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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
HALHalliburton Co Hldg
Recent Activity
0.66%
$717,000
24,705 shares@ $29.03 avg price
XEVVXEaton Vance Limited Dura
Recent Activity
Decreased 0%
0.63%
$690,000
65,662 shares@ $10.51 avg price
BTZBlackrock Credit Allocat
Recent Activity
Increased 25.66%
0.62%
$672,000
59,583 shares@ $11.28 avg price
STRVStrive 500 Etf
Recent Activity
Increased 25.88%
0.59%
$646,000
17,540 shares@ $36.84 avg price
QQQInvsc Qqq Trust Srs 1 Etf
Recent Activity
Decreased -1.72%
0.59%
$640,000
1,312 shares@ $487.81 avg price
LOWLowes Companies Inc
Recent Activity
Decreased -0.52%
0.57%
$618,000
2,285 shares@ $270.46 avg price
DVNDevon Energy Corp
Recent Activity
Decreased -2.85%
0.55%
$599,000
15,315 shares@ $39.12 avg price
ADIAnalog Devices Inc
Recent Activity
0.55%
$599,000
2,605 shares@ $229.95 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -6.84%
0.53%
$582,000
2,764 shares@ $210.57 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -6.98%
0.53%
$578,000
2,929 shares@ $197.34 avg price