Recurrent Investment Advisors as of June 30, 2025
Portfolio Holdings for Recurrent Investment Advisors
Recurrent Investment Advisors holds 64 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cenovus Energy (CVE) | 7.1 | $88M | 6.3M | 13.99 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 7.0 | $87M | 4.8M | 18.13 | |
| Oneok (OKE) | 6.3 | $77M | 949k | 81.63 | |
| Targa Res Corp (TRGP) | 6.1 | $76M | 436k | 174.08 | |
| Cheniere Energy Com New (LNG) | 6.1 | $76M | 311k | 243.52 | |
| Pembina Pipeline Corp (PBA) | 5.6 | $70M | 1.9M | 37.63 | |
| Suncor Energy (SU) | 5.5 | $68M | 1.8M | 37.95 | |
| Phillips 66 (PSX) | 4.5 | $56M | 467k | 119.30 | |
| Enterprise Products Partners (EPD) | 4.4 | $54M | 1.7M | 31.01 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 4.3 | $53M | 2.7M | 19.44 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 4.3 | $53M | 1.4M | 38.70 | |
| Pbf Energy Cl A (PBF) | 4.2 | $52M | 2.4M | 21.67 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 4.0 | $50M | 934k | 53.59 | |
| Williams Companies (WMB) | 3.9 | $48M | 762k | 62.81 | |
| Marathon Petroleum Corp (MPC) | 3.8 | $47M | 281k | 166.11 | |
| Kinder Morgan (KMI) | 3.5 | $44M | 1.5M | 29.40 | |
| South Bow Corp (SOBO) | 3.4 | $42M | 1.6M | 25.99 | |
| Dt Midstream Common Stock (DTM) | 3.1 | $39M | 351k | 109.91 | |
| Valero Energy Corporation (VLO) | 2.0 | $24M | 180k | 134.42 | |
| Enbridge (ENB) | 1.7 | $21M | 464k | 45.32 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 1.4 | $17M | 657k | 26.14 | |
| Viper Energy Cl A | 1.1 | $13M | 346k | 38.13 | |
| Tc Energy Corp (TRP) | 0.9 | $11M | 225k | 48.79 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $6.2M | 58k | 107.80 | |
| Newmont Mining Corporation (NEM) | 0.5 | $5.6M | 96k | 58.26 | |
| Barrick Mng Corp Com Shs (B) | 0.4 | $5.3M | 216k | 24.53 | |
| Nutrien (NTR) | 0.3 | $4.0M | 50k | 79.29 | |
| Freeport-mcmoran CL B (FCX) | 0.3 | $3.9M | 89k | 43.35 | |
| Chevron Corporation (CVX) | 0.2 | $3.0M | 21k | 143.19 | |
| ConocoPhillips (COP) | 0.2 | $3.0M | 33k | 89.74 | |
| Hess (HES) | 0.2 | $3.0M | 21k | 138.54 | |
| Sealed Air (SEE) | 0.2 | $2.8M | 90k | 31.03 | |
| Nucor Corporation (NUE) | 0.2 | $2.7M | 21k | 129.54 | |
| Teck Resources CL B (TECK) | 0.2 | $2.3M | 47k | 48.06 | |
| Matador Resources (MTDR) | 0.2 | $2.0M | 43k | 47.72 | |
| Canadian Natural Resources (CNQ) | 0.2 | $1.9M | 59k | 31.40 | |
| Diamondback Energy (FANG) | 0.1 | $1.6M | 12k | 137.40 | |
| Alcoa (AA) | 0.1 | $1.6M | 53k | 29.51 | |
| Halliburton Company (HAL) | 0.1 | $1.5M | 72k | 20.38 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $1.4M | 54k | 26.88 | |
| Westlake Chemical Corporation (WLK) | 0.1 | $1.4M | 18k | 75.93 | |
| Shell Spon Ads (SHEL) | 0.1 | $1.3M | 53k | 25.66 | |
| Bhp Group Sponsored Ads (BHP) | 0.1 | $1.3M | 27k | 48.09 | |
| Darling International (DAR) | 0.1 | $1.2M | 32k | 37.94 | |
| Posco Holdings Sponsored Adr (PKX) | 0.1 | $1.2M | 25k | 48.49 | |
| Chesapeake Energy Corp (EXE) | 0.1 | $1.1M | 9.7k | 116.94 | |
| Vistra Energy (VST) | 0.1 | $984k | 5.1k | 193.81 | |
| Vale S A Sponsored Ads (VALE) | 0.1 | $975k | 100k | 9.71 | |
| Crown Holdings (CCK) | 0.1 | $969k | 9.4k | 102.98 | |
| Albemarle Corporation (ALB) | 0.1 | $958k | 15k | 62.67 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $923k | 15k | 61.39 | |
| Mosaic (MOS) | 0.1 | $910k | 25k | 36.48 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $905k | 16k | 58.33 | |
| Murphy Usa (MUSA) | 0.1 | $810k | 2.0k | 406.80 | |
| Dow (DOW) | 0.1 | $748k | 28k | 26.48 | |
| Constellation Energy (CEG) | 0.1 | $744k | 2.3k | 322.76 | |
| CF Industries Holdings (CF) | 0.1 | $714k | 7.8k | 92.00 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $618k | 24k | 25.69 | |
| CRH Ord (CRH) | 0.0 | $568k | 6.2k | 91.80 | |
| Fmc Corp Com New (FMC) | 0.0 | $564k | 14k | 41.75 | |
| EOG Resources (EOG) | 0.0 | $555k | 4.6k | 119.61 | |
| Martin Marietta Materials (MLM) | 0.0 | $553k | 1.0k | 548.96 | |
| Cameco Corporation (CCJ) | 0.0 | $502k | 6.8k | 74.23 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $374k | 7.1k | 52.78 |