RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVE | 5.80M | $159.60M |
 | ET | 5.56M | $107.35M |
 | KMI | 2.43M | $81.49M |
 | PAGP | 2.12M | $51.37M |
 | EPD | 1.68M | $63.40M |
 | SU | 1.52M | $101.94M |
 | PBA | 1.49M | $67.19M |
 | SOBO | 1.16M | $38.68M |
 | OKE | 1.16M | $104.49M |
 | WES | 1.13M | $46.72M |
 | SUN | 1.03M | $66.78M |
 | PBF | 1.00M | $47.76M |
 | VNOM | 989K | $46.49M |
 | WMB | 763K | $55.52M |
 | HUN | 536K | $7.13M |
 | TRGP | 472K | $118.29M |
 | ENB | 466K | $25.21M |
 | PSX | 414K | $75.43M |
 | DTM | 355K | $47.83M |
 | DOW | 335K | $13.96M |
Cenovus Energy Inc.
CVE
Shares Held
5.80M
Value
$159.60M
Energy Transfer LP
ET
Shares Held
5.56M
Value
$107.35M
Kinder Morgan, Inc.
KMI
Shares Held
2.43M
Value
$81.49M
Plains GP Holdings LP
PAGP
Shares Held
2.12M
Value
$51.37M
Enterprise Products Partners L.P.
EPD
Shares Held
1.68M
Value
$63.40M
Suncor Energy Inc.
SU
Shares Held
1.52M
Value
$101.94M
Pembina Pipeline Corporation
PBA
Shares Held
1.49M
Value
$67.19M
South Bow Corporation
SOBO
Shares Held
1.16M
Value
$38.68M
ONEOK, Inc.
OKE
Shares Held
1.16M
Value
$104.49M
Western Midstream Partners, LP
WES
Shares Held
1.13M
Value
$46.72M
Sunoco LP
SUN
Shares Held
1.03M
Value
$66.78M
PBF Energy Inc.
PBF
Shares Held
1.00M
Value
$47.76M
Viper Energy, Inc.
VNOM
Shares Held
989K
Value
$46.49M
The Williams Companies, Inc.
WMB
Shares Held
763K
Value
$55.52M
Huntsman Corporation
HUN
Shares Held
536K
Value
$7.13M
Targa Resources Corp.
TRGP
Shares Held
472K
Value
$118.29M
Enbridge Inc.
ENB
Shares Held
466K
Value
$25.21M
Phillips 66
PSX
Shares Held
414K
Value
$75.43M
DT Midstream, Inc.
DTM
Shares Held
355K
Value
$47.83M
Dow Inc.
DOW
Shares Held
335K
Value
$13.96M