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Cade Phelan

Pin Oak Investment Advisors Inc

Assets Managed
$141.397M
Holdings
503
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-0.84%(2Q avg: 0.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pin Oak Investment Advisors Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 503 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.397M in assets, with a quarterly growth rate of -0.84% and a 2-quarter average growth rate of 0.49%. The portfolio is managed by Cade Phelan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KRP
Kimbell Royalty Partners Lp
Recent Activity
Decreased -0.46%
5.92%
$8.361M
577,807 shares@ $14.48 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.03%
4.96%
$7.011M
27,626 shares@ $253.79 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.63%
4.19%
$5.912M
34,849 shares@ $169.65 avg price
EPD
Enterprise Products Partners
Recent Activity
Decreased -4.2%
3.55%
$5.016M
132,545 shares@ $37.85 avg price
ET
Energy Transfer Lp
Recent Activity
Decreased -0.97%
3.23%
$4.565M
236,540 shares@ $19.3 avg price
TXO
Txo Partners Lp
Recent Activity
Increased 1.47%
3.21%
$4.536M
360,533 shares@ $12.59 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.43%
2.96%
$4.174M
14,516 shares@ $287.55 avg price
HHH
Howard Hughes Holdings Inc
Recent Activity
Decreased -0.59%
2.73%
$3.853M
60,900 shares@ $63.27 avg price
HON
Honeywell International Inc
Recent Activity
Decreased -0.06%
2.41%
$3.399M
15,038 shares@ $226.03 avg price
MNR
Mach Natural Resources Lp
Recent Activity
Decreased -0.59%
2.38%
$3.361M
240,057 shares@ $14.01 avg price

1-10 of 503