Adams Asset Advisors, LLC

CIK: 0001386929Latest portfolio: $760.1M · Q4 2025

Holdings

83

Total Value

$760.1M

New Positions

5

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
OXYOCCIDENTAL PETROL CORP
3,282,753$135.0M17.76%-250,000
2
CLMTCALUMET INC
5,156,271$102.5M13.48%-250,000
3
SUNSUNOCO LP
571,547$30.0M3.94%
4
ETENERGY TRANSFER LP
1,422,619$23.5M3.09%+6K
5
AAPLAPPLE INC
78,074$21.2M2.79%-7,394
6
NEMNEWMONT CORP
202,569$20.2M2.66%-9,953
7
BMTABRITISH AMER TOBACCO F SPONSORED ADR
343,016$19.4M2.56%-3,533
8
DMLPDORCHESTER MINERALS LP
814,852$18.2M2.40%+68K
9
TRVCCITIGROUP INC
150,376$17.5M2.31%-965
10
CMICUMMINS INC
29,259$14.9M1.96%-292
11
WFCWELLS FARGO & CO
159,768$14.9M1.96%-1,120
12
PAAPLAINS ALL AMERICAN PIPELINE LP
827,791$14.9M1.96%+43K
13
ABBVABBVIE
62,912$14.4M1.89%-517
14
BACBANK OF AMERICA
248,042$13.6M1.79%-1,342
15
MOALTRIA GROUP INC
235,728$13.6M1.79%-2,616
16
WESWESTERN MIDSTREAM PARTNERS LP
342,105$13.5M1.78%+15K
17
CSCOCISCO SYSTEMS INC
157,148$12.1M1.59%
18
BACVERIZON COMMUNICATIONS
289,825$11.8M1.55%+55K
19
AMGNAMGEN INC
35,899$11.8M1.55%-283
20
EPDENTERPRISE PRODUCTS PPTNSLP
364,668$11.7M1.54%+68K
21
GSGOLDMAN SACHS GROUP
13,142$11.6M1.52%
22
DINOHF SINCLAIR CORP
243,842$11.2M1.48%
23
MPLXMPLX LP
209,589$11.2M1.47%
24
TAT&T
433,735$10.8M1.42%-3,505
25
VLOVALERO ENERGY CORP NEW
65,621$10.7M1.41%-341

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AHH410K+110K
DMLP815K+68K
EPD365K+68K
CCAP80K+62K
BAC290K+55K
PAA828K+43K
OBDC158K+33K
STWD65K+32K
GSBD340K+17K
WES342K+15K

Decreased Positions

NameSharesChange
OXY3.3M-250000
CLMT5.2M-250000
CAG145K-51753
NEM203K-9953
FSK132K-8923
AAPL78K-7394
GBDC147K-7143
SCHD227K-4499
BMTA343K-3533
T434K-3505

Sector Breakdown

Energy0.0% ($1.3498610245529954e+94T)
Financial Services0.0% ($1.489013642118041e+78T)
Unknown0.0% ($19421175479022522368.0T)
Real Estate0.0% ($4718275924961883136.0T)
Consumer Defensive0.0% ($1359280387494605056.0T)
Technology0.0% ($2122512105673327.3T)
Healthcare0.0% ($143741175084.9T)
Industrials0.0% ($149.4B)
Communication Services0.0% ($107.7B)
Basic Materials0.0% ($20.2M)
Utilities0.0% ($4.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 15, 2026$760.1M83
Q3 2025Oct 9, 2025$775.6B81
Q2 2025Jul 7, 2025$729.5B77
Q1 2025Apr 21, 2025$729.5B77
Q4 2024Jan 13, 2025$779.0B77
Q3 2024Oct 15, 2024$756.3B75
Q2 2024Jul 10, 2024$766.8B73
Q1 2024Apr 9, 2024$773.1B77
Q4 2023Jan 12, 2024$743.2B75
Q3 2023Oct 11, 2023$745.4B77
Q2 2023Jul 14, 2023$685.2B82
Q1 2023Apr 12, 2023$746.9B85
Q4 2022Jan 13, 2023$745.7B85
Q3 2022Oct 12, 2022$645.0M75
Q2 2022Jul 13, 2022$660.1M77
Q1 2022Apr 20, 2022$680.4M76
Q4 2021Jan 12, 2022$549.3M75
Q3 2021Oct 13, 2021$496.5M77
Q2 2021Jul 14, 2021$510.5M77
Q1 2021Apr 12, 2021$458.5M79
Q4 2020Jan 22, 2021$365.9M74
Q3 2020Oct 16, 2020$315.0M72
Q2 2020Jul 21, 2020$337.4M74
Q1 2020Apr 20, 2020$226.0M75
Q4 2019Jan 29, 2020$575.1M79
Q3 2019Nov 8, 2019$614.2M90
Q2 2019Jul 12, 2019$647.8M102
Q1 2019Apr 10, 2019$750.3M96
Q4 2018Jan 10, 2019$708.6M86
Q3 2018Oct 16, 2018$923.0M102
Q2 2018Jul 11, 2018$927.5M99
Q1 2018Apr 19, 2018$734.5M97
Q4 2017Jan 11, 2018$812.8M97
Q3 2017Oct 18, 2017$733.5M94
Q2 2017Jul 13, 2017$680.1M92
Q1 2017Apr 24, 2017$702.9M93
Q4 2016Jan 25, 2017$759.3M93
Q3 2016Oct 13, 2016$719.6M95
Q2 2016Jul 19, 2016$584.7M91
Q1 2016Apr 14, 2016$531.7M94

Fund Information

CIK0001386929
Most Recent FilingJan 15, 2026
Number of Filings40

Adams Asset Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $760.1M across 83 holdings. The largest position is OCCIDENTAL PETROL CORP (OXY), representing 17.8% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.