Recurrent Investment Advisors LLC

Q2 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    64

  • Value ($000)

    $1,235,939

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001803146
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CVE
CVE

CENOVUS ENERGY INC

COM
15135U109
$88.12M
7 %

6,300,950

ET
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$86.89M
7 %

4,792,806

OKE
OKE

ONEOK INC NEW

COM
682680103
$77.45M
6 %

948,758

TRGP
TRGP

TARGA RES CORP

COM
87612G101
$75.88M
6 %

435,891

LNG
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$75.80M
6 %

311,278

PPL
PPL

PEMBINA PIPELINE CORP

COM
706327103
$69.66M
6 %

1,851,164

SU
SU

SUNCOR ENERGY INC NEW

COM
867224107
$67.98M
6 %

1,791,431

PSX
PSX

PHILLIPS 66

COM
718546104
$55.71M
5 %

466,980

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$53.96M
4 %

1,740,189

PAGP
PAGP

PLAINS GP HLDGS L P

LTD PARTNR INT A
72651A207
$52.58M
4 %

2,704,194

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