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| Happy Holidays!! thanks for using AUM13F!! |
| Adams Asset Advisors LLC
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| CRD # | 120573 |
| SEC # | 801-61797 |
| CIK # | 0001386929 |
| AUM | $912.2 M (2025-04-08) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 214-360-7410 |
| Address | 10670 N Central Expwy Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001386929 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Occidental Petroleum Corp /DE/ | 148.4 | ||
| Calumet Inc /DE | 85.2 | ||
| Susser Petroleum Partners LP | 30.6 | ||
| Energy Transfer Equity LP | 25.8 | ||
| Apple Inc | 17.5 | ||
| Dorchester Minerals LP | 17.2 | ||
| British American Tobacco PLC | 16.4 | ||
| Plains All American Pipeline LP | 14.4 | ||
| Altria Group Inc | 14.0 | ||
| Citigroup Inc | 13.0 | ||
| Wells Fargo & Co/MN | 12.9 | ||
| Newmont Mining Corp /DE/ | 12.7 | ||
| Western Gas Equity Partners LP | 12.7 | ||
| AT&T Inc | 12.7 | ||
| Bank of America Corp /DE/ | 11.8 | ||
| AbbVie Inc | 11.8 | ||
| Cisco Systems Inc | 11.0 | ||
| MPLX LP | 10.8 | ||
| Goldman Sachs Group Inc | 10.6 | ||
| Verizon Communications Inc | 10.2 | ||
| Amgen Inc | 10.1 | ||
| HF Sinclair Corp | 10.1 | ||
| Chevron Corp | 9.9 | ||
| Cummins Inc | 9.7 | ||
| Kimberly Clark Corp | 9.2 | ||
| Valero Energy Corp/Tx | 8.9 | ||
| Alliance Resource Partners LP | 8.8 | ||
| Universal Corp /VA/ | 8.7 | ||
| Enterprise Products Partners L P | 7.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 138 | 882.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 29.8 |
| (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 | 139 | 912.2 |
| By Discretionary | ||
| Discretionary | 120 | 885.3 |
| Non-Discretionary | 19 | 26.8 |
| Total | 139 | 912.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 912.2 | |
| Total | 139 | 912.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001386929] | |
| SC 13G | [0001386929] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Providence Capital Advisors LLC
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|
NC | 0.9 |
|
LS Investment Advisors LLC
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MI | 0.9 |
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Oppenheimer Investment Management LLC
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NY | 0.9 |
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Violich Capital Management
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CA | 0.9 |
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Kohmann Bosshard Financial Services LLC
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OH | 0.9 |
|
Peak Asset Management LLC
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CO | 0.9 |
|
Kerberrose Wealth Management LLC
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WI | 0.9 |
|
Sollinda Capital Management LLC
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FL | 0.9 |
|
Fifth Avenue Family Office LLC
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|
FL | 0.9 |
|
Capital Advisors Wealth Management LLC
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|
WA | 0.9 |