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PIN OAK INVESTMENT ADVISORS INC

Q2 2025 · Filed 2025-08-11
Market Value
$114M
-10.2%
Holdings
466
+1
New Purchases
35
Added To
52
Closed
35
Reduced
89
Top 10 Concentration
41.8%
Turnover
15.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRP 7.53% 6.79% +0.74% $9M
BRK-A 0.70% 0.00% +0.70% $798K
TXO 4.62% 4.15% +0.48% $5M
EPD 4.45% 3.99% +0.46% $5M
XOM 4.16% 3.72% +0.44% $5M
ET 3.93% 3.55% +0.38% $4M
HHH 3.77% 3.40% +0.37% $4M
NOG 2.93% 2.62% +0.31% $3M
EOG 2.61% 2.31% +0.30% $3M
BRK-B 2.23% 1.98% +0.25% $3M
GBIL 0.24% 0.00% +0.24% $275K
SPY 2.01% 1.79% +0.22% $2M
GOOGL 1.93% 1.73% +0.20% $2M
GLD 1.69% 1.49% +0.19% $2M
CVX 1.83% 1.67% +0.17% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRM 0.04% 2.60% -2.56% $44K
AAPL 5.61% 8.14% -2.52% $6M
MCD 0.06% 2.03% -1.96% $70K
MSFT 1.32% 2.92% -1.60% $2M
RCL 0.02% 0.62% -0.60% $20K
MOS 0.01% 0.27% -0.26% $8K
UNH 0.16% 0.41% -0.25% $179K
TSLA 0.02% 0.22% -0.21% $19K
HD 0.21% 0.36% -0.15% $242K
MMM 0.07% 0.17% -0.11% $75K
CAT 0.10% 0.17% -0.08% $109K
TRV 0.23% 0.28% -0.04% $263K
XYL 0.00% 0.02% -0.02% $0
PG 0.16% 0.18% -0.02% $182K
BA 0.27% 0.29% -0.02% $306K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $43M 37.8%
Large Cap 268 $38M 33.1%
Mid Cap 61 $14M 12.0%
Small Cap 50 $19M 16.8%
Micro Cap 20 $359K 0.3%

Portfolio Analytics

Avg Market Cap
$162.8B
Median Market Cap
$34.6B
Avg P/E
32.6
Median P/E
22.2
Avg Dividend Yield
0.03%
Avg Beta
0.89
# Stocks
326
# ETFs / Funds
140

