Adams Asset Advisors, LLC Diversified Active

CIK: 0001386929 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 20, 2022

Total Value ($000): $680,370 (100.0% shares, 0.0% debt)

Holdings (76)

OXY OCCIDENTAL PETROL CORP 30.4%
Value ($000) $207,107 Shares 3,650,111 Est. Cost $46.06 Unrealized -9.3%
CALUMET SPECIALTY PROD 10.5%
Value ($000) $71,108 Shares 5,224,715 Est. Cost $5.88 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $20,295 Shares 116,232 Est. Cost $89.56 Unrealized +84.1%
DMLP DORCHESTER MINERALS LP 2.8%
Value ($000) $19,295 Shares 743,581 Est. Cost $9.58 Unrealized
ET ENERGY TRANSFER LP 2.3%
Value ($000) $15,509 Shares 1,386,011 Est. Cost $5.70 Unrealized
CVX CHEVRON CORP 2.1%
Value ($000) $14,191 Shares 87,155 Est. Cost $71.17 Unrealized +72.5%
SUN SUNOCO LP 1.8%
Value ($000) $12,255 Shares 300,090 Est. Cost $29.11 Unrealized
VLO VALERO ENERGY CORP NEW 1.7%
Value ($000) $11,656 Shares 114,800 Est. Cost $32.89 Unrealized +134.0%
NEM NEWMONT COPR 1.7%
Value ($000) $11,482 Shares 144,520 Est. Cost $54.88 Unrealized +9.4%
ABBVIE 1.6%
Value ($000) $11,188 Shares 69,016 Est. Cost $94.61 Unrealized
INTC INTEL CORP 1.6%
Value ($000) $10,717 Shares 216,249 Est. Cost $34.39 Unrealized +34.3%
MO ALTRIA GROUP INC 1.5%
Value ($000) $10,397 Shares 198,988 Est. Cost $33.78 Unrealized +9.9%
PARAMOUNT GLOBAL CLASS B 1.5%
Value ($000) $10,326 Shares 273,116 Est. Cost $40.92 Unrealized
IBM IBM CORP 1.5%
Value ($000) $10,305 Shares 79,264 Est. Cost $100.37 Unrealized +11.7%
PFE PFIZER INC 1.5%
Value ($000) $10,293 Shares 198,839 Est. Cost $22.18 Unrealized +91.5%
AMGN AMGEN 1.5%
Value ($000) $9,923 Shares 41,035 Est. Cost $174.39 Unrealized +16.6%
T AT&T 1.4%
Value ($000) $9,821 Shares 415,621 Est. Cost $16.79 Unrealized -11.2%
HPQ HP INC 1.4%
Value ($000) $9,593 Shares 264,287 Est. Cost $16.19 Unrealized +98.0%
KMB KIMBERLY-CLARK CORP 1.4%
Value ($000) $9,499 Shares 77,135 Est. Cost $110.18 Unrealized +3.5%
UVV UNIVERSAL CORP VA 1.4%
Value ($000) $9,496 Shares 163,535 Est. Cost $54.57 Unrealized +0.9%
CVS CVS HEALTH CORP 1.4%
Value ($000) $9,247 Shares 91,365 Est. Cost $51.64 Unrealized +78.2%
PRU PRUDENTIAL FINL 1.3%
Value ($000) $9,072 Shares 76,778 Est. Cost $83.42 Unrealized +12.8%
CMI CUMMINS INC 1.3%
Value ($000) $8,957 Shares 43,674 Est. Cost $112.05 Unrealized +75.5%
KHC KRAFT HEINZ CO 1.3%
Value ($000) $8,861 Shares 224,975 Est. Cost $30.50 Unrealized +1.7%
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $8,803 Shares 172,822 Est. Cost $31.17 Unrealized +33.1%
WMT WALMART INC 1.2%
Value ($000) $7,834 Shares 52,610 Est. Cost $21.45 Unrealized +107.9%
WES WESTERN MIDSTREAM PARTNERS LP 1.1%
Value ($000) $7,663 Shares 303,878 Est. Cost $15.67 Unrealized
WFC WELLS FARGO & CO 1.1%
Value ($000) $7,360 Shares 151,881 Est. Cost $29.57 Unrealized +64.0%
NUSTAR ENERGY LP 1.1%
Value ($000) $7,309 Shares 506,929 Est. Cost $30.31 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 1.1%
Value ($000) $7,268 Shares 675,483 Est. Cost $16.84 Unrealized
SUI SUN COMMUNITIES REIT 0.9%
Value ($000) $6,404 Shares 36,535 Est. Cost $124.83 Unrealized
PSX PHILIPS 66 COM 0.9%
Value ($000) $6,150 Shares 71,195 Est. Cost $52.53 Unrealized +38.6%
MPLX MPLX LP 0.9%
Value ($000) $6,072 Shares 183,015 Est. Cost $25.96 Unrealized
SJM SMUCKER J M CO 0.9%
Value ($000) $6,013 Shares 44,410 Est. Cost $89.37 Unrealized +33.7%
WY WEYERHAEUSER CO COM 0.9%
Value ($000) $5,869 Shares 154,878 Est. Cost $18.44 Unrealized +85.1%
MSFT MICROSOFT CORP 0.9%
Value ($000) $5,812 Shares 18,854 Est. Cost $71.72 Unrealized +306.3%
EPD ENTERPRISE PRODUCTS PPTNSLP 0.8%
Value ($000) $5,490 Shares 212,726 Est. Cost $32.49 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $5,127 Shares 30,635 Est. Cost $83.74 Unrealized +77.2%
