Stock Taper 
RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 5.94M | $113.48M |
 Cenovus Energy Inc. | CVE | 4.74M | $122.6M |
 Kinder Morgan, Inc. | KMI | 2.58M | $82.44M |
 Enterprise Products Partners L.P. | EPD | 2.03M | $74.67M |
 Venture Global, Inc. | VG | 2.03M | $22.55M |
 Plains GP Holdings LP | PAGP | 1.79M | $43.6M |
 Pembina Pipeline Corporation | PBA | 1.5M | $69.63M |
 ONEOK, Inc. | OKE | 1.16M | $100.85M |
 South Bow Corporation | SOBO | 1.16M | $40.83M |
 Sunoco LP | SUN | 1.15M | $77.59M |
 Suncor Energy Inc. | SU | 1.15M | $62.73M |
 Western Midstream Partners, LP | WES | 1.13M | $49.59M |
 Enbridge Inc. | ENB | 882.89K | $47.86M |
 Huntsman Corporation | HUN | 792.48K | $8.42M |
 The Williams Companies, Inc. | WMB | 762.87K | $56.71M |
 PBF Energy Inc. | PBF | 729.53K | $33.21M |
 MPLX Lp | MPLX | 544.71K | $30.68M |
 Targa Resources Corp. | TRGP | 470.64K | $126.2M |
 Viper Energy, Inc. | VNOM | 468.06K | $19.85M |
 Phillips 66 | PSX | 403.02K | $68.13M |