Adams Natural Resources Fund, Inc.

13F filer · CIK 0000216851

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$763MU.S. long equity reported on 13F

Positions510 new · 3 closed

Net flow last quarter-$5.19MBuys minus sells

Top 10 positions weight67.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202651 positions
XOMExxonMobil Holdings Corp	$184M	24.13%	0.03%	+0.9%	Q2 2013
CVXChevron Corp	$97.2M	12.75%	0.03%	-4.6%	Q2 2013
COPConocophillips	$46.2M	6.05%	0.04%	+17.8%	Q2 2013
WMBWilliams Companies, Inc.	$31.6M	4.14%	0.03%	-7.0%	Q2 2013
VLOValero Energy Corp	$29.6M	3.88%	0.04%	+19.7%	Q4 2015
LINLinde PLC	$27.9M	3.65%	0.01%	Not reported	Q4 2018
SLBSLB Limited	$25.5M	3.34%	0.04%	-0.9%	Q2 2013
TRGPTarga Resources Corp.	$24.6M	3.22%	0.04%	-1.0%	Q4 2016
PSXPhillips 66	$23.9M	3.13%	0.04%	-9.0%	Q2 2013
MPCMarathon Petroleum Corp	$20.4M	2.68%	0.03%	-6.0%	Q2 2013
EOGEog Resources Inc	$18.2M	2.38%	0.03%	-0.9%	Q2 2013
OXYOccidental Petroleum Corp	$14.9M	1.95%	0.03%	+84.7%	Q2 2013
FANGDiamondback Energy, Inc.	$14.7M	1.93%	0.03%	+12.9%	Q2 2017
FCXFreeport-Mcmoran Inc	$14.7M	1.92%	0.02%	Not reported	Q2 2013
KMIKinder Morgan, Inc.	$13.7M	1.80%	0.02%	-0.9%	Q2 2013
BKRBaker Hughes Co	$12.4M	1.63%	0.02%	-0.9%	Q3 2017
OKEOneok Inc	$12.2M	1.60%	0.02%	-0.9%	Q2 2018
HALHalliburton Co	$12M	1.57%	0.04%	+2.4%	Q2 2013
SHWSherwin Williams Co	$11.6M	1.52%	0.01%	+39.8%	Q3 2018
NEMNEWMONT Corp	$11.2M	1.47%	0.01%	-6.5%	Q1 2018
DVNDevon Energy Corp	$10.8M	1.42%	0.04%	-29.7%	Q2 2013
NUENucor Corp	$9.6M	1.26%	0.02%	-17.1%	Q1 2018
ECLEcolab Inc.	$8.75M	1.15%	0.01%	Not reported	Q1 2018