Top Holdings (466 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KRP 7.53% 612,915 $9M $14.00 -$44K +4,701 +0.8%
2 AAPL 5.61% 28,806 $6M $222.11 -$4M -19,068 -39.8%
3 TXO 4.62% 274,978 $5M $19.16 $2K -8,780 -3.1%
4 EPD 4.45% 148,698 $5M $34.14 $8K +1,473 +1.0%
5 XOM 4.16% 39,818 $5M $118.92 $18K +3,375 +9.3%
6 ET 3.93% 240,894 $4M $18.59 -$29K -1,954 -0.8%
7 HHH 3.77% 58,027 $4M $74.07 -$18K +5,292 +10.0%
8 NOG 2.93% 110,491 $3M $30.23 $9K -1,470 -1.3%
9 EOG 2.61% 23,169 $3M $128.23 $38K -15 -0.1%
10 BRK-B 2.23% 4,769 $3M $532.40 $29K -157 -3.2%
11 SPY 2.01% 4,096 $2M $559.33 $15K -60 -1.4%
12 GOOGL 1.93% 14,251 $2M $154.59 $4K -120 -0.8%
13 CVX 1.83% 12,497 $2M $167.24 -$26K -242 -1.9%
14 GLD 1.69% 6,669 $2M $288.05 $27K +328 +5.2%
15 PLTR 1.54% 20,790 $2M $84.37 -$39K +1,334 +6.9%
16 PAGP 1.53% 81,740 $2M $21.35 -$13K -2,039 -2.4%
17 MSFT 1.32% 4,004 $2M $375.37 -$2M -5,915 -59.6%
18 WMT 1.27% 16,537 $1M $87.74 -$29K -100 -0.6%
19 IWF 1.20% 3,799 $1M $360.88 $1K -367 -8.8%
20 JNJ 1.15% 7,919 $1M $165.80 -$29K +280 +3.7%
21 AR 1.12% 31,603 $1M $40.44 $24K -553 -1.7%
22 TXN 1.01% 6,397 $1M $179.62 $21K +6,020 +1596.8%
23 GOOG 1.00% 7,293 $1M $156.18 $1K +27 +0.4%
24 BAC 0.91% 24,871 $1M $41.70 -$31K -1,525 -5.8%
25 AMZN 0.85% 5,103 $970K $190.08 -$18K +210 +4.3%
26 XYLD 0.85% 24,550 $969K $39.47 $5K
27 HIO 0.81% 232,328 $924K $3.98 -$8K
28 SHEL 0.79% 12,258 $898K $73.26 $6K
29 IJH 0.72% 14,059 $820K $58.33 $2K +13,250 +1637.8%
30 STRV 0.71% 22,581 $814K $36.05 $6K +2,747 +13.8%
31 MANH 0.71% 4,692 $811K $172.85 -$3K +4,517 +2581.1%
32 BRK-A 0.70% 1 $798K $798,000.00 +1 NEW
33 NVDA 0.67% 7,087 $768K $108.37 -$31K -1,607 -18.5%
34 SIRI 0.65% 32,652 $736K $22.54 -$7K -1,463 -4.3%
35 QQQ 0.61% 1,484 $696K $469.00 +171 +13.0%
36 JPM 0.61% 2,814 $690K $245.20 -$91K -252 -8.2%
37 PFE 0.59% 26,372 $668K $25.33 -$23K -906 -3.3%
38 AEM 0.57% 6,032 $653K $108.26 $5K
39 WFC 0.56% 8,829 $633K $71.70 $9K
40 HAL 0.55% 24,705 $626K $25.34 $7K
41 ABBV 0.52% 2,804 $587K $209.34 $11K -125 -4.3%
42 LOW 0.50% 2,457 $573K $233.21 $12K +50 +2.1%
43 EVV 0.49% 55,807 $556K $9.96 -$4K -626 -1.1%
44 OXY 0.47% 10,865 $536K $49.33 $5K +106 +1.0%
45 ACP 0.47% 90,632 $533K $5.88 -$3K -1,107 -1.2%
46 COP 0.47% 5,084 $533K $104.84 $13K -127 -2.4%
47 BTZ 0.47% 49,680 $532K $10.71 $1K -483 -1.0%
48 DSL 0.47% 42,065 $530K $12.60 $3K
49 CPT 0.46% 4,323 $528K $122.14 -$1K -66 -1.5%
50 ADI 0.46% 2,605 $525K $201.54
51 CSCO 0.43% 8,015 $494K $61.63 -$37K -710 -8.1%
52 MRK 0.41% 5,171 $464K $89.73 $3K +1,506 +41.1%
53 LLYVK 0.38% 6,346 $432K $68.07 $7K -437 -6.4%
