PIN OAK INVESTMENT ADVISORS INC

data from 30/09/2025

Capitalization

$ 140.058 M 18.52 %

Average holding period

17 ans

Performance

$ 17.308 M -13 492.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PIN OAK INVESTMENT ADVISORS INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 KRP Kimbell Royalty Partners LP 5.95% 8.339 M $ 618128 2019/06/30 -288.070 K $ -3.36 %
2025/09/30 AAPL Apple Inc 5.21% 7.295 M $ 28651 2017/12/31 1.425 M $ 22.27 %
2025/09/30 TXO TXO Partners LP 3.84% 5.377 M $ 382702 2023/12/31 -272.228 K $ -5.17 %
2025/09/30 HHH Howard Hughes Holdings Inc 3.64% 5.100 M $ 62062 2023/12/31 851.256 K $ 19.81 %
2025/09/30 ET Energy Transfer Partn LP 3.13% 4.388 M $ 255682 2017/12/31 -233.667 K $ -5.22 %
2025/09/30 EPD Enterprise Prods Part LP 3.11% 4.359 M $ 139411 2017/12/31 38.661 K $ 0.76 %
2025/09/30 XOM Exxon Mobil Corp 2.94% 4.115 M $ 36497 2017/12/31 197.099 K $ 4.16 %
2025/09/30 PLTR Palantir Technologies In Class A 2.92% 4.085 M $ 22391 2021/12/31 958.418 K $ 54.64 %
2025/09/30 GOOGL Alphabet Inc. Class A 2.58% 3.608 M $ 14840 2017/12/31 952.964 K $ 43.26 %
2025/09/30 NOG Northern Oil And Gas 2.39% 3.341 M $ 132321 2021/12/31 -392.243 K $ -11.74 %
2025/09/30 MNR Mach Natural Resource LP 2.23% 3.120 M $ 236702 2025/03/31 -274.048 K $ -8.10 %
2025/09/30 HON Honeywell Intl Inc 2.22% 3.115 M $ 14798 2018/09/30 -23.946 K $ -10.60 %
2025/09/30 NG Novagold Res Inc F 2.05% 2.865 M $ 325613 2017/12/31 179.898 K $ 162.07 %
2025/09/30 SPY SPDR S&P 500 ETF 1.99% 2.781 M $ 4163 2017/12/31 197.959 K $ 8.64 %
2025/09/30 BRK-B Berkshire Hathaway Class B 1.87% 2.616 M $ 5203 2019/03/31 80.929 K $ 3.19 %
2025/09/30 EOG Eog Resources Inc 1.83% 2.564 M $ 22869 2017/12/31 -173.535 K $ -5.84 %
2025/09/30 GLD SPDR Gold Shares ETF 1.60% 2.237 M $ 6292 2017/12/31 337.718 K $ 17.58 %
2025/09/30 MSFT Microsoft Corp 1.52% 2.130 M $ 4113 2017/12/31 82.242 K $ 5.47 %
2025/09/30 CVX Chevron Corp 1.37% 1.925 M $ 12397 2017/12/31 151.213 K $ 7.24 %
2025/09/30 IWF iShares Russell 1000 Growth ETF 1.27% 1.781 M $ 3803 2017/12/31 166.510 K $ 12.15 %
2025/09/30 GS Goldman Sachs Group 1.22% 1.702 M $ 2137 2017/12/31 64.943 K $ 16.24 %
2025/09/30 NVDA Nvidia Corp 1.20% 1.687 M $ 9043 2021/12/31 202.617 K $ 26.38 %
2025/09/30 WMT WalMart Inc 1.19% 1.673 M $ 16231 2017/12/31 87.315 K $ 6.02 %
2025/09/30 GOOG Alphabet Inc. Class C 1.19% 1.664 M $ 6832 2017/12/31 482.504 K $ 42.36 %
2025/09/30 PAGP Plains GP HLDGS 1.09% 1.525 M $ 83615 2017/12/31 -97.270 K $ -5.57 %
2025/09/30 MANH Manhattan Associates Inc 1.03% 1.445 M $ 7051 2024/06/30 35.236 K $ 4.34 %
2025/09/30 JNJ Johnson & Johnson 0.97% 1.364 M $ 7354 2017/12/31 258.713 K $ 19.70 %
2025/09/30 TSM Taiwan Semiconductr F Sponsored ADR 0.95% 1.334 M $ 4763 2017/12/31 14.097 K $ 32.04 %
2025/09/30 BAC Bank Of America Corp 0.89% 1.253 M $ 24296 2017/12/31 106.199 K $ 10.24 %
2025/09/30 TXN Texas Instruments 0.83% 1.164 M $ 6335 2022/12/31 -152.824 K $ -13.30 %
2025/09/30 STRV Strive 500 ETF 0.80% 1.122 M $ 25971 2024/03/31 70.904 K $ 8.71 %
2025/09/30 BX Blackstone Inc 0.75% 1.054 M $ 6169 2019/09/30 3.573 K $ 15.54 %
