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Recurrent Investment Advisors LLC

Q1 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    67

  • Value ($000)

    $1,661,361

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CVE

CENOVUS ENERGY INC

COM
15135U109
$159.6M
10 %

5,799,641

T
TRGP

TARGA RES CORP

COM
87612G101
$118.29M
7 %

471,801

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$107.35M
7 %

5,562,381

O
OKE

ONEOK INC NEW

COM
682680103
$104.49M
6 %

1,156,034

S
SU

SUNCOR ENERGY INC NEW

COM
867224107
$101.94M
6 %

1,515,161

L
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$85.15M
5 %

300,074

K
KMI

KINDER MORGAN INC DEL

COM
49456B101
$81.49M
5 %

2,430,444

P
PSX

PHILLIPS 66

COM
718546104
$75.43M
5 %

414,064

---

MURPHY USA INC

COM
626755102
$71.99M
4 %

146,119

P
PPL

PEMBINA PIPELINE CORP

COM
706327103
$67.19M
4 %

1,494,250

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