54 ABT 0.37% 3,158 $418K $132.36 $5K
55 DVN 0.36% 10,968 $410K $37.38 $7K -3,174 -22.4%
56 VZ 0.36% 9,004 $408K $45.31 -$21K +5,719 +174.1%
57 GS 0.35% 733 $400K $545.70 $2K -80 -9.8%
58 AMP 0.33% 788 $381K $483.50 $1K
59 PPT 0.33% 103,320 $372K $3.60
60 GT 0.31% 38,200 $352K $9.21 $16K +150 +0.4%
61 IVV 0.30% 616 $346K $561.69 $2K -227 -26.9%
62 INTC 0.30% 15,019 $341K $22.70 -$20K -442 -2.9%
63 META 0.30% 587 $338K $575.81 -$1K +4 +0.7%
64 RTX 0.30% 2,547 $337K $132.31 $2K -225 -8.1%
65 VEA 0.27% 6,170 $313K $50.73 -$3K +19 +0.3%
66 BA 0.27% 1,800 $306K $170.00 -$61K -319 -15.1%
67 T 0.26% 10,599 $299K $28.21 -$17K -898 -7.8%
68 BLK 0.26% 315 $298K $946.03
69 PAA 0.25% 14,300 $286K $20.00 -$3K +3,000 +26.6%
70 ORCL 0.25% 2,009 $280K $139.37 -$3K +169 +9.2%
71 GBIL 0.24% 2,750 $275K $100.00 +2,750 NEW
72 IAU 0.24% 4,636 $273K $58.89 $4K
73 MPC 0.23% 1,837 $267K $145.35 $2K
74 TRV 0.23% 997 $263K $263.79 -$87K -341 -25.5%
75 V 0.23% 737 $258K $350.07 $5K -94 -11.3%
76 KYN 0.23% 20,175 $258K $12.79 -$3K -1,790 -8.2%
77 HD 0.21% 661 $242K $366.11 -$220K -736 -52.7%
78 GE 0.21% 1,185 $237K $200.00 -126 -9.6%
79 VIG 0.20% 1,205 $233K $193.36 $2K
80 MSTR 0.20% 791 $228K $288.24 -$1K +223 +39.3%
81 DIS 0.20% 2,310 $227K $98.27 -$19K +100 +4.5%
82 GD 0.20% 830 $226K $272.29 $3K
83 HON 0.20% 1,070 $226K $211.21 $1K +69 +6.9%
84 VTI 0.19% 799 $219K $274.09 $1K
85 KO 0.19% 3,032 $217K $71.57 -$40K -1,366 -31.1%
86 DE 0.19% 450 $211K $468.89 $2K
87 BP 0.19% 6,267 $211K $33.67 -$1K -400 -6.0%
88 VLO 0.18% 1,583 $209K $132.03 $1K -1 -0.1%
89 XLK 0.18% 986 $203K $205.88
90 MA 0.17% 351 $192K $547.01 $2K
91 IWD 0.16% 1,003 $188K $187.44 $1K -245 -19.6%
92 SCHX 0.16% 8,457 $186K $21.99 +2,457 +41.0%
93 BN 0.16% 3,549 $186K $52.41 $2K
94 PM 0.16% 1,175 $186K $158.30 $4K
95 PG 0.16% 1,071 $182K $169.93 -$47K -226 -17.4%
96 NOC 0.16% 352 $180K $511.36
97 UNH 0.16% 342 $179K $523.39 -$338K -660 -65.9%
98 LIFWW 0.15% 56,901,061 $176K -$6K -368,010 -0.6%
99 TDOC 0.15% 21,928 $174K $7.94 -$3K
100 PEP 0.15% 1,119 $167K $149.24

New Positions

SymbolValue% Port
BRK-A $798K 0.70%
GBIL $275K 0.24%
SCHI $88K 0.08%
VMBS $76K 0.07%
FNDX $68K 0.06%
AON $64K 0.06%
SCHR $62K 0.05%
VTEB $55K 0.05%
FNDA $43K 0.04%
FNDE $42K 0.04%
LNG $34K 0.03%
SCHE $29K 0.03%
VBR $24K 0.02%
ASML $24K 0.02%
SCHF $24K 0.02%

Sold Out Positions

SymbolValue% Port
BMY —%
ALLE —%
SGOV —%
KD —%
BR —%
VRT —%
EL —%
XYL —%
GPIX —%
HAS —%
ILMN —%
FANG —%
CBSH —%
QQQT —%
AMZY —%
View SEC EDGAR Filings for PIN OAK INVESTMENT ADVISORS INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms