HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CENOVUS ENERGY INC |
1,595,970 | -376,063 | $26,621 |
| CVE | 1,595,970 | -376,063 | $26,621 |
| ENERGY TRANSFER L P |
2,026,274 | +159,597 | $22,674 |
| ET | 2,026,274 | +159,597 | $22,674 |
| PEMBINA PIPELINE CORP |
511,099 | +14,100 | $19,217 |
| PBA | 511,099 | +14,100 | $19,217 |
| VIPER ENERGY PARTNERS LP |
638,101 | -15,000 | $18,869 |
| VNOM | 638,101 | -15,000 | $18,869 |
| MARATHON PETE CORP |
207,049 | -7,000 | $17,703 |
| MPC | 207,049 | -7,000 | $17,703 |
| TARGA RES CORP |
225,658 | +2,500 | $17,030 |
| TRGP | 225,658 | +2,500 | $17,030 |
| PLAINS GP HLDGS L P |
1,461,818 | +264,854 | $16,884 |
| PAGP | 1,461,818 | +264,854 | $16,884 |
| WESTERN MIDSTREAM PARTNERS L |
668,880 | +57,076 | $16,869 |
| WES | 668,880 | +57,076 | $16,869 |
| VALERO ENERGY CORP |
163,902 | -3,000 | $16,643 |
| VLO | 163,902 | -3,000 | $16,643 |
| PHILLIPS 66 |
177,679 | +13,843 | $15,350 |
| PSX | 177,679 | +13,843 | $15,350 |
| ENTERPRISE PRODS PARTNERS L |
575,697 | +14,732 | $14,859 |
| EPD | 575,697 | +14,732 | $14,859 |
| SUNCOR ENERGY INC NEW |
432,999 | -44,131 | $14,111 |
| SU | 432,999 | -44,131 | $14,111 |
| KINDER MORGAN INC DEL |
704,538 | +83,342 | $13,323 |
| KMI | 704,538 | +83,342 | $13,323 |
| WILLIAMS COS INC |
389,418 | +22,900 | $13,010 |
| WMB | 389,418 | +22,900 | $13,010 |
| CHENIERE ENERGY INC |
72,093 | +8,737 | $9,996 |
| LNG | 72,093 | +8,737 | $9,996 |
| MAGELLAN MIDSTREAM PRTNRS LP |
184,163 | +11,384 | $9,037 |
| MMP | 184,163 | +11,384 | $9,037 |
| ENBRIDGE INC |
169,444 | -1,000 | $7,810 |
| ENB | 169,444 | -1,000 | $7,810 |
| ALLIANCE RESOURCE PARTNERS L |
431,084 | +147,180 | $6,652 |
| ARLP | 431,084 | +147,180 | $6,652 |
| TC ENERGY CORP |
94,261 | +5,751 | $5,318 |
| TRP | 94,261 | +5,751 | $5,318 |
| EQUITRANS MIDSTREAM CORP |
488,436 | -7,136 | $4,122 |
| ETRN | 488,436 | -7,136 | $4,122 |
| ALCOA CORP |
37,136 | -4,000 | $3,343 |
| AA | 37,136 | -4,000 | $3,343 |
| SUNOCO LP SUNOCO FIN CORP |
77,900 | +1,080 | $3,181 |
| SUN | 77,900 | +1,080 | $3,181 |
| DARLING INGREDIENTS INC |
35,792 | -3,000 | $2,877 |
| DAR | 35,792 | -3,000 | $2,877 |
| FREEPORT MCMORAN INC |
45,411 | +6,530 | $2,259 |
| FCX | 45,411 | +6,530 | $2,259 |
| BHP GROUP LTD |
25,407 | +3,672 | $1,963 |
| BHP | 25,407 | +3,672 | $1,963 |
| CONOCOPHILLIPS |
16,701 | UNCH | $1,670 |
| COP | 16,701 | UNCH | $1,670 |
| WESTROCK CO |
28,191 | +4,061 | $1,326 |
| WRK | 28,191 | +4,061 | $1,326 |
| NEWMONT CORP |
16,677 | +2,399 | $1,325 |
| NEM | 16,677 | +2,399 | $1,325 |
| TOTALENERGIES SE |
25,468 | UNCH | $1,287 |
| TTE | 25,468 | UNCH | $1,287 |
| RIO TINTO PLC |
14,416 | -3,916 | $1,159 |
| RIO | 14,416 | -3,916 | $1,159 |
| NUCOR CORP |
7,272 | +1,044 | $1,081 |
| NUE | 7,272 | +1,044 | $1,081 |
| FMC CORP |
7,497 | +1,081 | $986 |
| FMC | 7,497 | +1,081 | $986 |
| WESTLAKE CORPORATION |
7,925 | +1,141 | $978 |
| WLK | 7,925 | +1,141 | $978 |
| CORTEVA INC |
15,781 | +2,281 | $907 |
| CTVA | 15,781 | +2,281 | $907 |
| POSCO HOLDINGS INC |
15,196 | +2,196 | $901 |
| PKX | 15,196 | +2,196 | $901 |
| WEYERHAEUSER CO MTN BE |
22,308 | +3,224 | $845 |
| WY | 22,308 | +3,224 | $845 |
| EXXON MOBIL CORP |
9,453 | UNCH | $781 |
| XOM | 9,453 | UNCH | $781 |
| VALE S A |
36,517 | +5,278 | $730 |
| VALE | 36,517 | +5,278 | $730 |
| INTERNATIONAL PAPER CO |
14,931 | +2,133 | $689 |
| IP | 14,931 | +2,133 | $689 |
See Full List: All Stocks Held By Recurrent Investment Advisors LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Recurrent Investment Advisors LLC
|
Size ($ in 1000's)
At 03/31/2022: $314,976 At 12/31/2021: $247,923 Recurrent Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Recurrent Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |
