Adams Asset Advisors, LLC Q3 2020 Filing

Filed October 16, 2020

Portfolio Value

$315.0M

Holdings

72

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (72 positions)

#StockSharesValue% PortfolioType
1
OXYOCCIDENTAL PETROL CORP
4,539,756$45.4M14.42%
2
AAPLAPPLE INC
172,050$19.9M6.32%
3
CLMTUSDCALUMET SPECIALTY PROD
4,429,674$11.3M3.59%
4
PFEPFIZER INC
232,020$8.5M2.70%
5
CMICUMMINS INC
38,457$8.1M2.58%
6
BACVERIZON COMMUNICATIONS
132,556$7.9M2.50%
7
CATCATERPILLAR INC
50,407$7.5M2.39%
8
DMLPDORCHESTER MINERALS LP
718,320$7.4M2.36%
9
ABBVABBVIE
83,337$7.3M2.32%
10
SUNSUNOCO LP
296,978$7.2M2.30%
11
INTCINTEL CORP
137,803$7.1M2.26%
12
WMTWALMART INC
50,800$7.1M2.26%
13
CVXCHEVRON CORPORATION
96,449$6.9M2.20%
14
SUISUN COMMUNITIES REIT
48,480$6.8M2.16%
15
GSGOLDMAN SACHS GROUP
32,376$6.5M2.07%
16
7HPHP INC
338,381$6.4M2.04%
17
IBMIBM CORP
52,656$6.4M2.03%
18
TAT&T
222,238$6.3M2.01%
19
AMGNAMGEN
22,865$5.8M1.84%
20
ETENERGY TRANSFER LP
1,049,079$5.7M1.80%
21
BACBANK OF AMERICA
233,507$5.6M1.79%
22
WFCWELLS FARGO & CO
238,577$5.6M1.78%
23
CVSCVS HEALTH CORP
92,123$5.4M1.71%
24
CSCOCISCO SYSTEMS INC
130,990$5.2M1.64%
25
WYWEYERHAEUSER CO COM
180,493$5.1M1.63%
26
UVVUNIVERSAL CORP VA
119,878$5.0M1.59%
27
MSFTMICROSOFT CORP
23,729$5.0M1.58%
28
SJMSMUCKER J M CO
42,667$4.9M1.56%
29
HFCUSDHOLLYFRONTIER COPR
242,274$4.8M1.52%
30
MMM3M COMPANY
26,800$4.3M1.36%
31
PEPPEPSICO INC
30,635$4.2M1.35%
32
VLOVALERO ENERGY CORP NEW
96,900$4.2M1.33%
33
UPSUNITED PARCEL SVC
25,022$4.2M1.32%
34
KMBKIMBERLY-CLARK CORP
27,227$4.0M1.28%
35
NUSTAR ENERGY LP
376,690$4.0M1.27%
36
PAAPLAINS ALL AMERICAN PIPELINE LP
581,678$3.5M1.10%
37
PSXPHILIPS 66 COM
54,331$2.8M0.89%
38
MPLXMPLX LP
177,847$2.8M0.89%
39
WESWESTERN MIDSTREAM PARTNERS LP
344,783$2.8M0.88%
40
KMIKINDER MORGAN INC
210,893$2.6M0.83%
41
EPDENTERPRISE PRODUCTS PPTNSLP
151,145$2.4M0.76%
42
JNJJOHNSON & JOHNSON
15,980$2.4M0.76%
43
BPBP MIDSTREAM PARTNERS
234,274$2.3M0.74%
44
NVDANVIDIA CORPORATION COM
4,275$2.3M0.73%
45
HSYHERSHEY COMPANY
15,636$2.2M0.71%
46
AMZNAMAZON.COM
600$1.9M0.60%
47
PGPROCTER AND GAMBLE CO
12,750$1.8M0.56%
48
METAFACEBOOK INC-CLASS A
6,570$1.7M0.55%
49
SHLXUSDSHELL MIDSTREAM PARTNERS
176,348$1.7M0.53%
50
WTTRSELECT ENERGY SVCS INC
409,161$1.6M0.50%
51
GOOGALPHABET INC CAP STK CLC
1,050$1.5M0.49%
52
WMBWILLIAMS COS INC
64,491$1.3M0.40%
53
WEPMAGELLAN MIDSTREAM PARTNERSLP COMUNIT REPS
31,619$1.1M0.34%
54
CPTCAMDEN PROPERTY TRUSTSBI
12,076$1.1M0.34%
55
LQDISHARES IBOXX INVESTMENT GRADE CORP BONDS
7,778$1.0M0.33%
56
OKEONEOK INC
38,836$1.0M0.32%
57
EQREQUITY RESIDENTIAL
19,540$1.0M0.32%
58
EEMISHARES TRUST MSCI EMGMKTS ETF
13,373$589K0.19%
59
EFAISHARES MSCI EAFE ETF
8,691$553K0.18%
60
EPPISHARES INC MSCI PACIFICEX JAPAN ETF
13,354$541K0.17%
61
ARLPALLIANCE RES PARTNERS LP
171,079$473K0.15%
62
TTYPTRINITY PETROLEUM
7,159$472K0.15%
63
ENBENBRIDGE INC
15,839$462K0.15%
64
GEGENERAL ELECTRIC CO
62,988$392K0.12%
65
BMYBRISTOL-MYERS SQUIBB COCOM
5,510$332K0.11%
66
PFFISHARES TR PFD AND INCM SEC
7,307$266K0.08%
67
FFINFIRST FINANCIAL BANKSHARES INC
8,760$244K0.08%
68
SXCSUNCOKE ENERGY LP
64,612$220K0.07%
69
PAGPPLAINS GP HOLDINGS LP
32,300$196K0.06%
70
TRGPTARGA RES CORP
10,956$153K0.05%
71
CALIFORNIA RES CORP
197,005$17K0.01%
72
DOUGHERTYS PHARMACY INCCOM
117,114$1K0.00%