The Analysis of Recurrent Investment Advisors LLC's Holdings
Currently, Recurrent Investment Advisors LLC holds 64 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in MUSA (+99.0K shares, valued at $38.4M), VNOM (+346.0K shares, valued at $13.2M), OKE (+166.6K shares, valued at $12.2M); decreased their positions in VLO (-168.4K shares, valued at $28.7M), PBF (-615.7K shares, valued at $18.6M), LNG (-42.8K shares, valued at $10.1M); initiated new positions in VNOM (+346.0K shares, valued at $13.2M), BP (+116.7K shares, valued at $498.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CVE CENOVUS ENERGY INC6.4M shares1.93%2025-09-302025-11-13
ET ENERGY TRANSFER L P5.0M shares4.05%2025-09-302025-11-13 TRGP TARGA RES CORP507.0K shares16.32%2025-09-302025-11-13 OKE ONEOK INC NEW1.1M shares17.56%2025-09-302025-11-13 SU SUNCOR ENERGY INC NEW1.8M shares-0.21%2025-09-302025-11-13 PBA PEMBINA PIPELINE CORP1.7M shares-8.22%2025-09-302025-11-13 PSX PHILLIPS 66464.5K shares-0.54%2025-09-302025-11-13 LNG CHENIERE ENERGY INC268.5K shares-13.76%2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L1.7M shares-0.15%2025-09-302025-11-13 MPC MARATHON PETE CORP280.9K shares0.11%2025-09-302025-11-13 PBF PBF ENERGY INC1.8M shares-25.79%2025-09-302025-11-13 WES WESTERN MIDSTREAM PARTNERS L1.4M shares-0.05%2025-09-302025-11-13 WMB WILLIAMS COS INC759.9K shares-0.26%2025-09-302025-11-13 SUN SUNOCO LP/SUNOCO FIN CORP934.1K shares0.06%2025-09-302025-11-13 SOBO SOUTH BOW CORP1.6M shares0.07%2025-09-302025-11-13 PAGP PLAINS GP HLDGS L P2.4M shares-10.03%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL1.5M shares-0.71%2025-09-302025-11-13 DTM DT MIDSTREAM INC352.0K shares0.31%2025-09-302025-11-13 MUSA MURPHY USA INC100.9K shares4972.46%2025-09-302025-11-13 ENB ENBRIDGE INC464.5K shares0.09%2025-09-302025-11-13 ARLP ALLIANCE RESOURCE PARTNERS L647.3K shares-1.46%2025-09-302025-11-13 VNOM VIPER ENERGY INC346.0K sharesnew addition2025-09-302025-11-13 TRP TC ENERGY CORP227.1K shares1.00%2025-09-302025-11-13 B BARRICK MNG CORP229.8K shares6.47%2025-09-302025-11-13 NEM NEWMONT CORP95.5K shares0.00%2025-09-302025-11-13 CVX CHEVRON CORP NEW43.1K shares102.90%2025-09-302025-11-13 XOM EXXON MOBIL CORP57.8K shares0.02%2025-09-302025-11-13 NTR NUTRIEN LTD50.1K shares0.00%2025-09-302025-11-13 FCX FREEPORT-MCMORAN INC89.3K shares0.00%2025-09-302025-11-13 SEE SEALED AIR CORP NEW90.0K shares0.00%2025-09-302025-11-13 COP CONOCOPHILLIPS33.3K shares0.00%2025-09-302025-11-13 TECK TECK RESOURCES LTD47.2K shares0.00%2025-09-302025-11-13 NUE NUCOR CORP16.7K shares-20.92%2025-09-302025-11-13 VLO VALERO ENERGY CORP11.3K shares-93.73%2025-09-302025-11-13 MTDR MATADOR RES CO42.6K shares0.03%2025-09-302025-11-13 CNQ CANADIAN NAT RES LTD59.2K shares0.00%2025-09-302025-11-13 HAL HALLIBURTON CO72.4K shares0.00%2025-09-302025-11-13 AA ALCOA CORP53.4K shares0.00%2025-09-302025-11-13 FANG DIAMONDBACK ENERGY INC11.8K shares0.00%2025-09-302025-11-13 MT ARCELORMITTAL SA LUXEMBOURG53.5K shares0.00%2025-09-302025-11-13 BHP BHP GROUP LTD27.4K shares0.00%2025-09-302025-11-13 VALE VALE S A130.4K shares29.91%2025-09-302025-11-13 SHEL SHELL PLC53.1K shares1.01%2025-09-302025-11-13 WLK WESTLAKE CORPORATION18.1K shares0.01%2025-09-302025-11-13 ALB ALBEMARLE CORP15.3K shares-0.09%2025-09-302025-11-13 PKX POSCO HOLDINGS INC25.0K shares0.00%2025-09-302025-11-13 EXE EXPAND ENERGY CORPORATION9.7K shares0.00%2025-09-302025-11-13 RIO RIO TINTO PLC15.5K shares0.00%2025-09-302025-11-13 DAR DARLING INGREDIENTS INC30.2K shares-6.21%2025-09-302025-11-13 CCK CROWN HLDGS INC9.4K shares0.00%2025-09-302025-11-13 TTE TOTALENERGIES SE15.0K shares0.00%2025-09-302025-11-13 MOS MOSAIC CO NEW25.0K shares0.00%2025-09-302025-11-13 VST VISTRA CORP4.3K shares-14.78%2025-09-302025-11-13 CRH CRH PLC6.2K shares0.00%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP2.2K shares-6.51%2025-09-302025-11-13 CF CF INDS HLDGS INC7.8K shares0.04%2025-09-302025-11-13 DOW DOW INC28.3K shares0.00%2025-09-302025-11-13 MLM MARTIN MARIETTA MATLS INC1.0K shares0.00%2025-09-302025-11-13 WY WEYERHAEUSER CO MTN BE24.0K shares0.00%2025-09-302025-11-13 CCJ CAMECO CORP6.8K shares0.00%2025-09-302025-11-13 EOG EOG RES INC4.6K shares0.00%2025-09-302025-11-13 BP BP PLC116.7K sharesnew addition2025-09-302025-11-13 FMC FMC CORP13.5K shares0.00%2025-09-302025-11-13 ADM ARCHER DANIELS MIDLAND CO7.1K shares0.01%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available