account_balance
Investment manager · 13F filer · SEC CIK 1803146
Recurrent Investment Advisors LLC
Reported value$1.61Bas of Jun 30, 2026
Positions71 4 new, 0 sold out
Top 10 weight57.0%TRGP alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TRGPTarga Res Corp
7.8%
CVECenovus Energy Inc
7.6%Trimmed −18%
ETEnergy Transfer L P
7.0%Added +7%
OKEOneok Inc New
6.3%
KMIKinder Morgan Inc
5.1%Added +6%
MUSAMurphy USA Inc
4.9%
SUNSunoco Lp/sunoco Fin Corp
4.8%Added +12%
EPDEnterprise Prods Partners L
4.6%Added +21%
LNGCheniere Energy Inc
4.5%
PBAPembina Pipeline Corp
4.3%
PSXPhillips 66
4.2%Trimmed −3%
SUSuncor Energy Inc New
3.9%Trimmed −24%
TRGP7.8%CVE7.6%ET7.0%
OKEOneok Inc New
6.3%
KMIKinder Morgan Inc
5.1%Added +6%
MUSAMurphy USA Inc
4.9%
SUN4.8%EPD4.6%LNG4.5%PBA4.3%PSX4.2%SU3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TRGP Targa Res Corp 7.8% HeldCVE Cenovus Energy Inc 7.6% Trimmed −18%ET Energy Transfer L P 7.0% Added +7%OKE Oneok Inc New 6.3% HeldKMI Kinder Morgan Inc 5.1% Added +6%MUSA Murphy USA Inc 4.9% HeldSUN Sunoco Lp/sunoco Fin Corp 4.8% Added +12%EPD Enterprise Prods Partners L 4.6% Added +21%LNG Cheniere Energy Inc 4.5% HeldPBA Pembina Pipeline Corp 4.3% HeldPSX Phillips 66 4.2% Trimmed −3%SU Suncor Energy Inc New 3.9% Trimmed −24%
What changed