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Recurrent Investment Advisors LLC Top Holdings
As of  03/31/2022, below is a summary of the Recurrent Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Recurrent Investment Advisors LLC. In the Recurrent Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Recurrent Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Recurrent Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
CENOVUS ENERGY INC 1,595,970 -376,063 $26,621
     CVE1,595,970-376,063$26,621
ENERGY TRANSFER L P 2,026,274 +159,597 $22,674
     ET2,026,274+159,597$22,674
PEMBINA PIPELINE CORP 511,099 +14,100 $19,217
     PBA511,099+14,100$19,217
VIPER ENERGY PARTNERS LP 638,101 -15,000 $18,869
     VNOM638,101-15,000$18,869
MARATHON PETE CORP 207,049 -7,000 $17,703
     MPC207,049-7,000$17,703
TARGA RES CORP 225,658 +2,500 $17,030
     TRGP225,658+2,500$17,030
PLAINS GP HLDGS L P 1,461,818 +264,854 $16,884
     PAGP1,461,818+264,854$16,884
WESTERN MIDSTREAM PARTNERS L 668,880 +57,076 $16,869
     WES668,880+57,076$16,869
VALERO ENERGY CORP 163,902 -3,000 $16,643
     VLO163,902-3,000$16,643
PHILLIPS 66 177,679 +13,843 $15,350
     PSX177,679+13,843$15,350
ENTERPRISE PRODS PARTNERS L 575,697 +14,732 $14,859
     EPD575,697+14,732$14,859
SUNCOR ENERGY INC NEW 432,999 -44,131 $14,111
     SU432,999-44,131$14,111
KINDER MORGAN INC DEL 704,538 +83,342 $13,323
     KMI704,538+83,342$13,323
WILLIAMS COS INC 389,418 +22,900 $13,010
     WMB389,418+22,900$13,010
CHENIERE ENERGY INC 72,093 +8,737 $9,996
     LNG72,093+8,737$9,996
MAGELLAN MIDSTREAM PRTNRS LP 184,163 +11,384 $9,037
     MMP184,163+11,384$9,037
ENBRIDGE INC 169,444 -1,000 $7,810
     ENB169,444-1,000$7,810
ALLIANCE RESOURCE PARTNERS L 431,084 +147,180 $6,652
     ARLP431,084+147,180$6,652
TC ENERGY CORP 94,261 +5,751 $5,318
     TRP94,261+5,751$5,318
EQUITRANS MIDSTREAM CORP 488,436 -7,136 $4,122
     ETRN488,436-7,136$4,122
ALCOA CORP 37,136 -4,000 $3,343
     AA37,136-4,000$3,343
SUNOCO LP SUNOCO FIN CORP 77,900 +1,080 $3,181
     SUN77,900+1,080$3,181
DARLING INGREDIENTS INC 35,792 -3,000 $2,877
     DAR35,792-3,000$2,877
FREEPORT MCMORAN INC 45,411 +6,530 $2,259
     FCX45,411+6,530$2,259
BHP GROUP LTD 25,407 +3,672 $1,963
     BHP25,407+3,672$1,963
CONOCOPHILLIPS 16,701 UNCH $1,670
     COP16,701UNCH$1,670
WESTROCK CO 28,191 +4,061 $1,326
     WRK28,191+4,061$1,326
NEWMONT CORP 16,677 +2,399 $1,325
     NEM16,677+2,399$1,325
TOTALENERGIES SE 25,468 UNCH $1,287
     TTE25,468UNCH$1,287
RIO TINTO PLC 14,416 -3,916 $1,159
     RIO14,416-3,916$1,159
NUCOR CORP 7,272 +1,044 $1,081
     NUE7,272+1,044$1,081
FMC CORP 7,497 +1,081 $986
     FMC7,497+1,081$986
WESTLAKE CORPORATION 7,925 +1,141 $978
     WLK7,925+1,141$978
CORTEVA INC 15,781 +2,281 $907
     CTVA15,781+2,281$907
POSCO HOLDINGS INC 15,196 +2,196 $901
     PKX15,196+2,196$901
WEYERHAEUSER CO MTN BE 22,308 +3,224 $845
     WY22,308+3,224$845
EXXON MOBIL CORP 9,453 UNCH $781
     XOM9,453UNCH$781
VALE S A 36,517 +5,278 $730
     VALE36,517+5,278$730
INTERNATIONAL PAPER CO 14,931 +2,133 $689
     IP14,931+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

Recurrent Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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