Adams Asset Advisors, LLC Diversified Active

CIK: 0001386929 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 16, 2020

Total Value ($000): $315,033 (100.0% shares, 0.0% debt)

Holdings (72)

OXY OCCIDENTAL PETROL CORP 14.4%
Value ($000) $45,442 Shares 4,539,756 Est. Cost $49.74 Unrealized -73.3%
AAPL APPLE INC 6.3%
Value ($000) $19,925 Shares 172,050 Est. Cost $83.57 Unrealized +26.8%
CALUMET SPECIALTY PROD 3.6%
Value ($000) $11,295 Shares 4,429,674 Est. Cost $5.58 Unrealized
PFE PFIZER INC 2.7%
Value ($000) $8,515 Shares 232,020 Est. Cost $20.95 Unrealized +29.4%
CMI CUMMINS INC 2.6%
Value ($000) $8,120 Shares 38,457 Est. Cost $86.45 Unrealized +102.2%
VZ VERIZON COMMUNICATIONS 2.5%
Value ($000) $7,885 Shares 132,556 Est. Cost $27.97 Unrealized +52.2%
CAT CATERPILLAR INC 2.4%
Value ($000) $7,518 Shares 50,407 Est. Cost $65.58 Unrealized +93.4%
DMLP DORCHESTER MINERALS LP 2.4%
Value ($000) $7,420 Shares 718,320 Est. Cost $9.42 Unrealized
ABBVIE 2.3%
Value ($000) $7,299 Shares 83,337 Est. Cost $91.78 Unrealized
SUN SUNOCO LP 2.3%
Value ($000) $7,243 Shares 296,978 Est. Cost $29.08 Unrealized
INTC INTEL CORP 2.3%
Value ($000) $7,135 Shares 137,803 Est. Cost $26.92 Unrealized +72.8%
WMT WALMART INC 2.3%
Value ($000) $7,107 Shares 50,800 Est. Cost $18.38 Unrealized +124.7%
CVX CHEVRON CORPORATION 2.2%
Value ($000) $6,944 Shares 96,449 Est. Cost $70.87 Unrealized -6.2%
SUI SUN COMMUNITIES REIT 2.2%
Value ($000) $6,816 Shares 48,480 Est. Cost $124.83 Unrealized
GS GOLDMAN SACHS GROUP 2.1%
Value ($000) $6,506 Shares 32,376 Est. Cost $168.19 Unrealized +6.4%
HPQ HP INC 2.0%
Value ($000) $6,425 Shares 338,381 Est. Cost $16.16 Unrealized -6.2%
IBM IBM CORP 2.0%
Value ($000) $6,406 Shares 52,656 Est. Cost $97.74 Unrealized -4.0%
T AT&T 2.0%
Value ($000) $6,336 Shares 222,238 Est. Cost $17.98 Unrealized -13.5%
AMGN AMGEN 1.8%
Value ($000) $5,811 Shares 22,865 Est. Cost $150.46 Unrealized +39.3%
ET ENERGY TRANSFER LP 1.8%
Value ($000) $5,686 Shares 1,049,079 Est. Cost $4.80 Unrealized
BAC BANK OF AMERICA 1.8%
Value ($000) $5,625 Shares 233,507 Est. Cost $18.91 Unrealized +15.4%
WFC WELLS FARGO & CO 1.8%
Value ($000) $5,608 Shares 238,577 Est. Cost $29.57 Unrealized -26.2%
CVS CVS HEALTH CORP 1.7%
Value ($000) $5,379 Shares 92,123 Est. Cost $50.94 Unrealized +2.8%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $5,159 Shares 130,990 Est. Cost $27.96 Unrealized +32.6%
WY WEYERHAEUSER CO COM 1.6%
Value ($000) $5,147 Shares 180,493 Est. Cost $18.44 Unrealized +21.0%
UVV UNIVERSAL CORP VA 1.6%
Value ($000) $5,020 Shares 119,878 Est. Cost $55.92 Unrealized -23.4%
MSFT MICROSOFT CORP 1.6%
Value ($000) $4,990 Shares 23,729 Est. Cost $71.72 Unrealized +179.9%
SJM SMUCKER J M CO 1.6%
Value ($000) $4,928 Shares 42,667 Est. Cost $88.23 Unrealized +5.9%
HOLLYFRONTIER COPR 1.5%
Value ($000) $4,775 Shares 242,274 Est. Cost $24.65 Unrealized
MMM 3M COMPANY 1.4%
Value ($000) $4,292 Shares 26,800 Est. Cost $115.91 Unrealized -4.8%
PEP PEPSICO INC 1.3%
Value ($000) $4,246 Shares 30,635 Est. Cost $83.74 Unrealized +37.5%
VLO VALERO ENERGY CORP NEW 1.3%
Value ($000) $4,197 Shares 96,900 Est. Cost $30.83 Unrealized +38.2%
UPS UNITED PARCEL SVC 1.3%
Value ($000) $4,169 Shares 25,022 Est. Cost $80.15 Unrealized +46.4%
KMB KIMBERLY-CLARK CORP 1.3%
Value ($000) $4,020 Shares 27,227 Est. Cost $105.11 Unrealized +17.5%
NUSTAR ENERGY LP 1.3%
Value ($000) $4,000 Shares 376,690 Est. Cost $35.35 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 1.1%
