Fund Holdings — PIN OAK INVESTMENT ADVISORS INC

Total Portfolio Value
$140.06M
Total Bought
$79.78M
Total Sold
$42.55M
Net Transaction
+$37.22M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Kimbell Royalty Partners LP(KRP)612,915618,128+5,21398,3395.95%+8,330
Apple Inc(AAPL)28,80628,651-15567,2955.21%+7,289
TXO Partners LP(TXO)274,978382,702+107,72455,3773.84%+5,372
Howard Hughes Holdings Inc(HHH)58,02762,062+4,03545,1003.64%+5,095
Energy Transfer Partn LP(ET)240,894255,682+14,78844,3883.13%+4,383
Enterprise Prods Part LP(EPD)148,698139,411-9,28754,3593.11%+4,354
Exxon Mobil Corp39,81836,497-3,32154,1152.94%+4,110
Palantir Technologies In Class A(PLTR)20,79022,391+1,60124,0852.92%+4,083
Alphabet Inc. Class A(GOOG)14,25114,840+58923,6082.58%+3,605
Northern Oil And Gas(NOG)110,491132,321+21,83033,3412.39%+3,338
Mach Natural Resource LP(MNR)217,499236,702+19,20333,1202.23%+3,116
Honeywell Intl Inc(HON)1,07014,798+13,72803,1152.22%+3,115
Novagold Res Inc F38,195325,613+287,41802,8652.05%+2,865
SPDR S&P 500 ETF(SPY)4,0964,163+6722,7811.99%+2,779
Berkshire Hathaway Class B4,7695,203+43432,6161.87%+2,613
Eog Resources Inc(EOG)23,16922,869-30032,5641.83%+2,561
SPDR Gold Shares ETF(GLD)6,6696,292-37722,2371.60%+2,235
Microsoft Corp(MSFT)4,0044,113+10922,1301.52%+2,129
Chevron Corp(CVX)12,49712,397-10021,9251.37%+1,923
iShares Russell 1000 Growth ETF3,7993,803+411,7811.27%+1,780
Goldman Sachs Group(GS)7332,137+1,40401,7021.22%+1,701
Nvidia Corp(NVDA)7,0879,043+1,95611,6871.20%+1,687
WalMart Inc(WMT)16,53716,231-30611,6731.19%+1,671
Alphabet Inc. Class C(GOOG)7,2936,832-46111,6641.19%+1,663
Plains GP HLDGS(PAGP)81,74083,615+1,87521,5251.09%+1,523
Manhattan Associates Inc(MANH)4,6927,051+2,35911,4451.03%+1,445
Johnson & Johnson(JNJ)7,9197,354-56511,3640.97%+1,362
Taiwan Semiconductr F Sponsored ADR(TSM)2674,763+4,49601,3340.95%+1,334
Bank Of America Corp24,87124,296-57511,2530.89%+1,252
Texas Instruments(TXN)6,3976,335-6211,1640.83%+1,163
Strive 500 ETF
STRIVE 500 ETF
22,58125,971+3,39011,1220.80%+1,121
Blackstone Inc(BX)1686,169+6,00101,0540.75%+1,054
Amazon.Com Inc Forward Split(AMZN)5,1034,634-46911,0170.73%+1,017
Agnico Eagle Mines F(AEM)6,0326,032011,0170.73%+1,016
JPMorgan Chase & Co(JPM)2,8143,028+21419550.68%+954
Wells Fargo & Co(WFC)8,82911,350+2,52119510.68%+951
Invsc QQQ Trust SRS 1 ETF1,4841,533+4919220.66%+921
Shell PLC F Unsponsored ADR(SHEL)12,25812,874+61619210.66%+920
Antero Resources Cor(AR)31,60326,950-4,65319040.65%+903
Westrn Asst High Incm Op(HIO)232,328232,628+30019020.64%+901
Berkshire Hathaway Inc Class A11017540.54%+753
Abbvie Inc(ABBV)2,8042,950+14616830.49%+683
Siriusxm HLDGS Inc(SIRI)32,65227,977-4,67516510.46%+650
iShares Silver Trust ETF(SLV)015,024+15,02406370.45%+637
Analog Devices Inc(ADI)2,6052,521-8416190.44%+619
Eaton Vance Limited Dura
COM
55,80761,008+5,20116190.44%+619
