Recurrent Investment Advisors LLC

Institutional manager (13F) · CIK 1803146

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B

#	Issuer	Value	Shares
1	CENOVUS ENERGY INC	$160M	5,799,641
2	TARGA RES CORP	$118M	471,801
3	ENERGY TRANSFER L P	$107M	5,562,381
4	ONEOK INC NEW	$104M	1,156,034
5	SUNCOR ENERGY INC NEW	$102M	1,515,161
6	CHENIERE ENERGY INC	$85M	300,074
7	KINDER MORGAN INC DEL	$81M	2,430,444
8	PHILLIPS 66	$75M	414,064
9	MURPHY USA INC	$72M	146,119
10	PEMBINA PIPELINE CORP	$67M	1,494,250
11	SUNOCO LP/SUNOCO FIN CORP	$67M	1,027,877
12	ENTERPRISE PRODS PARTNERS L	$63M	1,675,483
13	WILLIAMS COS INC	$56M	762,867
14	PLAINS GP HLDGS L P	$51M	2,124,947
15	DT MIDSTREAM INC	$48M	355,156
16	PBF ENERGY INC	$48M	1,002,915
17	WESTERN MIDSTREAM PARTNERS L	$47M	1,134,758
18	VIPER ENERGY INC	$46M	989,318
19	MARATHON PETE CORP	$44M	180,958
20	SOUTH BOW CORP	$39M	1,161,016
21	ENBRIDGE INC	$25M	465,619
22	DOW HLDGS INC	$14M	335,209
23	WESTLAKE CORPORATION	$13M	112,790
24	BARRICK MNG CORP	$11M	234,761
25	NEWMONT CORP	$11M	97,245
26	LYONDELLBASELL INDUSTRIES NV	$10M	125,488
27	EXXON MOBIL CORP	$10M	58,300
28	CHEVRON CORPORATION	$9M	43,163
29	HUNTSMAN CORP	$7M	535,914
30	EASTMAN CHEM CO	$7M	87,136
31	NUTRIEN LTD	$5M	52,360
32	MATADOR RES CO	$5M	76,996
33	CONOCOPHILLIPS	$4M	33,972
34	VALE S A	$3M	196,130
35	FREEPORT MCMORAN INC	$3M	52,517
36	CANADIAN NAT RES LTD MED TER	$3M	59,242
37	HALLIBURTON CO	$3M	73,648
38	NUCOR CORP	$3M	16,615
39	TECK RESOURCES LTD	$3M	40,394
40	RIO TINTO PLC	$3M	27,247
41	DIAMONDBACK ENERGY INC	$2M	11,756
42	SHELL PLC	$2M	56,141
43	BHP BILLITON LIMITED	$2M	27,271
44	DARLING INGREDIENTS INC	$2M	27,265
45	POSCO HOLDINGS INC	$1M	24,960
46	MOSAIC CO	$1M	54,447
47	TOTALENERGIES SE	$1M	15,824
48	ALBEMARLE CORP	$1M	6,283
49	EXPAND ENERGY CORPORATION	$1M	9,689
50	CF INDUSTRIES HOLD	$1M	8,163

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.