VMCVulcan Materials CO	$8.17M	1.07%	0.02%	Not reported	Q3 2018
EQTEQT Corp	$8.14M	1.07%	0.02%	-31.7%	Q2 2013
EXEEXPAND ENERGY Corp	$8.07M	1.06%	0.04%	+90.7%	Q1 2024
CRHCRH Public Ltd Co	$6.14M	0.81%	0.01%	-10.3%	Q4 2025
TPLTexas Pacific Land Corp	$5.84M	0.77%	0.02%	Not reported	Q4 2024
APDAir Products & Chemicals, Inc.	$5.31M	0.70%	0.01%	Not reported	Q4 2016
IFFInternational Flavors & Fragrances Inc	$5.27M	0.69%	0.03%	+229.1%	Q3 2018
CTVACorteva, Inc.	$4.91M	0.64%	0.01%	Not reported	Q2 2019
CFCF Industries Holdings, Inc.	$4.62M	0.61%	0.03%	-8.4%	Q2 2013
DDDuPont de Nemours, Inc.	$4.29M	0.56%	0.02%	+20.7%	Q2 2019
FTITechnipFMC plc	$3.22M	0.42%	0.01%	Not reported	Q1 2018
MLMMartin Marietta Materials Inc	$2.6M	0.34%	0.01%	-16.7%	Q3 2018
STLDSteel Dynamics Inc	$2.53M	0.33%	0.01%	Not reported	Q4 2016
PPGPPG Industries Inc	$2.2M	0.29%	0.01%	Not reported	Q3 2015
SWSmurfit Westrock plc	$1.91M	0.25%	0.01%	Not reported	Q3 2024
CCJCameco Corp	$1.83M	0.24%	0.00%	Not reported	Q4 2025
APAAPA Corp	$1.82M	0.24%	0.02%	Not reported	Q1 2021
IPInternational Paper Co	$1.56M	0.20%	0.01%	Not reported	Q3 2018
AMCRAmcor plc	$1.51M	0.20%	0.01%	Not reported	Q2 2019
DOWDow Inc.	$1.45M	0.19%	0.01%	Not reported	Q2 2013
PKGPackaging Corp of America	$1.26M	0.17%	0.01%	-58.3%	Q3 2014
BALLBALL Corp	$1.02M	0.13%	0.01%	Not reported	Q3 2018
ALBAlbemarle Corp	$972K	0.13%	0.01%	Not reported	Q3 2017
AVYAvery Dennison Corp	$877K	0.11%	0.01%	Not reported	Q3 2018
LYBLyondellBasell Industries N.V.	$821K	0.11%	0.00%	Not reported	Q2 2013
MOSMosaic Co	$449K	0.06%	0.01%	Not reported	Q1 2018
EOSEEos Energy Enterprises, Inc.	$368K	0.05%	0.02%	Not reported	Q4 2025