Pfizer Inc(PFE)26,37224,007-2,36516120.44%+611
Halliburton Co HLDG(HAL)24,70524,705016080.43%+607
Lowes Companies Inc(LOW)2,4572,412-4516060.43%+606
Putnam Premier Income CF(PPT)103,320160,370+57,05005920.42%+591
Oracle Corp(ORCL)2,0092,090+8105880.42%+588
Travelers(TRV)9972,016+1,01905630.40%+563
Goodyear Tire Rubber(GT)38,20073,990+35,79005530.40%+553
BlackRock Credit Allocat49,68049,680015490.39%+548
Doubleline Income Soluti(DSL)42,06543,140+1,07515300.38%+529
Cisco Systems Inc(CSCO)8,0157,607-40805200.37%+520
Aberdeen Income Credit Strategies Fund90,63287,926-2,70615100.36%+509
Liberty Live Group6,3465,093-1,25304940.35%+493
Occidental Petrol Co(OXY)10,86510,168-69714830.34%+482
Conocophillips(COP)5,0845,084014810.34%+480
Plains All American P LP(PAA)14,30027,596+13,29604710.34%+471
Intel Corp(INTC)15,01914,032-98704710.34%+470
Camden Property TR REIT(CPT)4,3234,323014660.33%+466
Meta Platforms Inc Class A(META)587593+604350.31%+435
Raytheon Technologies Co(RTX)2,5472,547004260.30%+426
iShares Core S&P 500 ETF616616004120.29%+412
Kinder Morgan Inc(KMI)5,14214,338+9,19604060.29%+406
Microstrategy Inc Class A(MSTR)7911,203+41203880.28%+387
Boeing Co(BA)1,8001,735-6503740.27%+374
BlackRock Inc New(BLK)315315003670.26%+367
Ameriprise Finl(AMP)788746-4203660.26%+366
Vanguard FTSE Developed Markets ETF6,1705,961-20903570.26%+357
General Electric Co(GE)1,1851,185003570.25%+357
Abbott Laboratories3,1582,651-50703550.25%+355
Marathon Pete Corp(MPC)1,8371,837003540.25%+354
iShares Gold ETF(IAU)4,6364,636003370.24%+337
A T & T Inc(T)10,59910,866+26703070.22%+307
Merck & Co. Inc.(MRK)5,1713,571-1,60003030.22%+302
Lockheed Martin Corp(LMT)221601+38003000.21%+300
GE Vernova Inc(GEV)483483002970.21%+297
MFS Intermediate High Income Fund79,900165,900+86,00002930.21%+293
General Dynamics Co(GD)830830002830.20%+283
Technology Select Sector SPDR ETF
ST STR TECHN ETF
986986002780.20%+278
Goldman Sachs Access Treasury 0-1 YR ETF2,7502,750002760.20%+275
Valero Energy Corp(VLO)1,5831,584+102700.19%+269
Home Depot Inc(HD)661661002680.19%+268
Liberty Media Corp2,8262,810-1602650.19%+265
Walt Disney Co(DIS)2,3102,310002640.19%+264
Vanguard Total Stock Market ETF799799002630.19%+263
Vanguard Dividend Appreciation ETF1,2051,205002610.19%+261
Tesla Motors(TSLA)74579+50502570.18%+257
Kayne Anderson Energy In(KYN)20,17520,770+59502570.18%+257
Brookfield Corp F Class A(BN)3,5493,549002430.17%+243
Visa Inc Class A(V)737668-6902280.16%+228
America Movil Sab F Sponsored ADR(AMX)10,85010,850002280.16%+228
Schwab US Large Cap ETF8,4578,457002230.16%+223
Devon Energy Corp(DVN)10,9686,145-4,82302150.15%+215
Northrop Grumman(NOC)352352002140.15%+214
Procter & Gamble(PG)1,0711,372+30102110.15%+211
Deere & Co(DE)450450002060.15%+206
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PIN OAK INVESTMENT ADVISORS INC — 13F Holdings — Q3 2025 | TickerTrail