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| Adams Asset Advisors LLC
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|---|---|
| CRD # | 120573 |
| SEC # | 801-61797 |
| CIK # | 0001386929 |
| AUM | $839.4 M (2026-01-07) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 214-360-7410 |
| Address | 10670 N Central Expwy Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Occidental Petroleum Corp /DE/ | 80.1 | ||
| Calumet Inc /DE | 72.3 | ||
| Susser Petroleum Partners LP | 38.2 | ||
| Energy Transfer Equity LP | 28.2 | ||
| Dorchester Minerals LP | 23.0 | ||
| Apple Inc | 22.8 | ||
| British American Tobacco PLC | 21.2 | ||
| Citigroup Inc | 20.8 | ||
| Cummins Inc | 20.1 | ||
| Plains All American Pipeline LP | 18.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 118 | 839.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 118 | 839.4 |
| By Discretionary | ||
| Discretionary | 106 | 821.8 |
| Non-Discretionary | 12 | 17.6 |
| Total | 118 | 839.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 839.4 | |
| Total | 118 | 839.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001386929] | |
| SC 13G | [0001386929] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinney & Scofield Inc
✚
|
MA | 0.9 |
|
Delta Investment Management LLC
✚
|
CA | 0.9 |
|
Warner Financial Inc
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|
MD | 0.9 |
|
Lighthouse Wealth Strategies LLC
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|
WA | 0.8 |
|
Perspective Wealth Partners LLC
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|
ID | 0.8 |
|
Financial Resources Groupcom LLC
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|
WA | 0.8 |
|
Strategic Investment Solutions Inc
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|
IL | 0.8 |
|
Kennerman Associate Inc
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|
NY | 0.8 |
|
Valicenti Advisory Services Inc
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|
NY | 0.8 |
|
A N Culbertson & Company Inc
✚
|
VA | 0.8 |