PIN OAK INVESTMENT ADVISORS INC
CIK 1094584 · Holdings on Mar 31, 2025 · First reported May 7, 2025
Top ten holdings
Q1 2025- AAPL7.87%
- KRP6.57%
- TXO4.01%
- EPD3.86%
- EXMOC3.60%
- ET3.44%
- HHH3.29%
- MSFT2.82%
- MNR2.55%
- NOG2.54%
Share classes counted separately40.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CRMWeight increased · +2.47 pp0.04% → 2.51%Shares +12.04K (+7209.58%)
- KRPWeight decreased · -2.37 pp8.94% → 6.57%Shares -2.77K (-0.45%)
- MCDWeight increased · +1.89 pp0.07% → 1.96%Shares +8.13K (+3263.05%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $10.33M | 7.87% | 47.87K shares | 6.23% → 7.87%+1.64 pp +18.45K (+62.71%) | Added | ↗▾ |
| 02 | KRPKIMBELL ROYALTY PARTNERS LPLTD PARTN View history and evidence | $8.62M | 6.57% | 608.21K shares | 8.94% → 6.57%-2.37 pp -2.77K (-0.45%) | Reduced | ↗▾ |
| 03 | TXOTXO PARTNERS LPLP View history and evidence | $5.27M | 4.01% | 283.76K shares | 5.25% → 4.01%-1.24 pp -8.12K (-2.78%) | Reduced | ↗▾ |
| 04 | EPDENTERPRISE PRODUCTS PARTNERSLTD PARTN View history and evidence | $5.07M | 3.86% | 147.22K shares | 3.92% → 3.86%-0.06 pp -1.07K (-0.72%) | Reduced | ↗▾ |
| 05 | EXMOCEXXON MOBIL CORP View history and evidence | $4.72M | 3.60% | 36.44K shares | 3.84% → 3.60%-0.24 pp +412 (+1.14%) | Added | ↗▾ |
| 06 | ETENERGY TRANSFER LP View history and evidence | $4.51M | 3.44% | 242.85K shares | 3.51% → 3.44%-0.07 pp +2.18K (+0.91%) | Added | ↗▾ |
| 07 | HHHHOWARD HUGHES HOLDINGS INC View history and evidence | $4.32M | 3.29% | 52.73K shares | 3.74% → 3.29%-0.45 pp -400 (-0.75%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $3.71M | 2.82% | 9.92K shares | 1.64% → 2.82%+1.18 pp +5.72K (+136.34%) | Added | ↗▾ |
| 09 | MNRMACH NATURAL RESOURCES LPLTD PARTN View history and evidence | $3.35M | 2.55% | 211.24K shares | Prior unavailable +211.24K | New | ↗▾ |
| 10 | NOGNORTHERN OIL AND GAS INC View history and evidence | $3.33M | 2.54% | 111.96K shares | 3.62% → 2.54%-1.08 pp -407 (-0.36%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 35
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| OKE ONEOK INC | Non-derivative | -2,652 | -$242.00K | SEC filing ↗ | SEC filing ↗ |
| LEGR FIRST TRUST INDXX INNOVATIVE | Non-derivative | -2,500 | -$118.00K | SEC filing ↗ | SEC filing ↗ |
| SWK STANLEY BLACK & DECKER INC | Non-derivative | -545 | -$60.00K | SEC filing ↗ | SEC filing ↗ |
3 / 35 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1094584 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 131179
}Research all 455 reported holdings.
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