Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Adams Asset Advisors, LLC (CIK 1386929) reported $891.5M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLMT ($115.0M, 12.90%), OXY ($109.4M, 12.27%), JEPQ ($60.4M, 6.77%), SUN ($36.8M, 4.12%), ET ($27.8M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLMT | CALUMET INC | $115.0M | 12.90% | 3.2M | Trimmed |
| 2 | OXY | OCCIDENTAL PETROL CORP | $109.4M | 12.27% | 1.7M | Trimmed |
| 3 | JEPQ | J P MORGAN EXCHANGE TRADED F | $60.4M | 6.77% | 1.1M | New |
| 4 | SUN | SUNOCO LP | $36.8M | 4.12% | 565,822 | Trimmed |
| 5 | ET | ENERGY TRANSFER LP | $27.8M | 3.12% | 1.4M | Added |
| 6 | DMLP | DORCHESTER MINERALS LP | $24.1M | 2.70% | 888,264 | Added |
| 7 | NEM | NEWMONT CORP | $21.5M | 2.42% | 198,962 | Trimmed |
| 8 | OXY/WS | OCCIDENTAL PETE CORP WTS EXP 08/03/2027 | $20.1M | 2.25% | 468,312 | Hold |
| 9 | BTI | BRITISH AMER TOBACCO F SPONSORED ADR | $20.1M | 2.25% | 343,016 | Hold |
| 10 | AAPL | APPLE INC | $19.8M | 2.22% | 78,074 | Hold |
| 11 | PAA | PLAINS ALL AMERICAN PIPELINE LP | $18.4M | 2.06% | 823,061 | Trimmed |
| 12 | C | CITIGROUP INC | $16.9M | 1.90% | 149,307 | Trimmed |
| 13 | VLO | VALERO ENERGY CORP NEW | $15.9M | 1.78% | 64,384 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC | $15.8M | 1.77% | 32,945 | Added |
| 15 | MO | ALTRIA GROUP INC | $15.6M | 1.74% | 235,728 | Hold |
| 16 | CMI | CUMMINS INC | $15.3M | 1.71% | 28,377 | Trimmed |
| 17 | DINO | HF SINCLAIR CORP | $15.2M | 1.71% | 243,842 | Hold |
| 18 | EPD | ENTERPRISE PRODUCTS PPTNSLP | $15.1M | 1.69% | 398,768 | Added |
| 19 | VZ | VERIZON COMMUNICATIONS | $14.7M | 1.65% | 293,729 | Added |
| 20 | CVX | CHEVRON CORP | $14.2M | 1.59% | 68,462 | Trimmed |
| 21 | WES | WESTERN MIDSTREAM PARTNERS LP | $14.1M | 1.58% | 342,105 | Hold |
| 22 | ABBV | ABBVIE | $13.7M | 1.53% | 62,912 | Hold |
| 23 | WFC | WELLS FARGO & CO | $12.7M | 1.43% | 159,768 | Hold |
| 24 | AMGN | AMGEN INC | $12.6M | 1.42% | 35,899 | Hold |
| 25 | T | AT&T | $12.5M | 1.40% | 431,239 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31