Adams Asset Advisors, LLC

CIK: 0001386929SEC EDGAR →

Portfolio Value

$760.1M

Holdings

83

As of

Q4 2025

New Positions

5

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

OCCIDENTAL PETROL CORP

3,282,753$135.0M
17.76%
2

CALUMET INC

5,156,271$102.5M
13.48%
3

SUNOCO LP

571,547$30.0M
3.94%
4

ENERGY TRANSFER LP

1,422,619$23.5M
3.09%
5

APPLE INC

78,074$21.2M
2.79%
6

NEWMONT CORP

202,569$20.2M
2.66%
7

BRITISH AMER TOBACCO F SPONSORED ADR

343,016$19.4M
2.56%
8

DORCHESTER MINERALS LP

814,852$18.2M
2.40%
9

CITIGROUP INC

150,376$17.5M
2.31%
10

CUMMINS INC

29,259$14.9M
1.96%

Quarterly Changes

Top Buys

HRLNEW
$6.0M
EPD↑ Increased
$2.4M
AVGONEW
$2.3M
PAA↑ Increased
$1.5M
BAC↑ Increased
$1.5M

Top Sells

OXY↓ Decreased
$31.9M
KHCCLOSED
$5.5M
CLMT↓ Decreased
$3.8M
CMI↓ Decreased
$2.5M
PLYMCLOSED
$2.4M

New Positions (5)

$6.0M · 255K shares
$2.3M · 7K shares
$436K · 29K shares
$409K · 12K shares
$291K · 20K shares

Closed Positions (3)

$5.5M · 212K shares
$2.4M · 108K shares
$208K · 56K shares

Sector Breakdown

Sector# HoldingsValue%
Energy23$417.3M54.9%
Financial Services22$82.1M10.8%
Unknown7$58.0M7.6%
Technology6$45.5M6.0%
Consumer Defensive7$44.1M5.8%
Healthcare5$41.8M5.5%
Basic Materials1$20.2M2.7%
Industrials2$18.5M2.4%
Real Estate7$15.4M2.0%
Communication Services2$12.7M1.7%
Utilities1$4.3M0.6%