PEO

Adams Natural Resources Fund

Latest period2024 - Q4Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Adams Natural Resources Fund (PEO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adams Natural Resources Fund (PEO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Adams Natural Resources Fund (PEO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Adams Natural Resources Fund (PEO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Decreased -2.16%
0.45%
$1.584M
72,867 shares@ 21.75 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.608M
69,248 shares@ 23.22 avg price
Sheena Hanson@Uncommon Cents Investing Llc
Recent Activity
Decreased -0.94%
0.4%
$1.319M
60,672 shares@ 21.74 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -35.07%
0.03%
$784,077
36,066 shares@ 21.75 avg price
David Bordes@Cullen Investment Group, Ltd.
Recent Activity
Increased 1.94%
0.1%
$625,798
28,786 shares@ 21.74 avg price
Emily Priebe@Priebe Wealth Holdings Llc
Recent Activity
New Position
0.22%
$316,600
14,563 shares@ 21.75 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -8.49%
0.03%
$273,924
12,600 shares@ 21.74 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.02%
$36,849
1,695 shares@ 21.74 avg price
Samantha Pierangeli@City State Bank
Recent Activity
New Position
0.01%
$24,958
1,148 shares@ 21.75 avg price