Long-term investor
Adams Asset Advisors, LLC @adamsassetadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001386929).
Record
- Tracked since 2025-06-30 (445 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days -0.8% · 6 months n/a · 1 year +22.0% · all +22.0%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JEPQ · 9.8% · long · since 2026-03-31
- OXY · 9.1% · long · since 2025-06-30
- CLMT · 8.2% · long · since 2025-06-30
- SUN · 4.3% · long · since 2025-06-30
- ET · 3.2% · long · since 2025-06-30
- BRK-B · 2.9% · long · since 2025-06-30
- DMLP · 2.6% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- BTI · 2.4% · long · since 2025-06-30
- C · 2.4% · long · since 2025-06-30
- CMI · 2.3% · long · since 2025-06-30
- PAA · 2.1% · long · since 2025-06-30