELF Elf Beauty Inc. 0.00% 47 $3K No change
FLYW Flywire Corp.-Voting 0.00% 239 $3K No change
HRZN Horizon Technology Finance C 0.00% 800 $3K No change
NSP Insperity Inc. 0.00% 100 $3K No change
IP International Paper Co. 0.00% 95 $3K No change
ETHA iShares Ethereum Trust ETF 0.00% 200 $3K No change
KMB Kimberly-Clark Corp. 0.00% 35 $3K No change
MET Metlife Inc. 0.00% 44 $3K No change
LASR Nlight Inc. 0.00% 50 $3K Reduce -75.0%
NVO Novo-Nordisk A/S-Spons ADR 0.00% 70 $3K Reduce -83.0%
REZI Resideo Technologies Inc. 0.00% 100 $3K No change
SAIC Science Applications Inte 0.00% 29 $3K No change
XLP SS Consumer Staples Sel Sect 0.00% 41 $3K No change
CHPY Yldmx Smicon Po Optn Inc. ETF 0.00% 50 $3K New
BLOX Nicholas Crypto Income ETF 0.00% 205 $3K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.00% 8 $3K No change
WY Weyerhaeuser Co. 0.00% 120 $3K No change
OPTU Optimum Communications Inc. Class A 0.00% 1,465 $2K Reduce -22.5%
ARM Arm Holdings PLC-ADR 0.00% 10 $2K No change
HAUZ Xtrackers Intl Real Estate 0.00% 96 $2K No change
METU Direx DLY Meta Bul 2X ETF-US 0.00% 100 $2K No change
ETSY Etsy Inc. 0.00% 42 $2K No change
HAE Haemonetics Corp. 0.00% 42 $2K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.00% 22 $2K No change
TLTW iShares 20+ Bond Buywrite 0.00% 100 $2K No change
MHO M/I Homes Inc. 0.00% 20 $2K No change
NLOP Net Lease Office Property 0.00% 141 $2K No change
AGGH Simplify Aggregate Bond ETF 0.00% 100 $2K No change
SOBO South Bow Corp. 0.00% 52 $2K No change
VT Vanguard Tot World STK ETF 0.00% 16 $2K No change
NLY Annaly Capital Management Inc. 0.00% 41 $1K No change
PUSA Aureus Greenway Holdings Inc. 0.00% 422 $1K New
CTRA Coterra Energy Inc. 0.00% 17 $1K Reduce -98.1%
APPS Digital Turbine Inc. 0.00% 313 $1K No change
DD Dupont DE Nemours Inc. 0.00% 32 $1K No change
TDAQ Tappalpha in 100 GR & Di ETF 0.00% 50 $1K No change
EFXT Enerflex Ltd. 0.00% 51 $1K No change
KHC The Kraft Heinz Co. 0.00% 23 $1K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 11 $1K No change
XIFR XPLR Infrastructure LP 0.00% 125 $1K No change
RWX State Street SPDR Dow Jones 0.00% 47 $1K No change
XLRE SS Real Estate Select Sector 0.00% 16 $1K No change
UAMY United States Antimony Corp. 0.00% 100 $1K No change
VSNT Versant Media Group Inc. 0.00% 29 $1K Reduce -3.3%
WAB Wabtec Corp. 0.00% 5 $1K No change
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.00% 4 $0 No change
BSX Boston Scientific Corp. 0.00% 4 $0 Reduce -99.0%
GME Gamestop Corp. Class A 0.00% 16 $0 No change
INTU Intuit Inc. 0.00% 1 $0 Reduce -99.2%
KD Kyndryl Holdings Inc. 0.00% 27 $0 No change
PAYC Paycom Software Inc. 0.00% 2 $0 Reduce -98.9%
PINS Pinterest Inc. Class A 0.00% 10 $0 No change
SAP Sap SE-Sponsored ADR 0.00% 1 $0 No change
LIN Linde PLC 0.00% 1 $0 No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $1K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 25$1KNo change
GME.WS Gamestop Corp. *W EXP 10/30/202 1$0No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 562$140.6MKRP, AAPL, GOOGL, EPD, ET
Q1 2026 501$141.4MKRP, AAPL, XOM, EPD, ET
Q4 2025 499$142.6MKRP, AAPL, XOM, HHH, EPD
Q3 2025 495$140.0MKRP, AAPL, TXO, HHH, ET
Q2 2025 458$118.0MKRP, AAPL, TXO, EPD, XOM
Q1 2025 452$131.0MAAPL, KRP, TXO, EPD, XOM
Q4 2024 473$109.9MKRP, AAPL, TXO, EPD, XOM
Q3 2024 488$109.9MKRP, AAPL, TXO, EPD, XOM
Q2 2024 473$104.4MKRP, AAPL, TXO, XOM, EPD
Q1 2024 451$103.8MKRP, AAPL, NOG, EPD, TXO