RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LNG | 268K | $63.08M |
 | B | 230K | $8.91M |
 | TRP | 227K | $12.36M |
 | VALE | 130K | $1.42M |
 | BP | 117K | $498.62K |
 | MUSA | 101K | $39.19M |
 | NEM | 96K | $8.05M |
 | SEE | 90K | $3.18M |
 | FCX | 89K | $3.50M |
 | HAL | 72K | $1.78M |
 | CNQ | 59K | $1.89M |
 | XOM | 58K | $6.51M |
 | MT | 53K | $1.64M |
 | AA | 53K | $1.76M |
 | SHEL | 53K | $1.41M |
 | NTR | 50K | $4.09M |
 | TECK | 47K | $2.49M |
 | CVX | 43K | $6.69M |
 | MTDR | 43K | $1.91M |
 | COP | 33K | $3.15M |
Cheniere Energy, Inc.
LNG
Shares Held
268K
Value
$63.08M
Barrick Mining Corporation
B
Shares Held
230K
Value
$8.91M
TC Energy Corporation
TRP
Shares Held
227K
Value
$12.36M
Vale S.A.
VALE
Shares Held
130K
Value
$1.42M
BP p.l.c.
BP
Shares Held
117K
Value
$498.62K
Murphy USA Inc.
MUSA
Shares Held
101K
Value
$39.19M
Newmont Corporation
NEM
Shares Held
96K
Value
$8.05M
Sealed Air Corporation
SEE
Shares Held
90K
Value
$3.18M
Freeport-McMoRan Inc.
FCX
Shares Held
89K
Value
$3.50M
Halliburton Company
HAL
Shares Held
72K
Value
$1.78M
Canadian Natural Resources Limited
CNQ
Shares Held
59K
Value
$1.89M
Exxon Mobil Corporation
XOM
Shares Held
58K
Value
$6.51M
ArcelorMittal S.A.
MT
Shares Held
53K
Value
$1.64M
Alcoa Corporation
AA
Shares Held
53K
Value
$1.76M
Shell plc
SHEL
Shares Held
53K
Value
$1.41M
Nutrien Ltd.
NTR
Shares Held
50K
Value
$4.09M
Teck Resources Limited
TECK
Shares Held
47K
Value
$2.49M
Chevron Corporation
CVX
Shares Held
43K
Value
$6.69M
Matador Resources Company
MTDR
Shares Held
43K
Value
$1.91M
ConocoPhillips
COP
Shares Held
33K
Value
$3.15M