PIN OAK INVESTMENT ADVISORS INC BRK/A — 1/10 Berkshire Hthwy COM

Ownership history in PIN OAK INVESTMENT ADVISORS INC  ·  18 quarters on record

AI Ownership Summary

PIN OAK INVESTMENT ADVISORS INC reported 1/10 Berkshire Hthwy COM (BRK/A) in 18 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.68% in 2025 Q2. The latest visible filing shows BRK/A at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PIN OAK INVESTMENT ADVISORS INC's position in 1/10 Berkshire Hthwy COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BRK/A was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/A stock page PIN OAK INVESTMENT ADVISORS INC fund profile PIN OAK INVESTMENT ADVISORS INC full holdings
How PIN OAK INVESTMENT ADVISORS INC held BRK/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1 — 0% 0.52% $719 2026-08-11 $704760.00
2026 Q1 UNCHANGED — — — 1 — 0% 0.51% $718 2026-05-15 $704760.00
2025 Q4 UNCHANGED — — — 1 — 0% 0.54% $763K 2026-02-13 $751425.00
2025 Q3 UNCHANGED — — — 1 — 0% 0.54% $754K 2025-11-17 $755420.00
2025 Q2 UNCHANGED — — — 1 — 0% 0.68% $798K 2025-08-11 $698440.00
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/A

As of 2026 Q3 — sorted by position size

General Partner, Inc. 3Y 13.21% Kennon-Green & Company, LLC 3Y 2.29% EASTERN BANK 3Y 7Y 0.92% Woodward Financial Advisors, Inc. 0.58% PRIVATE CLIENT SERVICES, LLC 0.4% PARK NATIONAL CORP /OH/ 3Y 7Y 0.39% Advus Financial Partners, LLC 0.32% Coastline Trust Co 3Y 7Y 0.28% CapWealth Advisors, LLC 3Y 7Y 0.11% NEVILLE RODIE & SHAW INC 3Y 7Y 0.1%

FAQ About PIN OAK INVESTMENT ADVISORS INC and BRK/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has PIN OAK INVESTMENT ADVISORS INC reported owning BRK/A?

PIN OAK INVESTMENT ADVISORS INC reported BRK/A across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BRK/A position in PIN OAK INVESTMENT ADVISORS INC's portfolio?

The largest reported portfolio weight for BRK/A was 0.68% in 2025 Q2.

What is the latest reported BRK/A position on this page?

The most recent filing on this page is 2026 Q2, when PIN OAK INVESTMENT ADVISORS INC reported 1 shares, equal to 0.52% of portfolio, with an estimated market value of $719.

What does the chart on this BRK/A ownership page compare?

The chart compares PIN OAK INVESTMENT ADVISORS INC's quarterly BRK/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to PIN OAK INVESTMENT ADVISORS INC Holdings