Filer Snapshot

Adams Asset Advisors, LLC

CIK 0001386929. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

93

Latest Filing

27 Apr 2026

Industry

n/a

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Best next click

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F

13F-HR filed on 27 Apr 2026 for CIK 0001386929.

View Source Filing
Business address
10670 N. Central Expwy, Ste 470, Dallas, TX, 75231
Top securities (13F)
CLMT, OXY, JEPQ, SUN, ET, DMLP, NEM, OXYWS, BTI, AAPL, PAA, C, VLO, BRKB, MO, CMI, DINO, EPD, VZ, and CVX
Top holdings (Schedule 13G)
CLMT
State of incorporation
TX
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Adams Asset Advisors, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $891.46M across 88 reported holdings for Q1 2026.
  • Largest parsed 13F holding: CLMT at $114.96M.
  • 1 recent 13D/G stake row found; top row is CLMT at 4.7% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 88 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 27 Apr 2026

CLMT

12.9%

Calumet Inc

$114.96M

OXY

12.3%

Occidental Petrol Corp

$109.38M

JEPQ

6.8%

J P Morgan Exchange Traded F

$60.35M

SUN

4.1%

Sunoco Lp

$36.76M

ET

3.1%

Energy Transfer Lp

$27.83M

13D/G large-stake context

CLMT

16 Jan 2026 ยท Common Stock

4.7%

Latest update

What changed recently for Adams Asset Advisors, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 27 Apr 2026.

Benchmark Context

Benchmark context for this company

Adams Asset Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Filer Overview

Adams Asset Advisors, LLC has filed 93 SEC EDGAR filings since 18 Jan 2007. Common forms include 13F-HR, SCHEDULE 13G/A, 13F-HR/A, SC 13G.

Latest Filings

Recent SEC filings for Adams Asset Advisors, LLC with direct links to document and filing folders.

13F-HR File 028-12061

13F-HR filing

Filing date
27 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
02 Apr 2026
Reporting date
Not listed
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
15 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-12061

13F-HR filing

Filing date
09 Oct 2025
Reporting date
30 Sep 2025
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13F-HR/A File 028-12061

13F-HR/A filing

Filing date
08 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
07 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-12061

13F-HR filing

Filing date
21 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Feb 2025
Reporting date
Not listed
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
13 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
15 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
10 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
09 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
12 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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SC 13G File 005-91279

SC 13G filing

Filing date
03 Jan 2024
Reporting date
Not listed
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
11 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
14 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
12 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
13 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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SC 13G File 005-91279

SC 13G filing

Filing date
04 Jan 2023
Reporting date
Not listed
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
12 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
13 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
20 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
12 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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SC 13G File 005-91279

SC 13G filing

Filing date
10 Jan 2022
Reporting date
Not listed
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
13 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
14 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR/A File 028-12061

13F-HR/A filing

Filing date
14 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
12 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
22 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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SC 13G File 005-91279

SC 13G filing

Filing date
06 Jan 2021
Reporting date
Not listed
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
16 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
21 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR/A File 028-12061

13F-HR/A filing

Filing date
21 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR/A File 028-12061

13F-HR/A filing

Filing date
20 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
20 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
29 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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SC 13G File 005-91279

SC 13G filing

Filing date
08 Jan 2020
Reporting date
Not listed
SEC evidence
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SC 13G File 005-91279

SC 13G filing

Filing date
03 Jan 2020
Reporting date
Not listed
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
08 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
12 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
10 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
10 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
16 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
11 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
19 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR/A File 028-12061

13F-HR/A filing

Filing date
19 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
11 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
18 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
13 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
24 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
25 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
13 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
19 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
14 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
25 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
14 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
22 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
21 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
22 Jan 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
31 Oct 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
10 Jul 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
28 Apr 2014
Reporting date
31 Mar 2014
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
17 Jan 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
22 Oct 2013
Reporting date
30 Sep 2013
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
10 Jul 2013
Reporting date
30 Jun 2013
SEC evidence
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13F-HR File 028-12061

13F-HR

Filing date
22 Apr 2013
Reporting date
31 Mar 2013
SEC evidence
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13F-HR File 028-12061

13F-HR filing

Filing date
18 Jan 2013
Reporting date
31 Dec 2012
SEC evidence
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13F-HR/A File 028-12061

13F-HR/A

Filing date
01 Nov 2012
Reporting date
30 Sep 2012
SEC evidence
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13F-HR File 028-12061

13F-HR

Filing date
26 Oct 2012
Reporting date
30 Sep 2012
SEC evidence
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13F-HR File 028-12061

FORM 13F-HR

Filing date
26 Jul 2012
Reporting date
30 Jun 2012
SEC evidence
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13F-HR File 028-12061

FORM 13F-HR

Filing date
25 Apr 2012
Reporting date
31 Mar 2012
SEC evidence
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13F-HR File 028-12061

FORM 13F

Filing date
26 Jan 2012
Reporting date
31 Dec 2011
SEC evidence
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13F-HR File 028-12061

13F-HR

Filing date
25 Oct 2011
Reporting date
30 Sep 2011
SEC evidence
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13F-HR File 028-12061

13F

Filing date
29 Jul 2011
Reporting date
30 Jun 2011
SEC evidence
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13F-HR File 028-12061

13F

Filing date
14 Apr 2011
Reporting date
31 Mar 2011
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13F-HR File 028-12061

13F

Filing date
13 Jan 2011
Reporting date
31 Dec 2010
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13F-HR File 028-12061

13F

Filing date
18 Oct 2010
Reporting date
30 Sep 2010
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13F-HR File 028-12061

13F

Filing date
16 Jul 2010
Reporting date
30 Jun 2010
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13F-HR File 028-12061

13F

Filing date
19 Apr 2010
Reporting date
31 Mar 2010
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13F-HR File 028-12061

13F

Filing date
25 Jan 2010
Reporting date
31 Dec 2009
SEC evidence
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About this filer

Adams Asset Advisors, LLC files with the SEC under CIK 0001386929. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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