Q1 2026Reported Apr 22, 202654 positions
XOMExxonMobil Holdings Corp	$226M	26.25%	0.03%	+1.3%	Q2 2013
CVXChevron Corp	$127M	14.74%	0.03%	-1.4%	Q2 2013
COPConocophillips	$49.8M	5.77%	0.03%	Not reported	Q2 2013
WMBWilliams Companies, Inc.	$33.3M	3.86%	0.04%	+5.0%	Q2 2013
SLBSLB Limited	$28.4M	3.29%	0.04%	+64.3%	Q2 2013
PSXPhillips 66	$28.3M	3.28%	0.04%	Not reported	Q2 2013
LINLinde PLC	$26.6M	3.09%	0.01%	Not reported	Q4 2018
VLOValero Energy Corp	$23.5M	2.72%	0.03%	+8.1%	Q4 2015
TRGPTarga Resources Corp.	$23.2M	2.69%	0.04%	+33.3%	Q4 2016
MPCMarathon Petroleum Corp	$20.8M	2.41%	0.03%	-8.2%	Q2 2013
EOGEog Resources Inc	$20.4M	2.37%	0.03%	Not reported	Q2 2013
DVNDevon Energy Corp	$18.7M	2.17%	0.06%	+24.5%	Q2 2013
FANGDiamondback Energy, Inc.	$14.7M	1.70%	0.03%	-6.7%	Q2 2017
KMIKinder Morgan, Inc.	$14.5M	1.68%	0.02%	-37.1%	Q2 2013
EQTEQT Corp	$14.2M	1.65%	0.04%	-14.7%	Q2 2013
NEMNEWMONT Corp	$13.9M	1.61%	0.01%	Not reported	Q1 2018
BKRBaker Hughes Co	$13.8M	1.60%	0.02%	-40.1%	Q3 2017
FCXFreeport-Mcmoran Inc	$13.7M	1.59%	0.02%	Not reported	Q2 2013
HALHalliburton Co	$13.4M	1.56%	0.04%	+25.3%	Q2 2013
OKEOneok Inc	$12.8M	1.49%	0.02%	-14.9%	Q2 2018
OXYOccidental Petroleum Corp	$10.8M	1.25%	0.02%	-13.0%	Q2 2013
NUENucor Corp	$8.79M	1.02%	0.02%	Not reported	Q1 2018
ECLEcolab Inc.	$8.35M	0.97%	0.01%	-25.9%	Q1 2018
SHWSherwin Williams Co	$7.73M	0.90%	0.01%	Not reported	Q3 2018
VMCVulcan Materials CO	$7.54M	0.87%	0.02%	Not reported	Q3 2018
CRHCRH Public Ltd Co	$6.73M	0.78%	0.01%	Not reported	Q4 2025
TPLTexas Pacific Land Corp	$6.34M	0.73%	0.02%	Not reported	Q4 2024
CFCF Industries Holdings, Inc.	$6.05M	0.70%	0.03%	Not reported	Q2 2013
CVECenovus Energy Inc.	$5.57M	0.65%	0.01%	-8.0%	Q2 2021
APDAir Products & Chemicals, Inc.	$5.26M	0.61%	0.01%	Not reported	Q4 2016
EXEEXPAND ENERGY Corp	$5.09M	0.59%	0.02%	Not reported	Q1 2024
CTVACorteva, Inc.	$4.85M	0.56%	0.01%	Not reported	Q2 2019
CTRACentra Software Inc	$4.24M	0.49%	Not reported	Not reported	Q4 2013
DDDuPont de Nemours, Inc.	$3.6M	0.42%	0.02%	Not reported	Q2 2019
FTITechnipFMC plc	$3.36M	0.39%	0.01%	-22.6%	Q1 2018
MLMMartin Marietta Materials Inc	$3.18M	0.37%	0.01%	Not reported	Q3 2018
CCKCrown Holdings, Inc.	$2.97M	0.34%	0.03%	Not reported	Q4 2024
PKGPackaging Corp of America	$2.7M	0.31%	0.00%	+71.6%	Q3 2014
APAAPA Corp	$2.38M	0.28%	0.02%	Not reported	Q1 2021
DOWDow Inc.	$2.21M	0.26%	0.01%	Not reported	Q2 2013
STLDSteel Dynamics Inc	$1.98M	0.23%	0.01%	Not reported	Q4 2016
CCJCameco Corp	$1.95M	0.23%	0.00%	Not reported	Q4 2025
PPGPPG Industries Inc	$1.93M	0.22%	0.01%	Not reported	Q3 2015
SWSmurfit Westrock plc	$1.65M	0.19%	0.01%	Not reported	Q3 2024
IFFInternational Flavors & Fragrances Inc	$1.47M	0.17%	0.01%	Not reported	Q3 2018
IPInternational Paper Co	$1.46M	0.17%	0.01%	Not reported	Q3 2018
AMCRAmcor plc	$1.39M	0.16%	0.01%	Not reported	Q2 2019
ALBAlbemarle Corp	$1.29M	0.15%	0.01%	Not reported	Q3 2017
LYBLyondellBasell Industries N.V.	$1.26M	0.15%	0.00%	Not reported	Q2 2013
BALLBALL Corp	$963K	0.11%	0.01%	Not reported	Q3 2018

