PIN OAK INVESTMENT ADVISORS INC
•CIK: 1094584•Filing: Q4 2025
**PIN OAK INVESTMENT ADVISORS INC** manages $143M across a diverse portfolio of 494 positions. The fund exhibits notable concentration in technology and energy, highlighted by top holdings including KRP at $8.0M and AAPL at $7.7M. Further significant allocations are directed toward XOM ($5.4M), HHH ($5.0M), and EPD ($4.9M). This positioning suggests a tactical approach balancing established mega-caps with sector-specific opportunities.
Total AUM
$142.6M
QoQ Performance
+1.8%
Positions
492
Top 10 Concentration
37.2%
Latest Filing
Q4 2025
Top Holdings Allocation
KRP
AAPL
KRP5.6%
AAPL5.4%
XOM3.8%
HHH3.5%
EPD3.4%
GOOGL3.3%
ET3.1%
TXO3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.7%
Technology16.1%
Financial7.2%
Energy6.8%
Industrial4.4%
Real Estate3.7%
Consumer3.4%
Healthcare2.9%
🚪 Exited Positionssold since Q3 2025
+300 more exited positions
Changes from Q3 2025
NEW7 new positions
↑36 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023