UPS UNITED PARCEL SERVICE 0.7%
Value ($000) $4,735 Shares 22,079 Est. Cost $80.15 Unrealized +121.1%
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $4,665 Shares 17,100 Est. Cost $17.55 Unrealized +42.6%
KINDER MORGAN INC 0.6%
Value ($000) $3,901 Shares 206,329 Est. Cost $21.32 Unrealized
SELECT ENERGY SVCS INC 0.5%
Value ($000) $3,506 Shares 409,161 Est. Cost $14.53 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $3,173 Shares 70,882 Est. Cost $47.64 Unrealized
UAN CVR Partners LP LP 0.4%
Value ($000) $3,035 Shares 22,000 Est. Cost $137.95 Unrealized
GOOG ALPHABET INC CAP STK CLC 0.4%
Value ($000) $2,932 Shares 1,050 Est. Cost $66.98 Unrealized +101.5%
ALLIANCE RESOURCE PAR LP 0.4%
Value ($000) $2,639 Shares 171,079 Est. Cost $19.47 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $2,154 Shares 64,491 Est. Cost $18.19 Unrealized +40.4%
SHELL MIDSTREAM PARTNERS 0.3%
Value ($000) $2,146 Shares 150,964 Est. Cost $19.09 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,955 Shares 600 Est. Cost $110.16 Unrealized +40.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,948 Shares 12,750 Est. Cost $101.53 Unrealized +40.0%
CPT CAMDEN PROPERTY TRUSTSBI 0.3%
Value ($000) $1,891 Shares 11,382 Est. Cost $76.48 Unrealized +86.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,815 Shares 10,245 Est. Cost $119.13 Unrealized +27.4%
OKE ONEOK INC 0.3%
Value ($000) $1,814 Shares 25,686 Est. Cost $41.19 Unrealized +26.3%
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $1,787 Shares 19,879 Est. Cost $45.83 Unrealized +64.3%
MAGELLAN MIDSTREAM PARTNERSLP COMUNIT REPS 0.2%
Value ($000) $1,551 Shares 31,619 Est. Cost $54.49 Unrealized
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $1,474 Shares 6,630 Est. Cost $207.33 Unrealized +19.7%
BTI BRIT AMER TOBACCO F SPONSORED ADR 0.2%
Value ($000) $1,349 Shares 32,000 Est. Cost $36.07 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.1%
Value ($000) $968 Shares 45,806 Est. Cost $20.44 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORP BONDS 0.1%
Value ($000) $891 Shares 7,375 Est. Cost $120.70 Unrealized
TRGP TARGA RESOURCES CORP 0.1%
Value ($000) $826 Shares 10,956 Est. Cost $33.14 Unrealized +75.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $730 Shares 15,839 Est. Cost $25.00 Unrealized +33.1%
TTYP TRINITY PETROLEUM TR 0.1%
Value ($000) $661 Shares 10,020 Est. Cost $90.39 Unrealized
SXC SUNCOKE ENERGY LP 0.1%
Value ($000) $575 Shares 64,612 Est. Cost $5.07 Unrealized +55.4%
BMY BRISTOL-MYERS SQUIBB COCOM 0.1%
Value ($000) $402 Shares 5,510 Est. Cost $47.92 Unrealized +18.6%
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $396 Shares 1,200 Est. Cost $168.51 Unrealized +89.8%
FFIN FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $386 Shares 8,760 Est. Cost $26.69 Unrealized +64.9%
BVERS BEAVER COAL LTD LP 0.1%
Value ($000) $349 Shares 147 Est. Cost $1598.64 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $288 Shares 7,007 Est. Cost $29.26 Unrealized
HESS CORPORATION COM 0.0%
Value ($000) $286 Shares 2,679 Est. Cost $106.76 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $266 Shares 7,307 Est. Cost $31.75 Unrealized
MLPA GLOBAL X FDS GLBL X MLPETF 0.0%
Value ($000) $265 Shares 6,599 Est. Cost $33.04 Unrealized
NIO INC SPON ADS 0.0%
Value ($000) $243 Shares 11,554 Est. Cost $44.58 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $228 Shares 9,102 Est. Cost $25.05 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $208 Shares 5,165 Est. Cost $29.74 Unrealized 0.0%
PAGP PLAINS GP HOLDINGS LP 0.0%
Value ($000) $124 Shares 10,756 Est. Cost $17.77 Unrealized
CYPRESS ENVIRONMENTL PARTNRLP LTD 0.0%
Value ($000) $41 Shares 25,000 Est. Cost $1.76 Unrealized