PIN OAK INVESTMENT ADVISORS INC — 13F Holdings & Portfolio

CIK 1094584 · latest 13F-HR filed 2026-05-15

PIN OAK INVESTMENT ADVISORS INC manages $141.4K in 13F-reported U.S. long-equity assets across 504 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KRP (5.91%), AAPL (4.96%), XOM (4.18%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 13, added to 87, and trimmed 245.

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.

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AUM

$141.4K

Long-equity book

Holdings

504

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+15 / −13 / ↑87 / ↓245

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Leidos HLDGS Inc$1.5K +1043.9%
  • Eog Resources Inc$654 +26.1%
  • Exxon Mobil Corp$522 +9.7%
  • Northern Oil And Gas$425 +15.1%
  • Mach Natural Resource LP$383 +12.9%
Show all 87

Top Trims

  • Howard Hughes Holdings Inc-$1.2K -23.3%
  • iShares Russell 1000 Growth ETF-$706 -42.4%
  • Apple Inc-$675 -8.8%
  • Alphabet Inc. Class A-$533 -11.3%
  • SPDR S&P 500 ETF-$516 -22.2%
Show all 245

New Positions

  • Smith Intl Inc$753
  • Cheniere Energy Inc$121
  • Petroleo Brasileiro (PBR)$58
  • Lam Resh Corp$35
  • Nabors Industries LTD F$30
Show all 15

Exited Positions

  • iShares US Basic Materials ETF$44
  • Constellation Brand Class A$26
  • Auto Data Processing$22
  • Booking Holdings Inc$18
  • Venture Global Inc Class Class A$18
Show all 13
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 5.91% 577,807 SH
2 Apple Inc AAPL 037833100 $7.0K 4.96% 27,626 SH
3 Exxon Mobil Corp XOM 30231G102 $5.9K 4.18% 34,849 SH
4 Enterprise Prods Part LP EPD 293792107 $5.0K 3.55% 132,545 SH
5 Energy Transfer Partn LP ET 29273V100 $4.6K 3.23% 236,540 SH
6 TXO Partners LP TXO 87313P103 $4.5K 3.21% 360,533 SH
7 Alphabet Inc. Class A GOOGL 02079K305 $4.2K 2.95% 14,516 SH
8 Howard Hughes Holdings Inc HHH 44267T102 $3.9K 2.72% 60,900 SH
9 Honeywell Intl Inc HON 438516106 $3.4K 2.40% 15,038 SH
10 Mach Natural Resource LP MNR 55445L100 $3.4K 2.38% 240,057 SH
11 Northern Oil And Gas NOG 665531307 $3.2K 2.29% 109,108 SH
12 Eog Resources Inc EOG 26875P101 $3.2K 2.23% 21,835 SH
13 Novagold Res Inc F NG 66987E206 $2.9K 2.07% 326,150 SH
14 Chevron Corp CVX 166764100 $2.5K 1.80% 12,295 SH
15 Berkshire Hathaway Class B BRK.B 084670702 $2.5K 1.76% 5,204 SH
16 Palantir Technologies In Class A PLTR 69608A108 $2.5K 1.74% 16,857 SH
17 SPDR Gold Shares ETF GLD 78463V107 $2.5K 1.73% 5,696 SH
18 WalMart Inc WMT 931142103 $2.0K 1.42% 16,177 SH
19 Microsoft Corp MSFT 594918104 $1.9K 1.35% 5,160 SH
20 Alphabet Inc. Class C GOOG 02079K107 $1.9K 1.34% 6,594 SH
21 SPDR S&P 500 ETF SPY 78462F103 $1.8K 1.28% 2,770 SH
22 Goldman Sachs Group GS 38141G104 $1.7K 1.23% 2,052 SH
23 Johnson & Johnson JNJ 478160104 $1.7K 1.22% 7,062 SH
24 Plains GP HLDGS PAGP 72651A207 $1.7K 1.18% 68,910 SH
25 Leidos HLDGS Inc LDOS 525327102 $1.6K 1.12% 10,225 SH
26 Nvidia Corp NVDA 67066G104 $1.5K 1.09% 8,845 SH
27 Taiwan Semiconductr F Sponsored ADR TSM 874039100 $1.5K 1.09% 4,533 SH
28 Agnico Eagle Mines F AEM 008474108 $1.5K 1.04% 7,240 SH
29 Texas Instruments TXN 882508104 $1.2K 0.86% 6,300 SH
30 Bank Of America Corp BAC 060505104 $1.2K 0.85% 24,729 SH
31 Shell PLC F Unsponsored ADR SHEL 780259305 $1.2K 0.83% 12,659 SH
32 Halliburton Co HLDG HAL 406216101 $963 0.68% 24,705 SH
33 iShares Russell 1000 Growth ETF IWF 464287614 $961 0.68% 2,254 SH
34 Amazon.Com Inc Forward Split AMZN 023135106 $926 0.65% 4,444 SH
35 Manhattan Associates Inc MANH 562750109 $916 0.65% 6,878 SH
36 Wells Fargo & Co WFC 949746101 $899 0.64% 11,297 SH
37 Westrn Asst High Incm Op HIO 95766K109 $846 0.60% 233,058 SH
38 JPMorgan Chase & Co JPM 46625H100 $831 0.59% 2,826 SH
39 Strive 500 ETF STRV 02072L680 $803 0.57% 19,135 SH
40 Analog Devices Inc ADI 032654105 $802 0.57% 2,521 SH
41 Blackstone Inc BX 09260D107 $754 0.53% 6,557 SH
42 Smith Intl Inc 832110100 $753 0.53% 5,266 SH
43 Kinder Morgan Inc KMI 49456B101 $726 0.51% 21,638 SH
44 Berkshire Hathaway Inc Class A BRK.A 084670108 $718 0.51% 1 SH
45 Invsc QQQ Trust SRS 1 ETF QQQ 46090E103 $710 0.50% 1,231 SH
46 Pfizer Inc PFE 717081103 $681 0.48% 24,236 SH
47 Conocophillips COP 20825C104 $663 0.47% 5,021 SH
48 Abbvie Inc ABBV 00287Y109 $612 0.43% 2,815 SH
49 Intel Corp INTC 458140100 $612 0.43% 13,876 SH
50 Cisco Systems Inc CSCO 17275R102 $590 0.42% 7,607 SH
Filing History
Period Filed AUM Holdings Accession
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