Q4 2025Reported Feb 13, 202655 positions
XOMExxonMobil Holdings Corp	$159M	24.06%	0.03%	+1.3%	Q2 2013
CVXChevron Corp	$95.1M	14.42%	0.03%	-1.4%	Q2 2013
COPConocophillips	$35.3M	5.36%	0.03%	-15.7%	Q2 2013
WMBWilliams Companies, Inc.	$26.2M	3.97%	0.04%	+24.4%	Q2 2013
LINLinde PLC	$22.9M	3.47%	0.01%	-12.7%	Q4 2018
PSXPhillips 66	$20.1M	3.04%	0.04%	-2.5%	Q2 2013
KMIKinder Morgan, Inc.	$18.9M	2.87%	0.03%	-1.1%	Q2 2013
BKRBaker Hughes Co	$17.2M	2.60%	0.04%	Not reported	Q3 2017
MPCMarathon Petroleum Corp	$15.1M	2.28%	0.03%	-17.7%	Q2 2013
EOGEog Resources Inc	$14.8M	2.25%	0.03%	Not reported	Q2 2013
VLOValero Energy Corp	$14.3M	2.17%	0.03%	-1.1%	Q4 2015
EQTEQT Corp	$14.1M	2.13%	0.04%	+19.1%	Q2 2013
SLBSLB Limited	$12.9M	1.96%	0.02%	-5.3%	Q2 2013
NEMNEWMONT Corp	$12.8M	1.94%	0.01%	+2.5%	Q1 2018
TRGPTarga Resources Corp.	$12.8M	1.94%	0.03%	+66.8%	Q4 2016
OKEOneok Inc	$12.2M	1.86%	0.03%	-1.1%	Q2 2018
FANGDiamondback Energy, Inc.	$12M	1.81%	0.03%	+123.9%	Q2 2017
FCXFreeport-Mcmoran Inc	$11.8M	1.80%	0.02%	+5.0%	Q2 2013
ECLEcolab Inc.	$11.1M	1.69%	0.02%	-4.5%	Q1 2018
DVNDevon Energy Corp	$11M	1.66%	0.05%	-0.1%	Q2 2013
NUENucor Corp	$8.48M	1.29%	0.02%	-3.7%	Q1 2018
CRHCRH Public Ltd Co	$7.99M	1.21%	0.01%	New	Q4 2025
VMCVulcan Materials CO	$7.9M	1.20%	0.02%	+4.1%	Q3 2018
OXYOccidental Petroleum Corp	$7.84M	1.19%	0.02%	-23.9%	Q2 2013
SHWSherwin Williams Co	$7.81M	1.18%	0.01%	-4.4%	Q3 2018
HALHalliburton Co	$7.78M	1.18%	0.03%	+73.8%	Q2 2013
EXEEXPAND ENERGY Corp	$5.12M	0.78%	0.02%	Not reported	Q1 2024
APDAir Products & Chemicals, Inc.	$4.47M	0.68%	0.01%	-12.1%	Q4 2016
CTVACorteva, Inc.	$3.88M	0.59%	0.01%	-37.0%	Q2 2019
CVECenovus Energy Inc.	$3.86M	0.59%	0.01%	Not reported	Q2 2021
TPLTexas Pacific Land Corp	$3.83M	0.58%	0.02%	-13.6%	Q4 2024
CFCF Industries Holdings, Inc.	$3.6M	0.55%	0.03%	-9.7%	Q2 2013
MLMMartin Marietta Materials Inc	$3.36M	0.51%	0.01%	Not reported	Q3 2018
CTRACentra Software Inc	$3.18M	0.48%	Not reported	Not reported	Q4 2013
DDDuPont de Nemours, Inc.	$3.16M	0.48%	0.02%	Not reported	Q2 2019
CCKCrown Holdings, Inc.	$3.05M	0.46%	0.03%	-8.6%	Q4 2024
FTITechnipFMC plc	$2.8M	0.42%	0.02%	Not reported	Q1 2018
STLDSteel Dynamics Inc	$1.87M	0.28%	0.01%	Not reported	Q4 2016
PPGPPG Industries Inc	$1.85M	0.28%	0.01%	Not reported	Q3 2015
CNQCANADIAN NATURAL RESOURCES Ltd	$1.73M	0.26%	0.00%	-47.2%	Q2 2021
CCJCameco Corp	$1.65M	0.25%	0.00%	New	Q4 2025
IPInternational Paper Co	$1.61M	0.24%	0.01%	Not reported	Q3 2018
SWSmurfit Westrock plc	$1.6M	0.24%	0.01%	Not reported	Q3 2024
PKGPackaging Corp of America	$1.53M	0.23%	0.01%	Not reported	Q3 2014
AMCRAmcor plc	$1.45M	0.22%	0.01%	-11.2%	Q2 2019
APAAPA Corp	$1.37M	0.21%	0.02%	Not reported	Q1 2021
IFFInternational Flavors & Fragrances Inc	$1.36M	0.21%	0.01%	Not reported	Q3 2018
DOWDow Inc.	$1.24M	0.19%	0.01%	-17.2%	Q2 2013
ALBAlbemarle Corp	$1.02M	0.15%	0.01%	Not reported	Q3 2017
AVYAvery Dennison Corp	$982K	0.15%	0.01%	Not reported	Q3 2018

