Pin Oak Investment Advisors’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-613	Closed	-$25K	–	475
2024 Q4	$25K	Hold	613	–	–	0.02%	252
2024 Q3	$25K	Hold	613	–	–	0.02%	253
2024 Q2	$23K	Hold	613	–	–	0.02%	246
2024 Q1	$22K	Hold	613	–	–	0.02%	253
2023 Q4	$21K	Hold	613	–	–	0.02%	260
2023 Q3	$18K	Hold	613	–	–	0.02%	265
2023 Q2	$19K	Hold	613	–	–	0.02%	261
2023 Q1	$20K	Hold	613	–	–	0.02%	238
2022 Q4	$21K	Hold	613	–	–	0.03%	222
2022 Q3	$19K	Hold	613	–	–	0.02%	220
2022 Q2	$22K	Hold	613	–	–	0.03%	221
2022 Q1	$23K	Hold	613	–	–	0.02%	242
2021 Q4	$19K	Buy	+613	New	+$19.5K	0.02%	263
2021 Q1	–	Sell	-613	Closed	-$15K	–	425
2020 Q4	$15K	Buy	+613	New	+$14.4K	0.01%	298
2020 Q3	–	Sell	-613	Closed	-$15K	–	401
2020 Q2	$15K	Hold	613	–	–	0.01%	255
2020 Q1	$12K	Hold	613	–	–	0.01%	275
2019 Q4	$23K	Hold	613	–	–	0.02%	244
2019 Q3	$23K	Hold	613	–	–	0.02%	243
2019 Q2	$23K	Hold	613	–	–	0.02%	260
2019 Q1	$23K	Hold	613	–	–	0.02%	242
2018 Q4	$18K	Hold	613	–	–	0.02%	257
2018 Q3	$21K	Hold	613	–	–	0.02%	254
2018 Q2	$21K	Hold	613	–	–	0.02%	265
2018 Q1	$19K	Hold	613	–	–	0.02%	275
2017 Q4	$22K	Buy	+613	New	+$21.2K	0.02%	272

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pin Oak Investment Advisors's PBA Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of Pembina Pipeline (PBA) in Q1 2025, closing a stake of 613 shares — an estimated $25K sold.

Pin Oak Investment Advisors first reported a position in PBA in Q4 2017 and held it in 25 quarters. The position peaked at $25K in Q4 2024. 419 funds tracked by Wall St. Rank hold PBA as of Q1 2025.

Pin Oak Investment Advisors reported no remaining Pembina Pipeline position as of Q1 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 613 Pembina Pipeline shares in Q1 2025, an estimated $25K.
Pin Oak Investment Advisors first reported a position in Pembina Pipeline in Q4 2017 and held it in 25 quarters.
Pin Oak Investment Advisors's Pembina Pipeline position peaked at $25K in Q4 2024.
419 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.