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Stewart Brown

@Pin Oak Investment Advisors Inc

Latest period2024 - Q3ReportedManaged Assets$110.027MTotal holdings493
Assets growth rate5.17%Assets growth rate (2-Q avg)2.86%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pin Oak Investment Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 493 positions.

Assets under management

The assets under management (AUM) of Pin Oak Investment Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 110.027M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 2.86%. The portfolio is managed by Stewart Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGLAlphabet Inc. Class A
Recent Activity
Increased 0.59%
2.11%
$2.312M
13,946 shares@ $165.79 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Increased 2.01%
1.79%
$1.968M
4,277 shares@ $460.14 avg price
CVXChevron Corp
Recent Activity
Decreased -3.01%
1.73%
$1.894M
12,867 shares@ $147.2 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.32%
1.64%
$1.796M
4,175 shares@ $430.18 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Increased 1.32%
1.43%
$1.563M
4,166 shares@ $375.19 avg price
PAGPPlains Gp Hldgs
Recent Activity
Increased 15.62%
1.4%
$1.53M
82,744 shares@ $18.5 avg price
GLDSpdr Gold Shares Etf
Recent Activity
Increased 3.3%
1.3%
$1.43M
5,885 shares@ $243.0 avg price
WMTWalmart Inc
Recent Activity
Decreased -12.79%
1.17%
$1.286M
15,937 shares@ $80.7 avg price
GOOGAlphabet Inc. Class C
Recent Activity
Decreased -2.61%
1.11%
$1.212M
7,250 shares@ $167.18 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.21%
1.02%
$1.117M
6,895 shares@ $162.01 avg price