Recurrent Investment Advisors LLC

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    64

  • Value ($000)

    $1,304,219

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CVE

CENOVUS ENERGY INC

COM
15135U109
$112.40M
9 %

6,422,579

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$85.58M
7 %

4,986,943

T
TRGP

TARGA RES CORP

COM
87612G101
$84.95M
7 %

507,014

O
OKE

ONEOK INC NEW

COM
682680103
$81.39M
6 %

1,115,396

S
SU

SUNCOR ENERGY INC NEW

COM
867224107
$75.82M
6 %

1,787,675

P
PPL

PEMBINA PIPELINE CORP

COM
706327103
$69.01M
5 %

1,699,083

P
PSX

PHILLIPS 66

COM
718546104
$63.18M
5 %

464,470

L
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$63.08M
5 %

268,456

E
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$54.33M
4 %

1,737,572

M
MPC

MARATHON PETE CORP

COM
56585A102
$54.13M
4 %

280,862

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