RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVE | 6.36M | $111.06M |
 | KEY | 1.92M | $84.52M |
 | EPD | 1.70M | $54.52M |
 | PBA | 1.49M | $56.95M |
 | SOBO | 1.37M | $37.79M |
 | WES | 1.34M | $52.88M |
 | PBF | 1.25M | $33.92M |
 | WMB | 761K | $45.72M |
 | VNOM | 723K | $27.91M |
 | TRGP | 529K | $97.52M |
 | ENB | 463K | $22.16M |
 | MPC | 282K | $45.80M |
 | B | 230K | $11.73M |
 | VALE | 187K | $2.44M |
 | BP | 118K | $514.21K |
 | NEM | 95K | $9.46M |
 | WLK | 76K | $5.59M |
 | MTDR | 67K | $2.85M |
 | CNQ | 59K | $2.01M |
 | MOS | 52K | $1.25M |
Cenovus Energy Inc.
CVE
Shares Held
6.36M
Value
$111.06M
KeyCorp
KEY
Shares Held
1.92M
Value
$84.52M
Enterprise Products Partners L.P.
EPD
Shares Held
1.70M
Value
$54.52M
Pembina Pipeline Corporation
PBA
Shares Held
1.49M
Value
$56.95M
South Bow Corporation
SOBO
Shares Held
1.37M
Value
$37.79M
Western Midstream Partners, LP
WES
Shares Held
1.34M
Value
$52.88M
PBF Energy Inc.
PBF
Shares Held
1.25M
Value
$33.92M
The Williams Companies, Inc.
WMB
Shares Held
761K
Value
$45.72M
Viper Energy, Inc.
VNOM
Shares Held
723K
Value
$27.91M
Targa Resources Corp.
TRGP
Shares Held
529K
Value
$97.52M
Enbridge Inc.
ENB
Shares Held
463K
Value
$22.16M
Marathon Petroleum Corporation
MPC
Shares Held
282K
Value
$45.80M
Barrick Mining Corporation
B
Shares Held
230K
Value
$11.73M
Vale S.A.
VALE
Shares Held
187K
Value
$2.44M
BP p.l.c.
BP
Shares Held
118K
Value
$514.21K
Newmont Corporation
NEM
Shares Held
95K
Value
$9.46M
Westlake Corporation
WLK
Shares Held
76K
Value
$5.59M
Matador Resources Company
MTDR
Shares Held
67K
Value
$2.85M
Canadian Natural Resources Limited
CNQ
Shares Held
59K
Value
$2.01M
The Mosaic Company
MOS
Shares Held
52K
Value
$1.25M