Fund HoldingsPIN OAK INVESTMENT ADVISORS INC

Total Portfolio Value
$88.82M
Total Bought
$9.4K
Total Sold
$12.1K
Net Transaction
-$2.7K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Oneok Inc(OKE)024,989+24,989020.00%+2
Alphabet Inc. Class C(GOOG)06,929+6,929010.00%+1
Liberty Media Corp034,177+34,177010.00%+1
Kimbell Royalty Partners LP(KRP)634,150636,535+2,3859100.01%+1
Northern Oil And Gas(NOG)133,585133,570-15550.01%+1
Goodyear Tire Rubber(GT)038,720+38,720000.00%0
Energy Transfer Partn LP(ET)256,121257,371+1,250340.00%0
Liberty Media Corp013,305+13,305000.00%0
BlackRock Credit Allocat034,053+34,053000.00%0
Eog Resources Inc(EOG)23,65123,810+159330.00%0
Eaton Vance Limited Dura
COM
053,523+53,523000.00%0
First Trust High Income060,108+60,108010.00%+1
Liberty Media Corp08,523+8,523000.00%0
Westrn Asst High Incm Op(HIO)0213,232+213,232010.00%+1
MSP Recovery Inc 27 WTF Warrants Exp 05/20/2757,338,58259,369,491+2,030,909000.00%0
Exxon Mobil Corp020,640+20,640020.00%+2
Pfizer Inc(PFE)033,744+33,744010.00%+1
Halliburton Co HLDG(HAL)25,33025,3300110.00%0
America Movil Sab F Sponsored ADR(AMX)010,850+10,850000.00%0
Enterprise Prods Part LP(EPD)150,738151,788+1,050440.00%0
Chevron Corp(CVX)013,142+13,142020.00%+2
Plains GP HLDGS(PAGP)77,23577,635+400110.00%0
Pioneer Natural Res4,6754,6750110.00%0
Liberty Media Corp03,138+3,138000.00%0
Conocophillips(COP)4,2844,409+125010.00%0
MFS Intermediate High Income Fund053,600+53,600000.00%0
Antero Resources Cor(AR)034,663+34,663010.00%+1
Berkshire Hathaway Class B4,0704,173+103110.00%0
Marathon Pete Corp(MPC)01,837+1,837000.00%0
Air PDTS & Chemicals0199+199000.00%0
Energy Select Sector SPDR ETF
ST STR ENERG ETF
0858+858000.00%0
Shell PLC F Unsponsored ADR(SHEL)012,271+12,271010.00%+1
Tyler Technologies(TYL)0125+125000.00%0
Abbvie Inc(ABBV)03,149+3,149000.00%0
Novo-Nordisk As Vormal F Sponsored ADR(NVO)0526+526000.00%0
Occidental Petrol Co(OXY)06,950+6,950000.00%0
Interactive Brokers Class A(IBKR)014,665+14,665010.00%+1
Valero Energy Corp(VLO)01,584+1,584000.00%0
Novartis AG F Sponsored ADR(NVS)0310+310000.00%0
Fluor Corp(FLR)04,385+4,385000.00%0
Intel Corp(INTC)012,912+12,912000.00%0
BP PLC F Sponsored ADR(BP)07,057+7,057000.00%0
Teledyne Technologie(TDY)053+53000.00%0
Banco Bilbao Vizcaya A F Sponsored ADR(BBVA)02,339+2,339000.00%0
Amgen Inc.(AMGN)0391+391000.00%0
UnitedHealth Group(UNH)370386+16000.00%0
WalMart Inc(WMT)6,0666,0660110.00%0
NTNL Western Life Gro005 Class A037+37000.00%0
Phillips 66(PSX)0669+669000.00%0
Caterpillar(CAT)538539+1000.00%0
Starbucks Corp(SBUX)0754+754000.00%0
Check PT Software F
ORD
095+95000.00%0
Genmab A/S F Sponsored ADR(GMAB)0381+381000.00%0
Horizon Tech Fin01,903+1,903000.00%0
Northrop Grumman(NOC)287326+39000.00%0
Blackstone Inc(BX)0806+806000.00%0
Plains All American P LP(PAA)9,1709,1700000.00%0
Constellation Energy Cor(CEG)0564+564000.00%0
Fidelity High Dividend ETF0247+247000.00%0
Haleon PLC F Sponsored ADR(HLN)1,4062,480+1,074000.00%0
Regions Financial(RF)01,702+1,702000.00%0
JPMorgan Chase & Co(JPM)3,0693,132+63000.00%0
Kayne Anderson Energy In(KYN)027,667+27,667000.00%0
Adobe Inc(ADBE)3503500000.00%0
Meta Platforms Inc Class A(META)5285280000.00%0
Procter & Gamble(PG)01,363+1,363000.00%0
Enbridge Inc F(ENB)0865+865000.00%0
Insmed Inc(INSM)01,454+1,454000.00%0
Skyworks Solutions Inc(SWKS)0284+284000.00%0
Airbnb Inc Class A0511+511000.00%0
General Dynamics Co(GD)0804+804000.00%0
Rivian Automotive Inc Class A(RIVN)0200+200000.00%0
SPDR S&P Oil & Gas Expl & Prod ETF
SP O&G EXPL PRO
0271+271000.00%0
Coastal Finl Corp Wa8008000000.00%0
IBM Corp(IBM)0553+553000.00%0
iShares S&P Mid Cap 400 Value ETF042+42000.00%0
Salesforce(CRM)0513+513000.00%0
Veralto Corp(VLTO)046+46000.00%0
Jefferies Finl(JEF)0900+900000.00%0
Murphy USA Inc(MUSA)090+90000.00%0
Permian Resources Corp Class A(PR)0250+250000.00%0
Schlumberger LTD F(SLB)0265+265000.00%0
Targa Resources Corp(TRGP)0299+299000.00%0
WW Intl Inc0500+500000.00%0
Apa Corp(APA)0425+425000.00%0
Auto Data Processing094+94000.00%0
Constellation Brand Class A(STZ)0318+318000.00%0
Costco Wholesale Co(COST)0100+100000.00%0
Coterra Energy Inc01,080+1,080000.00%0
Global Partners LP LP(GLP)0420+420000.00%0
H & E Equipment Serv050+50000.00%0
Honeywell Intl Inc(HON)855968+113000.00%0
Markel Corp(MKL)016+16000.00%0
Murphy Oil Corp HLDG(MUR)0360+360000.00%0
Oshkosh Truck Corp(OSK)0152+152000.00%0
RPM Interntnl(RPM)0272+272000.00%0
Super Micro Computer(SMCI)1001000000.00%0
Tortoise Energy Infrastr(TYG)01,063+1,063000.00%0
Uber Technologies Inc(UBER)0671+671000.00%0
Williams Cos Inc(WMB)01,328+1,328000.00%0
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