Q3 2025Reported Oct 22, 202555 positions
XOMExxonMobil Holdings Corp	$147M	22.26%	0.03%	-2.7%	Q2 2013
CVXChevron Corp	$98.3M	14.91%	0.03%	+23.9%	Q2 2013
COPConocophillips	$42.3M	6.42%	0.04%	+19.3%	Q2 2013
LINLinde PLC	$29.2M	4.43%	0.01%	-3.3%	Q4 2018
WMBWilliams Companies, Inc.	$22.2M	3.36%	0.03%	-4.2%	Q2 2013
PSXPhillips 66	$21.7M	3.29%	0.04%	+7.6%	Q2 2013
MPCMarathon Petroleum Corp	$21.7M	3.29%	0.04%	+7.9%	Q2 2013
KMIKinder Morgan, Inc.	$19.7M	2.99%	0.03%	+9.5%	Q2 2013
BKRBaker Hughes Co	$18.4M	2.79%	0.04%	Not reported	Q3 2017
EOGEog Resources Inc	$15.9M	2.40%	0.03%	-29.0%	Q2 2013
VLOValero Energy Corp	$15.1M	2.30%	0.03%	+13.5%	Q4 2015
OKEOneok Inc	$12.3M	1.87%	0.03%	-3.2%	Q2 2018
SLBSLB Limited	$12.2M	1.85%	0.02%	-3.8%	Q2 2013
ECLEcolab Inc.	$12.2M	1.84%	0.02%	-1.3%	Q1 2018
EQTEQT Corp	$12M	1.82%	0.04%	+97.1%	Q2 2013
OXYOccidental Petroleum Corp	$11.8M	1.80%	0.03%	+94.2%	Q2 2013
NEMNEWMONT Corp	$10.6M	1.60%	0.01%	-1.2%	Q1 2018
DVNDevon Energy Corp	$10.5M	1.59%	0.05%	-1.1%	Q2 2013
SHWSherwin Williams Co	$8.73M	1.32%	0.01%	-34.2%	Q3 2018
FCXFreeport-Mcmoran Inc	$8.71M	1.32%	0.02%	-10.6%	Q2 2013
VMCVulcan Materials CO	$8.18M	1.24%	0.02%	-1.1%	Q3 2018
NUENucor Corp	$7.31M	1.11%	0.02%	+138.9%	Q1 2018
TRGPTarga Resources Corp.	$6.97M	1.06%	0.02%	-50.1%	Q4 2016
CTVACorteva, Inc.	$6.22M	0.94%	0.01%	Not reported	Q2 2019
DDDuPont de Nemours, Inc.	$6.12M	0.93%	0.02%	+38.6%	Q2 2019
APDAir Products & Chemicals, Inc.	$5.62M	0.85%	0.01%	-1.4%	Q4 2016
FANGDiamondback Energy, Inc.	$5.08M	0.77%	0.01%	-1.1%	Q2 2017
EXEEXPAND ENERGY Corp	$4.93M	0.75%	0.02%	-57.3%	Q1 2024
TPLTexas Pacific Land Corp	$4.81M	0.73%	0.02%	-5.5%	Q4 2024
CFCF Industries Holdings, Inc.	$4.63M	0.70%	0.03%	Not reported	Q2 2013
LNGCheniere Energy, Inc.	$4.14M	0.63%	0.01%	+32.3%	Q3 2017
HALHalliburton Co	$3.9M	0.59%	0.02%	-9.7%	Q2 2013
CVECenovus Energy Inc.	$3.88M	0.59%	0.01%	Not reported	Q2 2021
MLMMartin Marietta Materials Inc	$3.4M	0.52%	0.01%	Not reported	Q3 2018
CCKCrown Holdings, Inc.	$3.13M	0.47%	0.03%	Not reported	Q4 2024
CNQCANADIAN NATURAL RESOURCES Ltd	$3.1M	0.47%	0.00%	Not reported	Q2 2021
OVVOvintiv Inc.	$2.94M	0.45%	0.03%	New	Q3 2025
CTRACentra Software Inc	$2.86M	0.43%	Not reported	-48.4%	Q4 2013
FTITechnipFMC plc	$2.48M	0.38%	0.02%	Not reported	Q1 2018
PPGPPG Industries Inc	$1.9M	0.29%	0.01%	Not reported	Q3 2015
IPInternational Paper Co	$1.9M	0.29%	0.01%	Not reported	Q3 2018
SWSmurfit Westrock plc	$1.76M	0.27%	0.01%	Not reported	Q3 2024
PKGPackaging Corp of America	$1.61M	0.24%	0.01%	Not reported	Q3 2014
AMCRAmcor plc	$1.61M	0.24%	0.01%	+112.6%	Q2 2019
STLDSteel Dynamics Inc	$1.54M	0.23%	0.01%	-12.0%	Q4 2016
DOWDow Inc.	$1.47M	0.22%	0.01%	Not reported	Q2 2013
APAAPA Corp	$1.36M	0.21%	0.02%	Not reported	Q1 2021
IFFInternational Flavors & Fragrances Inc	$1.24M	0.19%	0.01%	Not reported	Q3 2018
BALLBALL Corp	$1.17M	0.18%	0.01%	Not reported	Q3 2018
LYBLyondellBasell Industries N.V.	$1.01M	0.15%	0.01%	Not reported	Q2 2013

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