RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVE | 6.42M | $112.40M |
 | ET | 4.99M | $85.58M |
 | PAGP | 2.43M | $44.38M |
 | SU | 1.79M | $75.82M |
 | PBF | 1.77M | $53.46M |
 | EPD | 1.74M | $54.33M |
 | PBA | 1.70M | $69.01M |
 | SOBO | 1.61M | $45.58M |
 | KMI | 1.47M | $41.73M |
 | WES | 1.36M | $53.34M |
 | OKE | 1.12M | $81.39M |
 | SUN | 934K | $46.72M |
 | WMB | 760K | $48.14M |
 | ARLP | 647K | $16.37M |
 | TRGP | 507K | $84.95M |
 | ENB | 465K | $23.44M |
 | PSX | 464K | $63.18M |
 | DTM | 352K | $39.80M |
 | VNOM | 346K | $13.22M |
 | MPC | 281K | $54.13M |
Cenovus Energy Inc.
CVE
Shares Held
6.42M
Value
$112.40M
Energy Transfer LP
ET
Shares Held
4.99M
Value
$85.58M
Plains GP Holdings, L.P.
PAGP
Shares Held
2.43M
Value
$44.38M
Suncor Energy Inc.
SU
Shares Held
1.79M
Value
$75.82M
PBF Energy Inc.
PBF
Shares Held
1.77M
Value
$53.46M
Enterprise Products Partners L.P.
EPD
Shares Held
1.74M
Value
$54.33M
Pembina Pipeline Corporation
PBA
Shares Held
1.70M
Value
$69.01M
South Bow Corporation
SOBO
Shares Held
1.61M
Value
$45.58M
Kinder Morgan, Inc.
KMI
Shares Held
1.47M
Value
$41.73M
Western Midstream Partners, LP
WES
Shares Held
1.36M
Value
$53.34M
ONEOK, Inc.
OKE
Shares Held
1.12M
Value
$81.39M
Sunoco LP
SUN
Shares Held
934K
Value
$46.72M
The Williams Companies, Inc.
WMB
Shares Held
760K
Value
$48.14M
Alliance Resource Partners, L.P.
ARLP
Shares Held
647K
Value
$16.37M
Targa Resources Corp.
TRGP
Shares Held
507K
Value
$84.95M
Enbridge Inc.
ENB
Shares Held
465K
Value
$23.44M
Phillips 66
PSX
Shares Held
464K
Value
$63.18M
DT Midstream, Inc.
DTM
Shares Held
352K
Value
$39.80M
Viper Energy, Inc.
VNOM
Shares Held
346K
Value
$13.22M
Marathon Petroleum Corporation
MPC
Shares Held
281K
Value
$54.13M