PIN OAK INVESTMENT ADVISORS INC

PrivateCIK: 1094584
Location

HOUSTON, TX

503
Positions
$141.4K
Total AUM (reported)
3.95M
Total Shares

Allocation by class

TOTAL AUM$141.4K503 positions
COM$113.2K80.1%
ETF$14.2K10.0%
CL A$9.5K6.7%
CL B$2.6K1.8%
CL C$1.9K1.3%

Portfolio Concentration

Top 315.1%4–1020.4%11–2523.8%Rest40.7%TOP 1035.5%0%100%
Top 3$21.3K15.1%
4–10$28.9K20.4%
11–25$33.6K23.8%
Rest$57.6K40.7%

Top 3 weight

15.1%

Top 10 weight

35.5%

Voting Authority Distribution

Total shares with voting rights: 3.95M

Sole

Full voting authority

3.95M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole503
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings503
Rows:

Kimbell Royalty Partners LP

SOLE
COM
Shares577.81K
TypeSH
Market value$8.4K
5.91%
Sole
577.81K
Shared
0.00
None
0.00

Apple Inc

SOLE
COM
Shares27.63K
TypeSH
Market value$7.0K
4.96%
Sole
27.63K
Shared
0.00
None
0.00

Exxon Mobil Corp

SOLE
COM
Shares34.85K
TypeSH
Market value$5.9K
4.18%
Sole
34.85K
Shared
0.00
None
0.00

Enterprise Prods Part LP

SOLE
COM
Shares132.54K
TypeSH
Market value$5.0K
3.55%
Sole
132.54K
Shared
0.00
None
0.00

Energy Transfer Partn LP

SOLE
COM
Shares236.54K
TypeSH
Market value$4.6K
3.23%
Sole
236.54K
Shared
0.00
None
0.00

TXO Partners LP

SOLE
COM
Shares360.53K
TypeSH
Market value$4.5K
3.21%
Sole
360.53K
Shared
0.00
None
0.00

Alphabet Inc. Class A

SOLE
CL A
Shares14.52K
TypeSH
Market value$4.2K
2.95%
Sole
14.52K
Shared
0.00
None
0.00

Howard Hughes Holdings Inc

SOLE
COM
Shares60.90K
TypeSH
Market value$3.9K
2.72%
Sole
60.90K
Shared
0.00
None
0.00

Honeywell Intl Inc

SOLE
COM
Shares15.04K
TypeSH
Market value$3.4K
2.40%
Sole
15.04K
Shared
0.00
None
0.00

Mach Natural Resource LP

SOLE
COM
Shares240.06K
TypeSH
Market value$3.4K
2.38%
Sole
240.06K
Shared
0.00
None
0.00

Northern Oil And Gas

SOLE
COM
Shares109.11K
TypeSH
Market value$3.2K
2.29%
Sole
109.11K
Shared
0.00
None
0.00

Eog Resources Inc

SOLE
COM
Shares21.84K
TypeSH
Market value$3.2K
2.23%
Sole
21.84K
Shared
0.00
None
0.00

Novagold Res Inc F

SOLE
COM
Shares326.15K
TypeSH
Market value$2.9K
2.07%
Sole
326.15K
Shared
0.00
None
0.00

Chevron Corp

SOLE
COM
Shares12.29K
TypeSH
Market value$2.5K
1.80%
Sole
12.29K
Shared
0.00
None
0.00

Berkshire Hathaway Class B

SOLE
CL B
Shares5.20K
TypeSH
Market value$2.5K
1.76%
Sole
5.20K
Shared
0.00
None
0.00

Palantir Technologies In Class A

SOLE
CL A
Shares16.86K
TypeSH
Market value$2.5K
1.74%
Sole
16.86K
Shared
0.00
None
0.00

SPDR Gold Shares ETF

SOLE
ETF
Shares5.70K
TypeSH
Market value$2.5K
1.73%
Sole
5.70K
Shared
0.00
None
0.00

WalMart Inc

SOLE
COM
Shares16.18K
TypeSH
Market value$2.0K
1.42%
Sole
16.18K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares5.16K
TypeSH
Market value$1.9K
1.35%
Sole
5.16K
Shared
0.00
None
0.00

Alphabet Inc. Class C

SOLE
CL C
Shares6.59K
TypeSH
Market value$1.9K
1.34%
Sole
6.59K
Shared
0.00
None
0.00

SPDR S&P 500 ETF

SOLE
ETF
Shares2.77K
TypeSH
Market value$1.8K
1.28%
Sole
2.77K
Shared
0.00
None
0.00

Goldman Sachs Group

SOLE
COM
Shares2.05K
TypeSH
Market value$1.7K
1.23%
Sole
2.05K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares7.06K
TypeSH
Market value$1.7K
1.22%
Sole
7.06K
Shared
0.00
None
0.00

Plains GP HLDGS

SOLE
COM
Shares68.91K
TypeSH
Market value$1.7K
1.18%
Sole
68.91K
Shared
0.00
None
0.00

Leidos HLDGS Inc

SOLE
COM
Shares10.22K
TypeSH
Market value$1.6K
1.12%
Sole
10.22K
Shared
0.00
None
0.00
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