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Pin Oak Investment Advisors INC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1094584) · Explore on the interactive board

Pin Oak Investment Advisors INC disclosed 563 US equity positions worth $140.6m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 18, 2026). Its largest position is KRP at 6.0% of the reported book, followed by AAPL, GOOGL. The top ten holdings are 34.3% of the book, and the portfolio behaves like about 54 equal-weight positions. Versus the prior filing it opened 102 new positions, added to 127, reduced 45 and exited 25. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$140.6mreported US equity book
563positions
6.0%largest position
34.3%top 10 weight
53.98effective positions (1/HHI)
2quarters on file since Q1 2026

What does Pin Oak Investment Advisors INC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 102 new, 127 added, 45 reduced, 25 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 KRP Kimbell Royalty Partners LP 6.0%$8.4m580,303 0% held
2 AAPL Apple Inc Technology 5.7%$8.0m27,680 0% held
3 GOOGL Alphabet Inc. Class A Communication Services 3.7%$5.2m14,523 0% held
4 EPD Enterprise Prods Part LP Energy 3.4%$4.7m129,094 -3% reduced
5 ET Energy Transfer Partn LP Energy 3.2%$4.5m235,529 -0% held
6 TXO Partners LP 3.2%$4.5m357,507 -1% reduced
7 HHH Howard Hughes Holdings Inc Real Estate 3.0%$4.3m59,839 -2% reduced
8 Mach Natural Resource LP 2.2%$3.1m242,399 1% added
9 BRK/B Berkshire Hathaway Class B 2.1%$2.9m5,833 12% added
10 EOG Eog Resources Inc Energy 1.9%$2.6m20,382 -7% reduced
11 GOOG Alphabet Inc. Class C Communication Services 1.7%$2.4m6,867 4% added
12 TSM Taiwan Semiconductr F Sponsored ADR Technology 1.7%$2.4m4,943 9% added
13 GLD SPDR Gold Shares ETF 1.5%$2.1m5,696 0% held
14 SPY SPDR S&P 500 ETF 1.4%$2.0m2,699 -3% reduced
15 NOG Northern Oil And Gas Energy 1.4%$2.0m110,461 1% added
16 GS Goldman Sachs Group Financial Services 1.4%$2.0m1,978 -4% reduced
17 CVX Chevron Corp Energy 1.4%$2.0m12,030 -2% reduced
18 NG Novagold Res Inc F Basic Materials 1.4%$2.0m327,954 1% added
19 PLTR Palantir Technologies In Class A Technology 1.4%$2.0m16,762 -1% reduced
20 MSFT Microsoft Corp Technology 1.4%$1.9m5,223 1% added
21 INTC Intel Corp Technology 1.4%$1.9m13,892 0% held
22 TXN Texas Instruments Technology 1.3%$1.9m6,301 0% held
23 NVDA Nvidia Corp Technology 1.3%$1.8m9,067 3% added
24 JNJ Johnson & Johnson Healthcare 1.3%$1.8m7,063 0% held
25 WMT WalMart Inc Consumer Defensive 1.3%$1.8m15,839 -2% reduced
26 HON Honeywell Intl Inc Industrials 1.2%$1.7m7,492 new
27 PAGPEUR Plains GP HLDGS 1.2%$1.7m68,848 -0% held
28 HONA Honeywell Aerospace Inc Industrials 1.2%$1.7m7,492 new
29 IWF iShares Russell 1000 Growth ETF 1.0%$1.4m11,598 415% added
30 BAC Bank Of America Corp Financial Services 1.0%$1.4m24,779 0% held
31 AEM Agnico Eagle Mines F Basic Materials 0.8%$1.1m7,240 0% held
32 AMZN Amazon.Com Inc Forward Split Consumer Cyclical 0.8%$1.1m4,510 1% added
33 LDOS Leidos HLDGS Inc Technology 0.7%$1.0m10,155 -1% reduced
34 ADI Analog Devices Inc Technology 0.7%$1.0m2,523 0% held
35 SHEL Shell PLC F Unsponsored ADR Energy 0.7%$984.0k12,688 0% held
36 JPM JPMorgan Chase & Co Financial Services 0.7%$932.0k2,846 1% added
37 Strive 500 ETF 0.7%$924.0k19,135 0% held
38 QQQ Invsc QQQ Trust SRS 1 ETF 0.6%$906.0k1,231 0% held
39 CSCO Cisco Systems Inc Technology 0.6%$871.0k7,413 -3% reduced
40 Westrn Asst High Incm Op 0.6%$848.0k233,058 0% held
41 MANH Manhattan Associates Inc Technology 0.6%$843.0k6,054 -12% reduced
42 HAL Halliburton Co HLDG Energy 0.6%$839.0k24,718 0% held
43 HOOD Robinhood MKTS Inc Class Class A Financial Services 0.6%$832.0k8,292 2% added
44 BX Blackstone Inc Financial Services 0.5%$772.0k6,560 0% held
45 BRK/A Berkshire Hathaway Inc Class A 0.5%$749.0k1 0% held
46 WFC Wells Fargo & Co Financial Services 0.5%$742.0k8,976 -21% reduced
47 ABBV Abbvie Inc Healthcare 0.5%$709.0k2,819 0% held
48 KMI Kinder Morgan Inc Energy 0.5%$662.0k20,710 -4% reduced
49 GEV GE Vernova Inc Industrials 0.4%$604.0k514 6% added
50 PAA Plains All American P LP Energy 0.4%$601.0k27,017 2% added

