Fund Holdings

Adams Asset Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
OCCIDENTAL PETROL CORP(OXY)3,532,7533,532,7530148,410,954166,922,57921.52%+18,511,625
CALUMET INC(CLMT)5,406,2715,406,271085,175,80098,664,44612.72%+13,488,646
NEWMONT CORP(NEM)218,258212,522-5,73612,715,71117,917,7302.31%+5,202,019
APPLE INC(AAPL)85,46885,468017,535,46921,762,7182.81%+4,227,249
BERKSHIRE HATHAWAY INC7446,837+6,093361,4133,437,2330.44%+3,075,820
ABBVIE(ABBV)63,42963,429011,773,69114,686,3511.89%+2,912,660
CUMMINS INC(CMI)29,55129,55109,677,95212,481,4561.61%+2,803,504
HF SINCLAIR CORP(DINO)244,909243,842-1,06710,060,86212,762,6901.65%+2,701,828
CITIGROUP INC(C)152,433151,341-1,09212,975,09715,361,1111.98%+2,386,014
VALERO ENERGY CORP NEW(VLO)65,96265,96208,866,61211,230,6901.45%+2,364,078
OCCIDENTAL PETE CORP WTS EXP 08/03/2027468,312468,31209,698,74211,941,9561.54%+2,243,214
DORCHESTER MINERALS LP(DMLP)617,108746,675+129,56717,192,62919,331,4162.49%+2,138,787
BRITISH AMER TOBACCO F SPONSORED ADR(BTI)346,549346,549016,402,16418,394,8212.37%+1,992,657
ALTRIA GROUP INC(MO)238,344238,344013,974,09015,744,9842.03%+1,770,894
ENTERPRISE PRODUCTS PPTNSLP(EPD)248,234296,668+48,4347,697,7369,276,8081.20%+1,579,072
PFIZER INC(PFE)295,919341,161+45,2427,173,0778,692,7821.12%+1,519,705
PEABODY ENERGY CORP(BTU)100,000100,00001,342,0002,652,0000.34%+1,310,000
PLYMOUTH INDUSTRIAL REIT INC77,732108,000+30,2681,248,3762,411,6400.31%+1,163,264
BANK OF AMERICA249,384249,384011,800,85112,865,7201.66%+1,064,869
SELECT WATER SOLUTIONSINC CL A COM(WTTR)409,161409,16103,535,1514,373,9310.56%+838,780
CHEVRON CORP(CVX)68,97868,97809,876,95910,711,5941.38%+834,635
PEPSICO INC(PEP)28,55432,238+3,6843,770,2704,527,5050.58%+757,235
HP INC(HPQ)237,799236,002-1,7975,816,5646,426,3340.83%+609,770
ARMADA HOFFLER PROPERTIES220,241299,923+79,6821,513,0562,102,4600.27%+589,404
WELLS FARGO & CO(WFC)161,478160,888-59012,937,61713,485,6321.74%+548,015
PLAINS GP HOLDINGS LP(PAGP)20,90948,311+27,402406,262881,1930.11%+474,931
GLOBAL X FDS GLBL X MLP ETF25,97536,487+10,5121,303,9451,766,7010.23%+462,756
ALPHABET INC CAPT STK CLA(GOOG)6,2616,26101,103,3761,522,0490.20%+418,673
W P CAREY INC COM(WPC)71,97571,438-5374,489,8004,827,0660.62%+337,266
MICROSOFT CORP(MSFT)14,23714,23707,081,6267,374,0550.95%+292,429
REALTY INCOME COPR REIT(O)42,32344,653+2,3302,438,2282,714,4560.35%+276,228
CRESCENT CAP BDC INC COM017,639+17,6390251,5320.03%+251,532
ENBRIDGE INC COM(ENB)46,44546,44502,104,8872,343,6150.30%+238,728
MEDICAL PROPERTIES TRUST INC(MPT)271,226271,22601,168,9841,375,1160.18%+206,132
WESTERN MIDSTREAM PARTNERS LP(WES)327,105327,105012,658,96312,851,9551.66%+192,992
DELEK LOGISTICS PARTNERS LP(DKL)70,28870,28803,018,8703,200,9160.41%+182,046
SCHWAB US DIVIDEND EQUITY ETF231,786231,589-1976,142,3296,322,3800.82%+180,051
BLUE OWL CAPITAL CORP(OBDC)100,430125,369+24,9391,440,1661,600,9620.21%+160,796
VERIZON COMMUNICATIONS(VZ)235,178235,178010,176,15210,336,0731.33%+159,921
SIMON PROPERTY GROUP INC(SPG)5,7895,7890930,6401,086,4220.14%+155,782
