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Recurrent Investment Advisors LLC

Q4 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    71

  • Value ($000)

    $1,352,409

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CVE

CENOVUS ENERGY INC

COM
15135U109
$111.06M
8 %

6,363,516

T
TRGP

TARGA RES CORP

COM
87612G101
$97.52M
7 %

528,546

E
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$88.24M
7 %

5,351,355

O
OKE

ONEOK INC NEW

COM
682680103
$84.73M
6 %

1,152,806

K
KEY

KEYCORP

COM
493267108
$84.52M
6 %

1,920,957

S
SU

SUNCOR ENERGY INC NEW

COM
867224107
$79.17M
6 %

1,760,388

P
PSX

PHILLIPS 66

COM
718546104
$58.68M
4 %

454,741

P
PPL

PEMBINA PIPELINE CORP

COM
706327103
$56.95M
4 %

1,490,143

E
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$54.52M
4 %

1,700,650

W
WES

WESTERN MIDSTREAM PARTNERS L

COM UNIT LP INT
958669103
$52.88M
4 %

1,338,654

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