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PIN OAK INVESTMENT ADVISORS INC13F | |
PIN OAK INVESTMENT ADVISORS INC | |
Last update 2025-05-07 | 455 Stocks (14 new) |
Value $131.00 Mil | Turnover 17 % |
PIN OAK INVESTMENT ADVISORS IN... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 47,874 | 10,330.0 | +62.71% | 7.870 | +3.03% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
KRP | Kimbell Royalty Partners LP | 608,214 | 8,620.0 | -0.45% | 6.560 | -0.04% | 0.650 | +20.71% | -5.50% | 1,344.0 | Oil & Gas | |
TXO | TXO Partners LP | 283,758 | 5,270.0 | -2.78% | 4.010 | -0.15% | 0.690 | -7.60% | -3.84% | 825.6 | Oil & Gas | |
EPD | Enterprise Products Partners LP | 147,225 | 5,070.0 | -0.72% | 3.860 | -0.03% | 0.010 | +4.42% | +3.85% | 68,320.4 | Oil & Gas | |
XOM | Exxon Mobil Corp | 36,443 | 4,720.0 | +1.14% | 3.590 | +0.04% | 0.000 | +3.33% | +4.06% | 473,758.6 | Oil & Gas | |
ET | Energy Transfer LP | 242,848 | 4,510.0 | +0.91% | 3.430 | +0.03% | 0.010 | +3.95% | -7.79% | 59,850.2 | Oil & Gas | |
HHH | Howard Hughes Holdings Inc | 52,735 | 4,320.0 | -0.75% | 3.290 | -0.03% | 0.090 | +4.99% | -8.72% | 4,170.0 | Real Estate | |
MSFT | Microsoft Corp | 9,919 | 3,710.0 | +136.34% | 2.820 | +1.63% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
MNR | Mach Natural Resources LP | 211,244 | 3,350.0 | New Holding | 2.550 | +2.55% | 0.180 | +16.91% | -4.07% | 1,785.7 | Oil & Gas | |
NOG | Northern Oil & Gas Inc | 111,961 | 3,330.0 | -0.36% | 2.540 | -0.01% | 0.110 | +21.67% | -22.15% | 2,770.6 | Oil & Gas |
PIN OAK INVESTMENT ADVISORS INC's Historical Top Holdings Breakdowns
PIN OAK INVESTMENT ADVISORS INC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +3.03% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Add 62.71% | 47,874 | 18,452 | |
MNR | Mach Natural Resources LP | 2025-03-31 | New Buy New Buy | +2.55% | 13.73 ($16.14) 18.3 | $15.09 | -6.51% | New holding | 211,244 | 211,244 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +2.48% | 268.36 ($311.03) 359.95 | $267.22 | -14.09% | Add 7209.58% | 12,207 | 12,040 | |
MCD | McDonald's Corp | 2025-03-31 | Add Add | +1.90% | 279.74 ($299.1) 321.29 | $298.12 | -0.33% | Add 3263.05% | 8,374 | 8,125 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.63% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 136.34% | 9,919 | 5,722 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.78% | 64.98 ($87.82) 124.62 | $154.63 | 76.08% | Add 132.84% | 19,456 | 11,100 | |
RCL | Royal Caribbean Group | 2025-03-31 | Add Add | +0.58% | 203.38 ($236.05) 274.79 | $352.84 | 49.48% | Add 3706% | 3,806 | 3,706 | |
MOS | The Mosaic Co | 2025-03-31 | Add Add | +0.25% | 23.08 ($26.45) 28.8 | $37.18 | 40.57% | Add 4113.33% | 12,640 | 12,340 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.25% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | Add 159.59% | 1,002 | 616 | |
BLK | BlackRock Inc | 2025-03-31 | New Buy New Buy | +0.23% | 900.46 ($980.1) 1075.5 | $1,120.37 | 14.31% | New holding | 315 | 315 |
PIN OAK INVESTMENT ADVISORS INC Total Holding History ($B)
PIN OAK INVESTMENT ADVISORS INC's Asset Allocation
PIN OAK INVESTMENT ADVISORS INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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PIN OAK INVESTMENT ADVISORS INC's Hypothetical Growth since 2025-03-31
PIN OAK INVESTMENT ADVISORS INC's Yearly Returns
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PIN OAK INVESTMENT ADVISORS INC's Holdings Heat Map
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PIN OAK INVESTMENT ADVISORS INC's Holdings Bubble Chart
PIN OAK INVESTMENT ADVISORS INC News
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