Stock Taper 
RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eastman Chemical Company | EMN | 135.85K | $9.1M |
 LyondellBasell Industries N.V. | LYB | 144.71K | $7.62M |
 Murphy USA Inc. | MUSA | 146.26K | $78.59M |
 Kinross Gold Corporation | KGC | 147.74K | $3.93M |
 Vale S.A. | VALE | 196.19K | $2.95M |
 Barrick Mining Corporation | B | 234.84K | $10.35M |
 Cheniere Energy, Inc. | LNG | 301.35K | $72.03M |
 DT Midstream, Inc. | DTM | 355.15K | $52.12M |
 Dow Inc. | DOW | 365.81K | $10.01M |
 Phillips 66 | PSX | 403.02K | $68.13M |
 Viper Energy, Inc. | VNOM | 468.06K | $19.85M |
 Targa Resources Corp. | TRGP | 470.64K | $126.2M |
 MPLX Lp | MPLX | 544.71K | $30.68M |
 PBF Energy Inc. | PBF | 729.53K | $33.21M |
 The Williams Companies, Inc. | WMB | 762.87K | $56.71M |
 Huntsman Corporation | HUN | 792.48K | $8.42M |
 Enbridge Inc. | ENB | 882.89K | $47.86M |
 Western Midstream Partners, LP | WES | 1.13M | $49.59M |
 Suncor Energy Inc. | SU | 1.15M | $62.73M |
 Sunoco LP | SUN | 1.15M | $77.59M |