Recurrent Investment Advisors LLC

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    64

  • Value ($000)

    $1,304,219

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001803146
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CVE
CVE

CENOVUS ENERGY INC

COM
$112.40 M
9 %

6,422,579

ET
ET

ENERGY TRANSFER L P

COM UT LTD PTN
$85.58 M
7 %

4,986,943

TRGP
TRGP

TARGA RES CORP

COM
$84.95 M
7 %

507,014

OKE
OKE

ONEOK INC NEW

COM
$81.39 M
6 %

1,115,396

SU
SU

SUNCOR ENERGY INC NEW

COM
$75.82 M
6 %

1,787,675

PPL
PPL

PEMBINA PIPELINE CORP

COM
$69.01 M
5 %

1,699,083

PSX
PSX

PHILLIPS 66

COM
$63.18 M
5 %

464,470

LNG
LNG

CHENIERE ENERGY INC

COM NEW
$63.08 M
5 %

268,456

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
$54.33 M
4 %

1,737,572

MPC
MPC

MARATHON PETE CORP

COM
$54.13 M
4 %

280,862

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