Fund Holdings

Adams Asset Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
J P MORGAN EXCHANGE TRADED F01,087,055+1,087,055060,353,294+60,353,294
CALUMET INC5,156,2713,202,232-1,954,039102,455,105114,960,129+12,505,024
BERKSHIRE HATHAWAY INC6,83732,945+26,1083,436,61815,787,244+12,350,626
OCCIDENTAL PETE CORP WTS EXP 08/03/2027468,312468,31209,022,96720,090,585+11,067,618
SUNOCO LP571,547565,822-5,72529,954,77836,761,455+6,806,677
DORCHESTER MINERALS LP814,852888,264+73,41218,220,09124,071,954+5,851,863
VALERO ENERGY CORP NEW65,62164,384-1,23710,682,44315,907,999+5,225,556
ENERGY TRANSFER LP1,422,6191,441,757+19,13823,458,98727,825,910+4,366,923
HF SINCLAIR CORP243,842243,842011,236,23915,213,302+3,977,063
CHEVRON CORP68,54268,462-8010,446,48614,164,788+3,718,302
PLAINS ALL AMERICAN PIPELINE LP827,791823,061-4,73014,867,12618,378,952+3,511,826
ENTERPRISE PRODUCTS PPTNSLP364,668398,768+34,10011,691,25615,089,381+3,398,125
VERIZON COMMUNICATIONS289,825293,729+3,90411,804,57214,745,196+2,940,624
PROCTER AND GAMBLE CO5,48321,044+15,561785,7693,039,595+2,253,826
MARKEL GROUP INC01,050+1,05002,009,773+2,009,773
ALTRIA GROUP INC235,728235,728013,592,05815,555,670+1,963,612
SELECT WATER SOLUTIONSINC CL A COM409,161409,16104,304,3746,260,163+1,955,789
AT&T433,735431,239-2,49610,773,97812,501,618+1,727,640
NEWMONT CORP202,569198,962-3,60720,226,51521,537,636+1,311,121
MPLX LP209,589216,096+6,50711,185,76512,332,599+1,146,834
ALLIANCE RESOURCE PAR LP255,397255,39705,932,8727,061,727+1,128,855
META PLATFORMS INC CLASS A01,938+1,93801,108,788+1,108,788
PFIZER INC341,161341,545+3848,494,9099,590,584+1,095,675
GLOBAL X FDS GLBL X MLP ETF48,88862,536+13,6482,366,6683,368,814+1,002,146
AMGEN INC35,89935,899011,750,10212,631,063+880,961
W P CAREY INC COM73,31882,388+9,0704,718,7465,599,088+880,342
BRISTOL-MYERS SQUIBB COCOM123,294123,29406,650,4787,477,781+827,303
KINDER MORGAN INC136,684136,68403,757,4434,583,015+825,572
PEPSICO INC39,41141,647+2,2365,656,2676,467,363+811,096
KIMBELL RTY PARTNERS LP055,780+55,7800807,137+807,137
NNN REIT INC COM47,52462,214+14,6901,883,3762,614,854+731,478
REALTY INCOME COPR REIT44,28652,465+8,1792,496,4023,209,809+713,407
BLUE OWL CAPITAL INC COM CL A29,233119,496+90,263436,7411,090,998+654,257
BRITISH AMER TOBACCO F SPONSORED ADR343,016343,016019,421,56520,056,146+634,581
WESTERN MIDSTREAM PARTNERS LP342,105342,105013,513,14714,084,463+571,316
SCHWAB US DIVIDEND EQUITY ETF227,090220,019-7,0716,229,0796,750,183+521,104
EXXON MOBIL CORP10,04010,04001,208,2141,703,386+495,172
STARWOOD PROPERTY TRUST INC64,53095,177+30,6471,162,1851,638,948+476,763
RLJ LODGING TRUST112,432134,902+22,4702,799,5573,251,138+451,581
WILLIAMS COS INC34,88434,88402,096,8772,538,858+441,981
GOLDMAN SACHS GROUP13,14214,142+1,00011,551,81811,963,991+412,173
HESS MIDSTREAM LP CL A11,87220,550+8,678409,584798,778+389,194
DELEK LOGISTICS PARTNERS LP70,28870,28803,136,2513,497,531+361,280
