Adams Asset Advisors, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
AA
Adams Asset Advisors, LLC
Institutional Filer 17.29%$891.5M88

Current Portfolio Holdings

Showing all 88 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1CLMTCalumet, Inc.Energy3.2M$115.0M12.90%
2OXYOccidental Petroleum CorporationEnergy1.7M$109.4M12.27%
3NaNJ P MORGAN EXCHANGE TRADED F1.1M$60.4M6.77%
4SUNSunoco LPEnergy566K$36.8M4.12%
5ETEnergy Transfer LPEnergy1.4M$27.8M3.12%
6DMLPDorchester Minerals, L.P.Energy888K$24.1M2.70%
7NEMNewmont CorporationBasic Materials199K$21.5M2.42%
8OXYWSOCCIDENTAL PETE CORP WTS EXP 08/03/2027468K$20.1M2.25%
9BTIBritish American Tobacco p.l.c.Consumer Defensive343K$20.1M2.25%
10AAPLApple Inc.Technology78K$19.8M2.22%
11PAAPlains All American Pipeline, L.P.Energy823K$18.4M2.06%
12CCitigroup Inc.Financial Services149K$16.9M1.90%
13VLOValero Energy CorporationEnergy64K$15.9M1.78%
14BRKBBERKSHIRE HATHAWAY INC33K$15.8M1.77%
15MOAltria Group, Inc.Consumer Defensive236K$15.6M1.74%
Showing 1 to 15 of 88 holdings
Adams Asset Advisors, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner