CIK 1803146
Recurrent Investment Advisors LLC
Institutional 13F holdings & portfolio
Holdings
71
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | 6.4M | $1M+ | SH |
| TRGP | TARGA RES CORP | 529K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 5.4M | $1M+ | SH |
| OKE | ONEOK INC NEW | 1.2M | $1M+ | SH |
| KEY | KEYCORP | 1.9M | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 1.8M | $1M+ | SH |
| PSX | PHILLIPS 66 | 455K | $1M+ | SH |
| PBA | PEMBINA PIPELINE CORP | 1.5M | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.7M | $1M+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 1.3M | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 264K | $1M+ | SH |
| MUSA | MURPHY USA INC | 119K | $1M+ | SH |
| PAGP | PLAINS GP HLDGS L P | 2.4M | $1M+ | SH |
| MPC | MARATHON PETE CORP | 282K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 761K | $1M+ | SH |
| DTM | DT MIDSTREAM INC | 354K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 1.5M | $1M+ | SH |
| SOBO | SOUTH BOW CORP | 1.4M | $1M+ | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 679K | $1M+ | SH |
| PBF | PBF ENERGY INC | 1.3M | $1M+ | SH |
| VNOM | VIPER ENERGY INC | 723K | $1M+ | SH |
| ENB | ENBRIDGE INC | 463K | $1M+ | SH |
| B | BARRICK MNG CORP | 230K | $1M+ | SH |
| NEM | NEWMONT CORP | 95K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 57K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 43K | $1M+ | SH |
| WLK | WESTLAKE CORPORATION | 76K | $1M+ | SH |
| DOW | DOW INC | 216K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 88K | $1M+ | SH |
| NTR | NUTRIEN LTD | 50K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 33K | $1M+ | SH |
| MTDR | MATADOR RES CO | 67K | $1M+ | SH |
| NUE | NUCOR CORP | 16K | $1M+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 60K | $1M+ | SH |
| EMN | EASTMAN CHEM CO | 40K | $1M+ | SH |
| HUN | HUNTSMAN CORP | 246K | $1M+ | SH |
| VALE | VALE S A | 187K | $1M+ | SH |
| TECK | TECK RESOURCES LTD | 39K | $1M+ | SH |
| RIO | RIO TINTO PLC | 26K | $1M+ | SH |
| HAL | HALLIBURTON CO | 72K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 59K | $1M+ | SH |
| AA | ALCOA CORP | 35K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 12K | $1M+ | SH |
| BHP | BHP GROUP LTD | 26K | $1M+ | SH |
| SHEL | SHELL PLC | 54K | $1M+ | SH |
| PKX | POSCO HOLDINGS INC | 25K | $1M+ | SH |
| MOS | MOSAIC CO NEW | 52K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 8K | $1M+ | SH |
| DAR | DARLING INGREDIENTS INC | 30K | $1M+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 10K | $1M+ | SH |