Pin Oak Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

Pin Oak Investment Advisors’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36K	Hold	730	–	–	0.03%	247
2026 Q1	$42K	Hold	730	–	–	0.03%	226
2025 Q4	$36K	Hold	730	–	–	0.03%	247
2025 Q3	$30.5K	Buy	+730	New	+$29.7K	0.02%	258

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Pin Oak Investment Advisors's IXC Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares Global Energy ETF (IXC) position steady in Q2 2026 at 730 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #247.

Pin Oak Investment Advisors first reported a position in IXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $42K in Q1 2026. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Pin Oak Investment Advisors held 730 shares of iShares Global Energy ETF worth $36K as of Q2 2026.
Pin Oak Investment Advisors left its iShares Global Energy ETF share count unchanged in Q2 2026.
iShares Global Energy ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #247 holding.
Pin Oak Investment Advisors first reported a position in iShares Global Energy ETF in Q3 2025 and has held it in 4 quarters since.
Pin Oak Investment Advisors's iShares Global Energy ETF position peaked at $42K in Q1 2026.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.