What did Pin Oak Investment Advisors INC sell? Positions exited since the previous filing

StockPrior weightPrior value
EXMOC Exxon Mobil Corp54.4%$5.9m
HONGBP Honeywell Intl Inc31.3%$3.4m
Smith Intl Inc6.9%$753.0k
MFS Intermediate High Income Fund2.6%$278.0k
JEPQ J P Morgan Nasdaq EQT PRM Inc ETF IV0.7%$79.0k
DPST Direxion Daily Reg BKS Bull 3X Shares0.4%$39.0k
WEAT Teucrium Commodity TR Wheat FD New0.3%$33.0k
JEPI JPMorgan Equity Premium Income ETF0.3%$31.0k
NBR Nabors Industries LTD F0.3%$30.0k
Applera Appld Biosys0.3%$30.0k
ATO Atmos Energy Corp0.3%$28.0k
QQQI Neos Nasdaq 100 High Income ETF0.2%$27.0k
TAN Invesco Solar0.2%$22.0k
ITA iShares U.S. Aerospace & Defense ETF0.2%$22.0k
Amplify CWP Growth And Incm ETF0.2%$21.0k
DHR Danaher Corp0.2%$21.0k
SPYI Neos S And P 500 High Income ETF0.2%$19.0k
Kurv Technology Titans Select ETF0.1%$13.0k
Pennantpark Invt Corp0.1%$13.0k
EBAY eBay Inc0.1%$11.0k
Invesco Municipal Trust0.1%$11.0k
Kurv High Income ETF0.1%$11.0k
Guggenheim Strategic Opp0.1%$10.0k
Pennantpark Cap LTD0.1%$9.0k
ICHR Ichor HLDGS LTD F0.1%$7.0k

Sector mix

SectorWeight
Technology19.1%
Energy15.7%
Financial Services7.3%
Communication Services6.7%
Industrials5.9%
Healthcare3.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 2026564$140.6m
Q1 2026504$141.4m

How concentrated is Pin Oak Investment Advisors INC's portfolio?

Across every quarter Pin Oak Investment Advisors INC has filed, its median largest position is 6.0% of the book and its median top-ten weight is 34.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 35.0 completed holding spells, the median lasted 1.0 quarters; 563.0 positions are still open and their final length is unknown.