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Pin Oak Investment Advisors INC 13F Filings, Portfolio & Analysis

CIK: 0001094584
Houston 510 Bering Suite 100
Zip Code: 77057
Latest Portfolio Value
$142.6 M
+1.81%
12/31/2025
Total Holdings
501
3
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
35.72%

Pin Oak Investment Advisors INC — Portfolio Overview & Company Profile

Pin Oak Investment Advisors INC (CIK: 0001094584) is a financial institution headquartered at 510 Bering, Suite 100, Houston, Texas 77057. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $142,599,000, comprising 501 distinct securities. Over its filing history, it has submitted 35 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Asset Allocation

Stocks/ETFs
+1.89%
$142.6 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-99.06%
$1,000 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
580,521 $8 M 5.61% ▼ 37,607 Reduce -6.1%
27,636 $7.69 M 5.39% ▼ 1,015 Reduce -3.5%
36,164 $5.39 M 3.78% ▼ 333 Reduce -0.9%
61,267 $5.03 M 3.52% ▼ 795 Reduce -1.3%
138,370 $4.91 M 3.44% ▼ 1,041 Reduce -0.8%
14,580 $4.71 M 3.30% ▼ 260 Reduce -1.8%
238,865 $4.36 M 3.06% ▼ 16,817 Reduce -6.6%
355,330 $4.28 M 3.00% ▼ 27,372 Reduce -7.2%
15,048 $3.59 M 2.52% ▲ 250 Add 1.7%
MACH NATURAL RESOURCES LP
N/A
241,499 $2.98 M 2.09% ▲ 4,797 Add 2.0%

Historical Portfolio Charts