PIN OAK INVESTMENT ADVISORS INC — 13F Holdings & Portfolio

CIK 1094584 · latest 13F-HR filed 2026-08-18

PIN OAK INVESTMENT ADVISORS INC manages $140.6K in 13F-reported U.S. long-equity assets across 564 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KRP (6.00%), AAPL (5.70%), GOOGL (3.69%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 101 new positions, exited 17, added to 191, and trimmed 128.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
510 BERING
SUITE 100
HOUSTON, TX 77057
Phone
(713) 871-8300
Filing Manager
PIN OAK INVESTMENT ADVISORS INC
HOUSTON, TX
Signatory
Stewart Brown
Analyst
Loading holdings…
AUM

$140.6K

Long-equity book

Holdings

564

Distinct positions

Period

2026-06-30

Filed 2026-08-18

Q/Q Activity

+101 / −17 / ↑191 / ↓128

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Intel Corp$1.3K +216.5%
  • Alphabet Inc. Class A$1.0K +24.3%
  • Apple Inc$997 +14.2%
  • Taiwan Semiconductr F Sponsored ADR$829 +54.1%
  • Texas Instruments$654 +53.4%
Show all 191 →

Top Trims

  • Northern Oil And Gas-$1.2K -37.1%
  • Novagold Res Inc F-$971 -33.2%
  • Chevron Corp-$550 -21.6%
  • Leidos HLDGS Inc-$545 -34.3%
  • Eog Resources Inc-$513 -16.2%
Show all 128 →

New Positions

  • Honeywell Intl Inc$1.7K
  • Honeywell Aerospace Inc$1.7K
  • Aberdeen Multi-MKT Incom$272
  • iShares Emerging Markets Dividend ETF$272
  • Marvell Technology Inc$157
Show all 101 →

Exited Positions

  • Exxon Mobil Corp$5.9K
  • J P Morgan Nasdaq EQT PRM Inc ETF IV$79
  • Teucrium Commodity TR Wheat FD New$33
  • Applera Appld Biosys$30
  • Neos Nasdaq 100 High Income ETF$28
Show all 17 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Kimbell Royalty Partners LP KRP 49435R102 $8.4K 6.00% 580,303 SH
2 Apple Inc AAPL 037833100 $8.0K 5.70% 27,680 SH
3 Alphabet Inc. Class A GOOGL 02079K305 $5.2K 3.69% 14,523 SH
4 Enterprise Prods Part LP EPD 293792107 $4.7K 3.38% 129,094 SH
5 Energy Transfer Partn LP ET 29273V100 $4.5K 3.20% 235,529 SH
6 TXO Partners LP TXO 87313P103 $4.5K 3.18% 357,507 SH
7 Howard Hughes Holdings Inc HHH 44267T102 $4.3K 3.04% 59,839 SH
8 Mach Natural Resource LP MNR 55445L100 $3.1K 2.18% 242,399 SH
9 Berkshire Hathaway Class B BRK.B 084670702 $2.9K 2.08% 5,833 SH
10 Eog Resources Inc EOG 26875P101 $2.6K 1.88% 20,382 SH
11 Alphabet Inc. Class C GOOG 02079K107 $2.4K 1.73% 6,867 SH
12 Taiwan Semiconductr F Sponsored ADR TSM 874039100 $2.4K 1.68% 4,943 SH
13 SPDR Gold Shares ETF GLD 78463V107 $2.1K 1.49% 5,696 SH
14 SPDR S&P 500 ETF SPY 78462F103 $2.0K 1.43% 2,699 SH
15 Northern Oil And Gas NOG 665531307 $2.0K 1.43% 110,461 SH
16 Goldman Sachs Group GS 38141G104 $2.0K 1.42% 1,978 SH
17 Chevron Corp CVX 166764100 $2.0K 1.42% 12,030 SH
18 Novagold Res Inc F NG 66987E206 $2.0K 1.39% 327,954 SH
19 Palantir Technologies In Class A PLTR 69608A108 $2.0K 1.39% 16,762 SH
20 Microsoft Corp MSFT 594918104 $1.9K 1.39% 5,223 SH
21 Intel Corp INTC 458140100 $1.9K 1.38% 13,892 SH
22 Texas Instruments TXN 882508104 $1.9K 1.34% 6,301 SH
23 Nvidia Corp NVDA 67066G104 $1.8K 1.29% 9,067 SH
24 Johnson & Johnson JNJ 478160104 $1.8K 1.28% 7,063 SH
25 WalMart Inc WMT 931142103 $1.8K 1.28% 15,839 SH
26 Honeywell Intl Inc HON 438516205 $1.7K 1.19% 7,492 SH
27 Plains GP HLDGS PAGP 72651A207 $1.7K 1.19% 68,848 SH
28 Honeywell Aerospace Inc HONA 43849R105 $1.7K 1.18% 7,492 SH
29 iShares Russell 1000 Growth ETF IWF 464287614 $1.4K 1.02% 11,598 SH
30 Bank Of America Corp BAC 060505104 $1.4K 1.00% 24,779 SH
31 Agnico Eagle Mines F AEM 008474108 $1.1K 0.80% 7,240 SH
32 Amazon.Com Inc Forward Split AMZN 023135106 $1.1K 0.76% 4,510 SH
33 Leidos HLDGS Inc LDOS 525327102 $1.0K 0.74% 10,155 SH
34 Analog Devices Inc ADI 032654105 $1.0K 0.71% 2,523 SH
35 Shell PLC F Unsponsored ADR SHEL 780259305 $984 0.70% 12,688 SH
36 JPMorgan Chase & Co JPM 46625H100 $932 0.66% 2,846 SH
37 Strive 500 ETF STXF 02072L680 $924 0.66% 19,135 SH
38 Invsc QQQ Trust SRS 1 ETF QQQ 46090E103 $906 0.64% 1,231 SH
39 Cisco Systems Inc CSCO 17275R102 $871 0.62% 7,413 SH
40 Westrn Asst High Incm Op HIO 95766K109 $848 0.60% 233,058 SH
41 Manhattan Associates Inc MANH 562750109 $843 0.60% 6,054 SH
42 Halliburton Co HLDG HAL 406216101 $839 0.60% 24,718 SH
43 Robinhood MKTS Inc Class Class A HOOD 770700102 $832 0.59% 8,292 SH
44 Blackstone Inc BX 09260D107 $772 0.55% 6,560 SH
45 Berkshire Hathaway Inc Class A BRK.A 084670108 $749 0.53% 1 SH
46 Wells Fargo & Co WFC 949746101 $742 0.53% 8,976 SH
47 Abbvie Inc ABBV 00287Y109 $709 0.50% 2,819 SH
48 Kinder Morgan Inc KMI 49456B101 $662 0.47% 20,710 SH
49 GE Vernova Inc GEV 36828A101 $604 0.43% 514 SH
50 Plains All American P LP PAA 726503105 $601 0.43% 27,017 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-18 $140.6K 564 0001094584-26-000004
2026-06-30 2026-08-11 $137.6K 480 0001094584-26-000003
2026-03-31 2026-05-15 $141.4K 504 0001094584-26-000002
2025-12-31 2026-02-13 $142.6K 501 0001094584-26-000001
2025-09-30 2025-11-17 $140.1M 498 0001094584-25-000005