Pin Oak Investment Advisors Inc Q2 2026 Stock Activity Report
Pin Oak Investment Advisors Inc maintained its energy sector focus in Q2 2026, increasing positions in several large-cap stocks including Exxon Mobil Corp (XOM), Enterprise Products Partners LP (EPD), and Alphabet Inc. Class A (GOOGL). The firm also initiated a new position with Sprott Inc (SII) while keeping other holdings stable.
Pin Oak Investment Advisors' Q2 Portfolio Changes
In the second quarter of 2026, Pin Oak Investment Advisors Inc demonstrated selective buying activity within its portfolio. The firm focused on strengthening positions in established energy companies and technology leaders while adding exposure to financial services.
The most significant change during this period was the initiation of a new position with Sprott Inc (SII). According to insider filing data, Pin Oak acquired 5266 shares representing approximately $753 million worth at current prices. This allocation now stands at 0.55%, making it one of the firm's notable recent additions.
Pin Oak also increased its stake in several existing holdings across different sectors:
- Exxon Mobil Corp (XOM): Increased by just one share, a minimal change of 0.0% from the previous period.
- Enterprise Products Partners LP (EPD): Added one share with virtually no percentage change in allocation.
- Alphabet Inc. Class A (GOOGL): Increased by just one share, resulting in a very small 0.01% change from prior period.
- Microsoft Corp (MSFT): Added shares to its position which now accounts for about 1.39%.
- Johnson & Johnson (JNJ): Increased by one share, contributing to a small allocation of approximately 1.25%.
- Nvidia Corp (NVDA): Added shares increasing its position slightly above the prior period.
- Kinder Morgan Inc (KMI): Increased by one share, now representing about 0.53%.
- Pfizer Inc (PFE): Added shares to its position which accounts for roughly 0.49%.
- Abbvie Inc (ABBV): Increased by one share, now holding approximately 0.45%.
In contrast to these incremental increases, Pin Oak did not make any large-scale purchases or divest significant positions during Q2 2026.
The firm's overall portfolio strategy appears focused on core energy holdings which continue to dominate its allocations. Technology and healthcare sectors also feature prominently in the updated portfolio composition.