2025/09/30 AMZN Amazon.Com Inc Forward Split 0.73% 1.017 M $ 4634 2017/12/31 918.000 $ 0.09 %
2025/09/30 AEM Agnico Eagle Mines F 0.73% 1.017 M $ 6032 2022/03/31 299.368 K $ 45.85 %
2025/09/30 JPM JPMorgan Chase & Co 0.68% 955.026 K $ 3028 2017/12/31 71.813 K $ 10.41 %
2025/09/30 WFC Wells Fargo & Co 0.68% 951.357 K $ 11350 2017/12/31 32.667 K $ 5.16 %
2025/09/30 QQQ Invsc QQQ Trust SRS 1 ETF 0.66% 921.566 K $ 1533 2018/12/31 72.315 K $ 10.39 %
2025/09/30 SHEL Shell PLC F Unsponsored ADR 0.66% 920.877 K $ 12874 2022/03/31 13.728 K $ 1.53 %
2025/09/30 AR Antero Resources Cor 0.65% 904.442 K $ 26950 2021/12/31 -212.372 K $ -16.62 %
2025/09/30 HIO Westrn Asst High Incm Op 0.64% 901.550 K $ 232628 2017/12/31 -32.525 K $ -3.52 %
2025/09/30 BRK-A Berkshire Hathaway Inc Class A 0.54% 754.200 K $ 1 2025/06/30 25.400 K $ 3.18 %
2025/09/30 ABBV Abbvie Inc 0.49% 683.141 K $ 2950 2017/12/31 128.759 K $ 21.94 %
2025/09/30 SIRI Siriusxm HLDGS Inc 0.46% 651.165 K $ 27977 2024/09/30 10.122 K $ 1.38 %
2025/09/30 SLV iShares Silver Trust ETF 0.45% 636.567 K $ 15024 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADI Analog Devices Inc 0.44% 619.410 K $ 2521 2017/12/31 20.006 K $ 3.81 %
2025/09/30 EVV Eaton Vance Limited Dura 0.44% 619.226 K $ 61008 2017/12/31 -6.138 K $ -1.10 %
2025/09/30 PFE Pfizer Inc 0.44% 611.700 K $ 24007 2017/12/31 32.701 K $ 4.90 %
2025/09/30 HAL Halliburton Co HLDG 0.43% 607.743 K $ 24705 2017/12/31 104.255 K $ 16.65 %
2025/09/30 LOW Lowes Companies Inc 0.43% 606.160 K $ 2412 2019/06/30 72.334 K $ 12.62 %
2025/09/30 PPT Putnam Premier Income CF 0.42% 591.765 K $ 160370 2024/03/31 2.066 K $ 0.56 %
2025/09/30 ORCL Oracle Corp 0.42% 587.879 K $ 2090 2017/12/31 125.783 K $ 44.92 %
2025/09/30 TRV Travelers 0.40% 562.908 K $ 2016 2017/12/31 11.644 K $ 4.43 %
2025/09/30 GT Goodyear Tire Rubber 0.40% 553.445 K $ 73990 2023/09/30 -110.397 K $ -31.36 %
2025/09/30 BTZ BlackRock Credit Allocat 0.39% 548.964 K $ 49680 2017/12/31 6.458 K $ 1.21 %
2025/09/30 DSL Doubleline Income Soluti 0.38% 529.759 K $ 43140 2017/12/31 1.682 K $ 0.32 %
2025/09/30 CSCO Cisco Systems Inc 0.37% 520.471 K $ 7607 2017/12/31 -7.694 K $ -1.56 %
2025/09/30 ACP Aberdeen Income Credit Strategies Fund 0.36% 509.971 K $ 87926 2024/09/30 -9.063 K $ -1.70 %
2025/09/30 LLYVK Liberty Live Group 0.35% 493.868 K $ 5093 2023/09/30 100.330 K $ 23.22 %
2025/09/30 OXY Occidental Petrol Co 0.34% 482.926 K $ 10168 2017/12/31 56.932 K $ 10.62 %
2025/09/30 COP Conocophillips 0.34% 480.896 K $ 5084 2017/12/31 24.657 K $ 4.63 %
2025/09/30 PAA Plains All American P LP 0.34% 470.788 K $ 27596 2017/12/31 -18.018 K $ -6.30 %
2025/09/30 INTC Intel Corp 0.34% 470.757 K $ 14032 2017/12/31 167.461 K $ 49.11 %
2025/09/30 CPT Camden Property TR REIT 0.33% 466.149 K $ 4323 2020/03/31 -25.548 K $ -4.84 %
2025/09/30 META Meta Platforms Inc Class A 0.31% 435.487 K $ 593 2017/12/31 -2.177 K $ -0.64 %
2025/09/30 RTX Raytheon Technologies Co 0.30% 426.190 K $ 2547 2020/06/30 54.276 K $ 16.11 %
2025/09/30 IVV iShares Core S&P 500 ETF 0.29% 412.335 K $ 616 2021/06/30 29.814 K $ 8.62 %
