Stock Taper 
RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Smurfit Westrock plc | SW | 26.09K | $1.21M |
 Rio Tinto Group | RIO | 27.25K | $2.59M |
 BHP Group Limited | BHP | 27.26K | $2.27M |
 Darling Ingredients Inc. | DAR | 27.27K | $1.49M |
 International Paper Company | IP | 28.32K | $1.08M |
 ConocoPhillips | COP | 33.97K | $3.53M |
 Teck Resources Limited | TECK | 40.39K | $3.05M |
 Chevron Corporation | CVX | 43.16K | $7.16M |
 Nutrien Ltd. | NTR | 52.36K | $4.67M |
 Freeport-McMoRan Inc. | FCX | 52.49K | $3.3M |
 The Mosaic Company | MOS | 54.54K | $1.16M |
 Shell plc | SHEL | 56.59K | $1.66M |
 Exxon Mobil Corporation | XOM | 58.31K | $7.97M |
 Canadian Natural Resources Limited | CNQ | 59.24K | $2.34M |
 Halliburton Company | HAL | 73.66K | $2.5M |
 Matador Resources Company | MTDR | 77.05K | $3.84M |
 Marathon Petroleum Corporation | MPC | 85.8K | $21.94M |
 Newmont Corporation | NEM | 97.25K | $9.08M |
 BP p.l.c. | BP | 126.79K | $594.18K |
 Westlake Corporation | WLK | 128.77K | $9.4M |