UNITED PARCEL SERVICE36,04739,924+3,8773,575,5023,927,723+352,221
HORMEL FOODS COPR255,275281,883+26,6086,050,0176,384,650+334,633
CUMMINS INC29,25928,377-88214,935,25715,267,394+332,137
PEABODY ENERGY CORP100,000100,00002,970,0003,295,000+325,000
ONEOK INC18,94118,94101,392,1631,712,077+319,914
PLAINS GP HOLDINGS LP57,75357,75301,105,3921,402,243+296,851
ENBRIDGE INC COM46,44546,44502,221,4642,514,532+293,068
ISHARES SELECT DIVIDEND ETF01,331+1,3310201,477+201,477
GOLDMAN SACHS BDC INC340,245374,609+34,3643,157,4743,326,528+169,054
CISCO SYSTEMS INC157,148157,148012,105,11012,193,113+88,003
JOHNSON & JOHNSON2,3472,3470485,711573,701+87,990
SUN COMMUNITIES REIT22,27022,27002,759,4762,805,129+45,653
WEYERHAEUSER CO COM54,31354,31301,286,6751,326,867+40,192
ISHARES SILVER TRUST ETF IV7,0007,0000450,940476,980+26,040
SIMON PROPERTY GROUP INC5,7895,78901,071,6021,079,822+8,220
TRINITY PETROLEUM TR10,02010,0200525,048531,060+6,012
GLOBAL PARTNERS LP COMUNITS9,8609,8600412,641415,106+2,465
FIRST FINANCIAL BANKSHARES INC8,7608,7600261,661257,982-3,679
UNIVERSAL CORP142,083142,08307,494,8787,487,774-7,104
NUVEEN CHURCHILL DIRECT LEND87,69591,021+3,3261,169,8511,157,787-12,064
KAYNE ANDERSON BDC INC20,34120,3410291,283279,079-12,204
KIMBERLY-CLARK CORP79,67183,167+3,4968,038,0078,023,120-14,887
CONAGRA BRANDS INC145,379155,397+10,0182,516,5102,442,841-73,669
GOLUB CAPITAL BDC INC146,834150,523+3,6891,992,5371,905,621-86,916
BLUE OWL CAPITAL CORP158,084169,701+11,6171,964,9841,876,893-88,091
MEDICAL PROPERTIES TRUST INC271,226271,22601,356,1301,255,776-100,354
BLACKSTONE SECURED LENDING F49,33750,169+8321,299,0431,188,504-110,539
VANECK ETF TR VANECK BDC INCOME ETF76,17174,079-2,0921,080,105948,211-131,894
CRESCENT CAP BDC INC COM79,82879,82801,121,583969,910-151,673
ALPHABET INC CAPT STK CLA6,2616,26101,959,6931,800,413-159,280
GLOBAL X FDS US PREFERRED ETF49,45239,294-10,158935,137723,009-212,128
MORGAN STANLEY DIRECT LENDIN111,397114,432+3,0351,835,8231,597,471-238,352
BROADCOM INC COM6,7036,70302,319,9082,074,646-245,262
ISHARES IBOXX INVESTMENT GRADE CORP BONDS10,6628,484-2,1781,174,891924,716-250,175
AH REALTY TRUST INC409,923439,923+30,0002,713,6902,419,576-294,114
MICROSOFT CORP13,92417,324+3,4006,733,9256,412,825-321,100
SCHWAB US LARGE-CAP GROWTH ETF48,78241,598-7,1841,591,2691,211,750-379,519
HP INC236,002251,744+15,7425,258,1254,836,002-422,123
FS KKR CAPITAL CORP132,384132,38401,960,6071,347,669-612,938
CITIGROUP INC150,376149,307-1,06917,547,37516,932,907-614,468
ABBVIE62,91262,912014,374,76313,682,731-692,032
APPLE INC78,07478,074021,225,19719,814,400-1,410,797
BANK OF AMERICA248,042243,543-4,49913,642,31011,872,721-1,769,589
WELLS FARGO & CO159,768159,768014,890,37812,719,130-2,171,248
OCCIDENTAL PETROL CORP3,282,7531,682,753-1,600,000134,986,803109,378,945-25,607,858
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