2025/09/30 KMI Kinder Morgan Inc 0.29% 405.917 K $ 14338 2017/12/31 -5.604 K $ -3.84 %
2025/09/30 MSTR Microstrategy Inc Class A 0.28% 387.619 K $ 1203 2024/06/30 -64.877 K $ -28.46 %
2025/09/30 BA Boeing Co 0.27% 374.465 K $ 1735 2017/12/31 11.340 K $ 3.71 %
2025/09/30 BLK BlackRock Inc New 0.26% 367.249 K $ 315 2025/03/31 36.735 K $ 12.33 %
2025/09/30 AMP Ameriprise Finl 0.26% 366.473 K $ 746 2018/12/31 -33.474 K $ -8.79 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 0.26% 357.183 K $ 5961 2017/12/31 17.954 K $ 5.74 %
2025/09/30 GE General Electric Co 0.25% 356.898 K $ 1185 2021/09/30 51.464 K $ 21.72 %
2025/09/30 ABT Abbott Laboratories 0.25% 355.075 K $ 2651 2017/12/31 -6.537 K $ -1.56 %
2025/09/30 MPC Marathon Pete Corp 0.25% 354.063 K $ 1837 2017/12/31 48.919 K $ 18.32 %
2025/09/30 IAU iShares Gold ETF 0.24% 337.362 K $ 4636 2021/09/30 48.260 K $ 17.68 %
2025/09/30 T A T & T Inc 0.22% 306.850 K $ 10866 2017/12/31 -7.419 K $ -2.48 %
2025/09/30 MRK Merck & Co. Inc. 0.22% 302.603 K $ 3571 2017/12/31 24.665 K $ 5.32 %
2025/09/30 LMT Lockheed Martin Corp 0.21% 300.025 K $ 601 2017/12/31 7.971 K $ 8.13 %
2025/09/30 GEV GE Vernova Inc 0.21% 296.997 K $ 483 2024/06/30 41.417 K $ 28.18 %
2025/09/30 CIF MFS Intermediate High Income Fund 0.21% 292.814 K $ 165900 2023/09/30 2.397 K $ 1.76 %
2025/09/30 GD General Dynamics Co 0.20% 283.030 K $ 830 2017/12/31 40.952 K $ 18.12 %
2025/09/30 XLK Technology Select Sector SPDR ETF 0.20% 277.914 K $ 986 2017/12/31 28.229 K $ 13.91 %
2025/09/30 GBIL Goldman Sachs Access Treasury 0-1 YR ETF 0.20% 275.633 K $ 2750 2025/06/30 219.000 $ 0.08 %
2025/09/30 VLO Valero Energy Corp 0.19% 269.626 K $ 1584 2017/12/31 56.734 K $ 27.15 %
2025/09/30 HD Home Depot Inc 0.19% 267.946 K $ 661 2017/12/31 25.481 K $ 10.53 %
2025/09/30 LLYVA Liberty Media Corp 0.19% 264.983 K $ 2810 2023/09/30 41.881 K $ 22.04 %
2025/09/30 DIS Walt Disney Co 0.19% 264.495 K $ 2310 2017/12/31 -21.968 K $ -9.68 %
2025/09/30 VTI Vanguard Total Stock Market ETF 0.19% 262.933 K $ 799 2017/12/31 19.367 K $ 8.84 %
2025/09/30 VIG Vanguard Dividend Appreciation ETF 0.19% 261.069 K $ 1205 2017/12/31 13.399 K $ 5.75 %
2025/09/30 TSLA Tesla Motors 0.18% 257.493 K $ 579 2023/03/31 9.402 K $ 49.49 %
2025/09/30 KYN Kayne Anderson Energy In 0.18% 256.925 K $ 20770 2017/12/31 -7.061 K $ -2.74 %
2025/09/30 BN Brookfield Corp F Class A 0.17% 243.390 K $ 3549 2022/12/31 -57.245 K $ -30.78 %
2025/09/30 V Visa Inc Class A 0.16% 228.042 K $ 668 2017/12/31 -10.074 K $ -3.91 %
2025/09/30 AMX America Movil Sab F Sponsored ADR 0.16% 227.850 K $ 10850 2023/03/31 33.200 K $ 21.56 %
2025/09/30 SCHX Schwab US Large Cap ETF 0.16% 222.757 K $ 8457 2017/12/31 16.068 K $ 8.64 %
2025/09/30 DVN Devon Energy Corp 0.15% 215.442 K $ 6145 2017/12/31 35.646 K $ 8.69 %
2025/09/30 NOC Northrop Grumman 0.15% 214.481 K $ 352 2023/06/30 38.487 K $ 21.38 %
2025/09/30 PG Procter & Gamble 0.15% 210.775 K $ 1372 2017/12/31 -6.072 K $ -3.34 %
2025/09/30 DE Deere & Co 0.15% 206.496 K $ 450 2017/12/31 -23.053 K $ -10.93 %