Question 1

What stocks does ADAMS ASSET ADVISORS LLC hold in its portfolio?

Accepted Answer

ADAMS ASSET ADVISORS LLC's top stock holdings include JEPQ, OXY, CLMT and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADAMS ASSET ADVISORS LLC's largest stock holdings?

Accepted Answer

ADAMS ASSET ADVISORS LLC's largest stock holdings as of their last filing include JEPQ (valued at approximately $86.5 million), OXY (valued at approximately $80.1 million), CLMT (valued at approximately $72.3 million), SCHD (valued at approximately $6.9 million), MLPA (valued at approximately $3.5 million).

Question 3

When was ADAMS ASSET ADVISORS LLC's last SEC filing?

Accepted Answer

ADAMS ASSET ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADAMS ASSET ADVISORS LLC recently bought or sold?

Accepted Answer

ADAMS ASSET ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADAMS ASSET ADVISORS LLC reported?

Accepted Answer

ADAMS ASSET ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADAMS ASSET ADVISORS LLC invest in?

Accepted Answer

ADAMS ASSET ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.