Adams Asset Advisors, LLC Q4 2017 Filing

Filed January 11, 2018

Portfolio Value

$812.8M

Holdings

95

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (95 positions)

#StockSharesValue% PortfolioType
1
OXYOCCIDENTAL PETE CORP
6,289,866$463.3M57.00%
2
VLOVALERO ENERGY CORP NEW
138,411$12.7M1.57%
3
CLMTUSDCALUMET SPECIALTY PROD
1,399,880$12.1M1.49%
4
SUISUN COMMUNITIES INC REIT
129,445$12.0M1.48%
5
AAPLAPPLE INC
68,310$11.6M1.42%
6
CVXCHEVRON CORPORATION
78,179$9.8M1.20%
7
AEOAMERICAN EAGLE OUTFITRS
500,864$9.4M1.16%
8
INTCINTEL CORP
196,395$9.1M1.12%
9
KSSKOHLS CORP
165,253$9.0M1.10%
10
WYWEYERHAEUSER CO COM
251,175$8.9M1.09%
11
XOMEXXON MOBIL CORP
104,661$8.8M1.08%
12
CATCATERPILLAR INC
55,279$8.7M1.07%
13
CBL & ASSOCIATES
1,509,103$8.5M1.05%
14
DMLPDORCHESTER MINERALS LP
535,003$8.1M1.00%
15
BACVERIZON COMMUNICATIONS
153,252$8.1M1.00%
16
GAPGAP
237,545$8.1M1.00%
17
SLBSCHLUMBERGER LTD
115,935$7.8M0.96%
18
UVVUNIVERSAL CORP VA
148,619$7.8M0.96%
19
WMTWALMART
77,220$7.6M0.94%
20
ENBRIDGE ENERGY PARTNERSLP
512,066$7.1M0.87%
21
SUNSUNOCO LP
247,143$7.0M0.86%
22
AT&T
178,809$7.0M0.86%
23
SJMJM SMUCKER CO
54,060$6.7M0.83%
24
ARLPALLIANCE RES PARTNERS LP
336,041$6.6M0.81%
25
CAMPBELL SOUP CO
135,190$6.5M0.80%
26
CMICUMMINS INC
36,152$6.4M0.79%
27
IBMIBM CORP
40,962$6.3M0.77%
28
HPQHEWLETT PACKARD COMPANY
279,996$5.9M0.72%
29
CSCOCISCO SYSTEMS INC
152,473$5.8M0.72%
30
OLNOLIN CORP
162,613$5.8M0.71%
31
NUSTAR ENERGY
185,750$5.6M0.68%
32
ETENERGY TRANSFER PARTNERS UNITS REP L P INT
281,830$5.0M0.62%
33
BNSBANK OF NOVA SCOTIA
76,392$4.9M0.61%
34
PEGPUBLIC SERVICE ENTERPRISE GROUP
92,906$4.8M0.59%
35
KMIKINDER MORGAN
263,184$4.8M0.59%
36
PFEPFIZER INCORPORATED
124,709$4.5M0.56%
37
PAAPLAINS ALL AMERICAN PIPELINELP
215,321$4.4M0.55%
38
MSFTMICROSOFT CORP
50,810$4.3M0.53%
39
WEPMAGELLAN MIDSTREAM PARTNERSLP COMUNIT REPS
58,504$4.2M0.51%
40
CALIFORNIA RES CORP
197,006$3.8M0.47%
41
WFCWELLS FARGO
61,682$3.7M0.46%
42
ONEOK PARTNERS L P UNITLTD PARTNERSHIP
65,397$3.5M0.43%
43
BUCKEYE PARTNERS L P UNITLTD PARTNERSHIP I
60,599$3.0M0.37%
44
EPDENTERPRISE PRODUCTS PPTNSLP
110,966$2.9M0.36%
45
MURMURPHY OIL CORP
87,675$2.7M0.33%
46