Value ($000) $3,478 Shares 581,678 Est. Cost $17.87 Unrealized
PSX PHILIPS 66 COM 0.9%
Value ($000) $2,816 Shares 54,331 Est. Cost $51.68 Unrealized -5.1%
MPLX MPLX LP 0.9%
Value ($000) $2,799 Shares 177,847 Est. Cost $25.65 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP 0.9%
Value ($000) $2,758 Shares 344,783 Est. Cost $15.67 Unrealized
KINDER MORGAN INC 0.8%
Value ($000) $2,600 Shares 210,893 Est. Cost $21.52 Unrealized
EPD ENTERPRISE PRODUCTS PPTNSLP 0.8%
Value ($000) $2,386 Shares 151,145 Est. Cost $35.72 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,379 Shares 15,980 Est. Cost $119.13 Unrealized +6.6%
BP BP MIDSTREAM PARTNERS 0.7%
Value ($000) $2,321 Shares 234,274 Est. Cost $9.31 Unrealized
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $2,313 Shares 4,275 Est. Cost $8.06 Unrealized +43.9%
HSY HERSHEY COMPANY 0.7%
Value ($000) $2,241 Shares 15,636 Est. Cost $78.78 Unrealized +58.5%
AMZN AMAZON.COM 0.6%
Value ($000) $1,889 Shares 600 Est. Cost $110.16 Unrealized +43.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,772 Shares 12,750 Est. Cost $101.53 Unrealized +14.6%
META FACEBOOK INC-CLASS A 0.5%
Value ($000) $1,720 Shares 6,570 Est. Cost $207.33 Unrealized +23.5%
SHELL MIDSTREAM PARTNERS 0.5%
Value ($000) $1,668 Shares 176,348 Est. Cost $19.51 Unrealized
SELECT ENERGY SVCS INC 0.5%
Value ($000) $1,571 Shares 409,161 Est. Cost $14.53 Unrealized
GOOG ALPHABET INC CAP STK CLC 0.5%
Value ($000) $1,543 Shares 1,050 Est. Cost $66.98 Unrealized +13.1%
WMB WILLIAMS COS INC 0.4%
Value ($000) $1,267 Shares 64,491 Est. Cost $18.19 Unrealized -15.3%
MAGELLAN MIDSTREAM PARTNERSLP COMUNIT REPS 0.3%
Value ($000) $1,081 Shares 31,619 Est. Cost $54.49 Unrealized
CPT CAMDEN PROPERTY TRUSTSBI 0.3%
Value ($000) $1,074 Shares 12,076 Est. Cost $74.76 Unrealized 0.0%
LQD ISHARES IBOXX INVESTMENT GRADE CORP BONDS 0.3%
Value ($000) $1,047 Shares 7,778 Est. Cost $119.08 Unrealized
OKE ONEOK INC 0.3%
Value ($000) $1,008 Shares 38,836 Est. Cost $41.19 Unrealized -51.6%
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $1,002 Shares 19,540 Est. Cost $44.78 Unrealized 0.0%
EEM ISHARES TRUST MSCI EMGMKTS ETF 0.2%
Value ($000) $589 Shares 13,373 Est. Cost $34.10 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $553 Shares 8,691 Est. Cost $53.39 Unrealized
EPP ISHARES INC MSCI PACIFICEX JAPAN ETF 0.2%
Value ($000) $541 Shares 13,354 Est. Cost $36.63 Unrealized
ALLIANCE RES PARTNERS LP 0.2%
Value ($000) $473 Shares 171,079 Est. Cost $19.47 Unrealized
TTYP TRINITY PETROLEUM 0.1%
Value ($000) $472 Shares 7,159 Est. Cost $100.15 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $462 Shares 15,839 Est. Cost $25.00 Unrealized -12.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $392 Shares 62,988 Est. Cost $13.73 Unrealized
BMY BRISTOL-MYERS SQUIBB COCOM 0.1%
Value ($000) $332 Shares 5,510 Est. Cost $47.92 Unrealized +1.4%
PFF ISHARES TR PFD AND INCM SEC 0.1%
Value ($000) $266 Shares 7,307 Est. Cost $31.75 Unrealized
FFIN FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $244 Shares 8,760 Est. Cost $26.69 Unrealized +0.2%
SXC SUNCOKE ENERGY LP 0.1%
Value ($000) $220 Shares 64,612 Est. Cost $5.07 Unrealized -35.6%
PAGP PLAINS GP HOLDINGS LP 0.1%
Value ($000) $196 Shares 32,300 Est. Cost $18.68 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $153 Shares 10,956 Est. Cost $33.14 Unrealized -52.4%
CALIFORNIA RES CORP 0.0%
Value ($000) $17 Shares 197,005 Est. Cost $1.00 Unrealized
DOUGHERTYS PHARMACY INCCOM 0.0%
Value ($000) $1 Shares 117,114 Est. Cost $0.01 Unrealized