Recurrent Investment Advisors LLC
Q2 2026 13F filing
Updated 27 days ago71 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TRGP TARGA RES CORP | $126.2M | 470.6K | 7.83% | — |
| 2 | C CVE CENOVUS ENERGY INC | $122.6M | 4.74M | 7.61% | — |
| 3 | E ET-PI ENERGY TRANSFER L P | $113.5M | 5.94M | 7.04% | — |
| 4 | O OKE ONEOK INC NEW | $100.8M | 1.16M | 6.26% | — |
| 5 | E EP-PC KINDER MORGAN INC DEL | $82.4M | 2.58M | 5.12% | — |
| 6 | M MUSA MURPHY USA INC | $78.6M | 146.3K | 4.88% | — |
| 7 | S SUN SUNOCO LP/SUNOCO FIN CORP | $77.6M | 1.15M | 4.82% | — |
| 8 | E EPDU ENTERPRISE PRODS PARTNERS L | $74.7M | 2.03M | 4.64% | — |
| 9 | C CQP CHENIERE ENERGY INC | $72M | 301.4K | 4.47% | — |
| 10 | P PPLAF PEMBINA PIPELINE CORP | $69.6M | 1.50M | 4.32% | — |
| 11 | P PSX PHILLIPS 66 | $68.1M | 403.0K | 4.23% | — |
| 12 | S SU SUNCOR ENERGY INC NEW | $62.7M | 1.15M | 3.89% | — |
| 13 | F FBTC WILLIAMS COS INC | $56.7M | 762.9K | 3.52% | — |
| 14 | D DTM DT MIDSTREAM INC | $52.1M | 355.2K | 3.23% | — |
| 15 | W WES WESTERN MIDSTREAM PARTNERS L | $49.6M | 1.13M | 3.08% | — |
| 16 | E EBBGF ENBRIDGE INC | $47.9M | 882.9K | 2.97% | — |
| 17 | P PAGP PLAINS GP HLDGS L P | $43.6M | 1.79M | 2.71% | — |
| 18 | S SOBO SOUTH BOW CORP | $40.8M | 1.16M | 2.53% | — |
| 19 | P PBF PBF ENERGY INC | $33.2M | 729.5K | 2.06% | — |
| 20 | M MPLXP MPLX LP | $30.7M | 544.7K | 1.90% | — |
| 21 | V VG VENTURE GLOBAL INC | $22.5M | 2.03M | 1.40% | — |
| 22 | M MPC MARATHON PETE CORP | $21.9M | 85.8K | 1.36% | — |
| 23 | V VNOM VIPER ENERGY INC | $19.8M | 468.1K | 1.23% | — |
| 24 | B B BARRICK MNG CORP | $10.3M | 234.8K | 0.64% | — |
| 25 | D DOV DOW HLDGS INC | $10M | 365.8K | 0.62% | — |
| 26 | W WLK WESTLAKE CORPORATION | $9.4M | 128.8K | 0.58% | — |
| 27 | E EMN EASTMAN CHEM CO | $9.1M | 135.9K | 0.56% | — |
| 28 | N NEMCL NEWMONT CORP | $9.1M | 97.2K | 0.56% | — |
| 29 | H HUN HUNTSMAN CORP | $8.4M | 792.5K | 0.52% | — |
| 30 | X XOM EXXON MOBIL CORP | $8M | 58.3K | 0.49% | — |
| 31 | L LYB LYONDELLBASELL INDUSTRIES NV | $7.6M | 144.7K | 0.47% | — |
| 32 | C CVX CHEVRON CORPORATION | $7.2M | 43.2K | 0.44% | — |
| 33 | N NTR NUTRIEN LTD | $4.7M | 52.4K | 0.29% | — |
| 34 | K KGCRF KINROSS GOLD CORP | $3.9M | 147.7K | 0.24% | — |
| 35 | M MTDR MATADOR RES CO | $3.8M | 77.0K | 0.24% | — |
| 36 | N NUE NUCOR CORP | $3.7M | 16.6K | 0.23% | — |
| 37 | C COP CONOCOPHILLIPS | $3.5M | 34.0K | 0.22% | — |
| 38 | F FCX FREEPORT MCMORAN INC | $3.3M | 52.5K | 0.20% | — |
| 39 | T TCKRF TECK RESOURCES LTD | $3M | 40.4K | 0.19% | — |
| 40 | V VALE VALE S A | $3M | 196.2K | 0.18% | — |
| 41 | R RTPPF RIO TINTO PLC | $2.6M | 27.2K | 0.16% | — |
| 42 | H HAL HALLIBURTON CO | $2.5M | 73.7K | 0.16% | — |
| 43 | C CNQ CANADIAN NAT RES LTD MED TER | $2.3M | 59.2K | 0.15% | — |
| 44 | B BHPLF BHP BILLITON LIMITED | $2.3M | 27.3K | 0.14% | — |
| 45 | F FANG DIAMONDBACK ENERGY INC | $2.1M | 11.8K | 0.13% | — |
| 46 | S SUNC SUNOCOCORP LLC | $1.8M | 26.1K | 0.11% | — |
| 47 | R RYDAF SHELL PLC | $1.7M | 56.6K | 0.10% | — |
| 48 | D DAR DARLING INGREDIENTS INC | $1.5M | 27.3K | 0.09% | — |
| 49 | R RH CRH PLC | $1.4M | 13.5K | 0.09% | — |
| 50 | E EXE EXPAND ENERGY CORPORATION | $1.4M | 15.6K | 0.09% | — |