BACBANK OF AMERICA
74,092$2.2M0.27%
47
COPCONOCOPHILLIPS
34,324$1.9M0.23%
48
ENERGY TRANSFER EQUITY
105,717$1.8M0.22%
49
EXPRESS INC
175,197$1.8M0.22%
50
HANHAWAIIAN HOLDINGS INC
35,953$1.4M0.18%
51
TAHOE RESOURCES
295,560$1.4M0.17%
52
SPGSIMON PROPERTY GROUP
7,561$1.3M0.16%
53
WESWESTERN GAS PARTNERS
26,962$1.3M0.16%
54
EPPISHARES MSCI PACIFICEX JAPAN ETF
26,708$1.3M0.16%
55
BG3BIG 5 SPORTING GOODS
165,959$1.3M0.16%
56
EEMISHARES MSCI EMERGING MKTS ETF
26,746$1.3M0.16%
57
FORTERRA INC
110,227$1.2M0.15%
58
EFAISHARES MSCI EAFE ETF
17,381$1.2M0.15%
59
LEGACY RESERVES PFD
252,892$1.2M0.15%
60
UISUNISYS CORP
144,387$1.2M0.14%
61
WILLIAMS PARTNERS LP COMUNIT LTD PARTNERSH
30,293$1.2M0.14%
62
TTS1EURTILE SHOP HOLDINGS INC
118,493$1.1M0.14%
63
WDRWADDELL & REED FINL CLASS A
49,464$1.1M0.14%
64
VWIAXVANGUARD WELLESLEY INCOMEADMIRAL
16,711$1.1M0.13%
65
ROWAN COMPANIES
68,493$1.1M0.13%
66
DEL TACO RESTAURANTS
84,221$1.0M0.13%
67
G3VGREEN PLAINS INC
59,630$1.0M0.12%
68
BKEBUCKLE INC
42,141$1.0M0.12%
69
SUNCOKE ENERGY LP
56,695$989K0.12%
70
SLBSELECTA BIOSCIENCES
99,009$971K0.12%
71
IDIINTERDIGITAL INC
12,678$965K0.12%
72
COOPER TIRE & RUBBER CO
26,988$954K0.12%
73
ODPEUROFFICE DEPOT
267,034$945K0.12%
74
PFFISHARES TR US PFD STKETF
24,342$926K0.11%
75
ACTGACACIA
220,977$894K0.11%
76
CELGCELGENE
8,500$887K0.11%
77
GMEGAMESTOP CORP
47,255$848K0.10%
78
IMGIAMGOLD CORPORATION
145,371$847K0.10%
79
SSUPSUPERIOR INDUSTRIES
56,269$835K0.10%
80
DVNDEVON ENERGY CORP NEW
19,111$791K0.10%
81
PSXPHILLIPS 66 COM
7,746$783K0.10%
82
ANFABERCROMBIE & FITCH
43,478$757K0.09%
83
GEGENERAL ELECTRIC
35,809$624K0.08%
84
PIER ONE IMPORTS
150,000$621K0.08%
85
APCANADARKO PETE CORP
11,115$596K0.07%
86
SYNCHRONOSS TECHS
64,171$573K0.07%
87
9990302DAPACHE CORP
12,450$525K0.06%
88
VFIIXVANGUARD GNMA INVESTORCL
42,396$443K0.05%
89
DAILY S&P 500 BEAR 3X
13,500$404K0.05%
90
GSGOLDMAN SACHS GROUP INC
1,400$356K0.04%
91
TTYPTRINITY PETE TR
5,609$336K0.04%
92
RYNRAYONIER INC COM
9,276$293K0.04%
93
ALPS ETF TR ALERIAN MLP ETF
22,156$239K0.03%
94
LQDISHARES IBOXX INVEST GRADE CORP
1,785$216K0.03%
95
ARATANA THERAPEUTICS
20,000$105K0.01%
96
DOUGHERTYS PHARMACY INC
114,030$15K0.00%