Stock Taper 
RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dow Inc. | DOW | 365.81K | $10.01M |
 DT Midstream, Inc. | DTM | 355.15K | $52.12M |
 Cheniere Energy, Inc. | LNG | 301.35K | $72.03M |
 Barrick Mining Corporation | B | 234.84K | $10.35M |
 Vale S.A. | VALE | 196.19K | $2.95M |
 Kinross Gold Corporation | KGC | 147.74K | $3.93M |
 Murphy USA Inc. | MUSA | 146.26K | $78.59M |
 LyondellBasell Industries N.V. | LYB | 144.71K | $7.62M |
 Eastman Chemical Company | EMN | 135.85K | $9.1M |
 Westlake Corporation | WLK | 128.77K | $9.4M |
 BP p.l.c. | BP | 126.79K | $594.18K |
 Newmont Corporation | NEM | 97.25K | $9.08M |
 Marathon Petroleum Corporation | MPC | 85.8K | $21.94M |
 Matador Resources Company | MTDR | 77.05K | $3.84M |
 Halliburton Company | HAL | 73.66K | $2.5M |
 Canadian Natural Resources Limited | CNQ | 59.24K | $2.34M |
 Exxon Mobil Corporation | XOM | 58.31K | $7.97M |
 Shell plc | SHEL | 56.59K | $1.66M |
 The Mosaic Company | MOS | 54.54K | $1.16M |
 Freeport-McMoRan Inc. | FCX | 52.49K | $3.3M |