Recurrent Investment Advisors
$1.7B Assets Reported
71 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | 5,799,641 | $160M | 9.6% |
| TRGP | TARGA RES CORP | 471,801 | $118M | 7.1% |
| ET | ENERGY TRANSFER L P | 5,562,381 | $107M | 6.5% |
| OKE | ONEOK INC NEW | 1,156,034 | $104M | 6.3% |
| SU | SUNCOR ENERGY INC NEW | 1,515,161 | $102M | 6.1% |
| LNG | CHENIERE ENERGY INC | 300,074 | $85M | 5.1% |
| KMI | KINDER MORGAN INC DEL | 2,430,444 | $81M | 4.9% |
| PSX | PHILLIPS 66 | 414,064 | $75M | 4.5% |
| MUSA | MURPHY USA INC | 146,119 | $72M | 4.3% |
| PBA | PEMBINA PIPELINE CORP | 1,494,250 | $67M | 4.0% |
Track Recurrent Investment Advisors's 13F portfolio: $1.7B in reported holdings, 71 positions. Top holdings, AUM, and quarterly changes on SentiSense.