RLJ LODGING TRUST(RLJ)97,95897,95802,317,6862,471,4800.32%+153,794
WEYERHAEUSER CO COM(WY)46,59154,313+7,7221,196,9231,346,4190.17%+149,496
SCHWAB US LARGE-CAP GROWTH ETF46,57346,858+2851,360,3971,495,2390.19%+134,842
AMGEN INC(AMGN)36,18236,182010,102,37610,210,5611.32%+108,185
GOLUB CAPITAL BDC INC(GBDC)137,723153,977+16,2542,017,6422,107,9450.27%+90,303
JOHNSON & JOHNSON(JNJ)2,3472,3470358,504435,1800.06%+76,676
NNN REIT INC COM(NNN)40,76643,112+2,3461,760,2761,835,2780.24%+75,002
MORGAN STANLEY DIRECT LENDIN(MSDL)90,516109,633+19,1171,694,4601,762,8990.23%+68,439
ISHARES SILVER TRUST ETF IV(SLV)7,0007,0000229,670296,5900.04%+66,920
SUN COMMUNITIES REIT(SUI)22,27022,27002,816,9322,872,8300.37%+55,898
EXXON MOBIL CORP10,04010,04001,082,3121,132,0100.15%+49,698
GLOBAL X FDS US PREFERRED ETF49,80650,146+340937,846974,3360.13%+36,490
ISHARES IBOXX INVESTMENT GRADE CORP BONDS11,18011,258+781,225,4851,254,9750.16%+29,490
TRINITY PETROLEUM TR10,02010,0200541,080568,1340.07%+27,054
WILLIAMS COS INC(WMB)34,88434,88402,191,0642,209,9010.28%+18,837
FIRST FINANCIAL BANKSHARES INC(FFIN)8,7608,7600315,185294,7740.04%-20,411
PROCTER AND GAMBLE CO(PG)3,6413,6410580,084559,4400.07%-20,644
NEXPOINT DIVERSIFIED REAL ES56,30056,3000235,897207,7470.03%-28,150
GLOBAL PARTNERS LP COMUNITS(GLP)9,8609,8600519,918473,2800.06%-46,638
VANECK ETF TR VANECK BDC INCOME ETF76,41976,465+461,244,1011,142,3870.15%-101,714
GOLDMAN SACHS GROUP(GS)14,96713,142-1,82510,592,89410,465,6321.35%-127,262
KINDER MORGAN INC(KMI)136,684136,68404,018,5103,869,5240.50%-148,986
ONEOK INC(OKE)18,94118,94101,546,1541,382,1250.18%-164,029
CISCO SYSTEMS INC(CSCO)158,192157,148-1,04410,975,36110,752,0661.39%-223,295
NUVEEN CHURCHILL DIRECT LEND90,15187,695-2,4561,459,5451,210,1910.16%-249,354
BLACKSTONE SECURED LENDING F(BXSL)50,35049,337-1,0131,548,2621,286,2160.17%-262,046
KIMBERLY-CLARK CORP(KMB)71,12571,457+3329,169,4358,884,9631.15%-284,472
BRISTOL-MYERS SQUIBB COCOM(BMY)124,472121,058-3,4145,761,8095,459,7160.70%-302,093
AT&T(T)437,240437,240012,653,72512,347,6581.59%-306,067
MPLX LP(MPLX)209,589209,589010,795,92910,468,9711.35%-326,958
CONAGRA BRANDS INC(CAG)193,623197,132+3,5093,963,4633,609,4870.47%-353,976
GOLDMAN SACHS BDC INC(GSBD)325,788323,380-2,4083,665,1153,288,7750.42%-376,340
UNIVERSAL CORP(UVV)149,418143,987-5,4318,702,1048,044,5541.04%-657,550
FS KKR CAPITAL CORP(FSK)142,637141,307-1,3302,959,7182,109,7140.27%-850,004
STARWOOD PROPERTY TRUST INC(STWD)83,67532,709-50,9661,679,357633,5730.08%-1,045,784
PLAINS ALL AMERICAN PIPELINE LP(PAA)787,922784,791-3,13114,434,73113,388,5341.73%-1,046,197
ENERGY TRANSFER LP(ET)1,423,7171,416,494-7,22325,811,98924,307,0373.13%-1,504,952
UNITED PARCEL SERVICE(UPS)51,48039,333-12,1475,196,3913,285,4850.42%-1,910,906
SUNOCO LP(SUN)571,547571,547030,629,20428,583,0653.69%-2,046,139
KRAFT HEINZ CO(KHC)297,853212,024-85,8297,690,5645,521,1050.71%-2,169,459
ALLIANCE RESOURCE PAR LP(ARLP)334,845255,397-79,4488,752,8486,457,7130.83%-2,295,135
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