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Adams Asset Advisors, LLC

CIK:0001386929
Investment Adviser
$745M AUM
81 holdings
Dallas, TX, United States
Founded:2007
5 employees
Latest filing:Sep 30, 2025

Adams Asset Advisors, LLC is a Texas-based registered investment advisory firm headquartered in Dallas. Founded by Steve Adams, it provides investment management services to institutional and high-net-worth clients, focusing on systematic asset management strategies. The firm is registered with the SEC and reports regularly as an institutional investment manager. It operates with a small team and has been filing 13F reports since at least 2007.

Investment Strategy

Adams Asset Advisors, LLC pursues active management of diversified equity portfolios with a focus on value investing. The firm manages institutional and individual portfolios, aiming to generate superior long-term returns by selecting undervalued securities and utilizing fundamental analysis. It seeks to deliver risk-adjusted performance through strategic asset allocation and disciplined investment processes tailored to clients' objectives.

Latest 13F Filing Activity

Adams Asset Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 80 equity positions with a total 13F market value of $776M. The fund increased holdings in Occidental Petrol Corp., Calumet Inc., Newmont Corp. among other positions. Adams Asset Advisors, LLC reduced exposure to Alliance Resource Par LP, Kraft Heinz Co., Sunoco LP among others.

Top Buys
O
OXYOCCIDENTAL PETROL CORP
+$18.5M
C
CLMTCALUMET INC
+$13.5M
N
NEMNEWMONT CORP
+$5.2M
A
AAPLAPPLE INC
+$4.2M
B
BRK-BBERKSHIRE HATHAWAY INC
+$3.1M
Top Sells
A
ARLPALLIANCE RESOURCE PAR LP
-$2.3M
K
KHCKRAFT HEINZ CO
-$2.2M
S
SUNSUNOCO LP
-$2.0M
U
UPSUNITED PARCEL SERVICE
-$1.9M
E
ETENERGY TRANSFER LP
-$1.5M

Top Holdings

O
OXYOCCIDENTAL PETROL CORP
+21.5%$166.9M
C
CLMTCALUMET INC
+12.7%$98.7M
S
SUNSUNOCO LP
+3.7%$28.6M
E
ETENERGY TRANSFER LP
+3.1%$24.3M
A
AAPLAPPLE INC
+2.8%$21.8M

Equity Positions (80)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
OCCIDENTAL PETROL CORP21.52%$166.9M3,532,753$61.33$47.25+$18.5M
CALUMET INC12.72%$98.7M5,406,271$17.70$18.25+$13.5M
SUNOCO LP3.69%$28.6M571,547$41.93$50.01-$2.0M
ENERGY TRANSFER LP3.13%$24.3M1,416,494$6.11$17.16-$1.5M
APPLE INC2.81%$21.8M85,468$44.57$254.63+$4.2M

Industry Allocation

PETROLEUM REFINING
+32.1%
CRUDE PETROLEUM & NATURAL GAS
+25.6%
NATURAL GAS TRANSMISSION
+6.8%
PIPE LINES (NO NATURAL GAS)
+5.5%
NATIONAL COMMERCIAL BANKS
+5.4%