Fund HoldingsRecurrent Investment Advisors LLC

Total Portfolio Value
$862.54M
Total Bought
$151.82M
Total Sold
$31.50M
Net Transaction
+$120.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ONEOK INC NEW(OKE)323,464599,972+276,50822,71448,1005.58%+25,386
CENOVUS ENERGY INC(CVE)2,498,2353,032,684+534,44941,59662,1477.21%+20,552
SUNCOR ENERGY INC NEW(SU)1,096,2611,435,488+339,22735,12453,9406.25%+18,816
EQUITRANS MIDSTREAM CORP4,652,9934,679,378+26,38547,36758,4456.78%+11,078
ENERGY TRANSFER L P(ET)3,667,8103,844,840+177,03050,61660,4797.01%+9,864
TARGA RES CORP(TRGP)348,771355,312+6,54130,29839,7914.61%+9,494
MARATHON PETE CORP(MPC)174,710173,778-93225,92035,0164.06%+9,096
PHILLIPS 66(PSX)306,944305,384-1,56040,86749,8815.78%+9,015
VIPER ENERGY INC(VNOM)864,593885,696+21,10327,13134,0643.95%+6,933
VALERO ENERGY CORP(VLO)171,705171,200-50522,32229,2223.39%+6,900
CHENIERE ENERGY INC(LNG)209,743261,961+52,21835,80542,2214.89%+6,416
PLAINS GP HLDGS L P(PAGP)2,773,2522,773,569+31744,23350,6185.87%+6,384
TECK RESOURCES LTD(TECK)085,530+85,53005,2980.61%+5,298
WESTERN MIDSTREAM PARTNERS L(WES)1,402,4771,296,155-106,32241,03646,0785.34%+5,042
ALLIANCE RESOURCE PARTNERS L(ARLP)736,2571,027,744+291,48715,59420,6062.39%+5,012
ENTERPRISE PRODS PARTNERS L(EPD)1,173,6591,216,711+43,05230,92635,5044.12%+4,578
PEMBINA PIPELINE CORP(PBA)1,345,0111,421,035+76,02446,29550,6435.87%+4,348
NUTRIEN LTD(NTR)052,691+52,69103,8760.45%+3,876
WILLIAMS COS INC(WMB)846,620848,452+1,83229,48833,0643.83%+3,576
ARCELORMITTAL SA LUXEMBOURG(MT)096,397+96,39702,4540.28%+2,454
SHELL PLC(SHEL)077,082+77,08202,0270.24%+2,027
BARRICK GOLD CORP074,818+74,81801,6820.20%+1,682
KINDER MORGAN INC DEL(KMI)1,852,5161,856,131+3,61532,67834,0413.95%+1,363
SUNOCO LP/SUNOCO FIN CORP(SUN)184,436204,815+20,37911,05312,3481.43%+1,295
BP PLC(BP)0118,080+118,08005870.07%+587
DOW INC(DOW)25,53331,533+6,0001,4001,8270.21%+426
NUCOR CORP(NUE)13,58413,58402,3642,6880.31%+324
FREEPORT-MCMORAN INC(FCX)66,02866,02802,8113,1050.36%+294
NEXTERA ENERGY PARTNERS LP(XIFR)07,000+7,00002110.02%+211
TC ENERGY CORP(TRP)183,022183,02207,1557,3580.85%+203
CONOCOPHILLIPS(COP)16,86216,86201,9572,1460.25%+189
EXXON MOBIL CORP10,81810,81801,0821,2570.15%+176
ENBRIDGE INC(ENB)387,910389,897+1,98713,97414,1061.64%+133
WESTLAKE CORPORATION(WLK)10,16110,16101,4221,5530.18%+130
HALLIBURTON CO(HAL)28,22328,22301,0201,1130.13%+92
MURPHY USA INC(MUSA)1,1501,15004104820.06%+72
INTERNATIONAL PAPER CO(IP)18,07618,07606537050.08%+52
DARLING INGREDIENTS INC(DAR)14,75716,557+1,8007357700.09%+35
WEYERHAEUSER CO MTN BE(WY)26,87226,87209349650.11%+31
FMC CORP(FMC)15,08515,08509519610.11%+10
ALCOA CORP(AA)86,01986,01902,9252,9070.34%-18
MOSAIC CO NEW(MOS)10,83210,83203873520.04%-35
ARCHER DANIELS MIDLAND CO7,8947,89405704960.06%-74
VALE S A44,00044,00006985360.06%-161
POSCO HOLDINGS INC(PKX)9,8799,87909407750.09%-165
NEWMONT CORP(NEM)31,11431,11401,2881,1150.13%-173
RIO TINTO PLC(RIO)17,32817,32801,2901,1040.13%-186
ALPHA METALLURGICAL RESOUR I9500-9503220-322
BHP GROUP LTD30,59930,59902,0901,7650.20%-325
WESTROCK CO34,00319,003-15,0001,4129400.11%-472
TOTALENERGIES SE(TTE)27,02117,021-10,0001,8211,1720.14%-649
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