Fund HoldingsRecurrent Investment Advisors LLC

Total Portfolio Value
$1.18B
Total Bought
$97.34M
Total Sold
$20.08M
Net Transaction
+$77.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PEMBINA PIPELINE CORP(PBA)1,621,8681,982,211+360,34360,18279,6396.75%+19,457
SUNOCO LP/SUNOCO FIN CORP(SUN)888,862932,862+44,00045,72354,1624.59%+8,439
SUNCOR ENERGY INC NEW(SU)1,719,8561,787,491+67,63562,33370,3245.96%+7,991
PLAINS GP HLDGS L P(PAGP)2,702,7442,700,980-1,76449,78157,7194.89%+7,938
TARGA RES CORP(TRGP)357,290357,709+41963,77671,7106.07%+7,934
PHILLIPS 66(PSX)393,339415,614+22,27544,81351,3204.35%+6,507
CHENIERE ENERGY INC(LNG)371,715372,462+74779,87086,1887.30%+6,317
ALLIANCE RESOURCE PARTNERS L(ARLP)1,151,0701,319,900+168,83030,26236,0073.05%+5,745
WILLIAMS COS INC(WMB)852,025851,524-50146,11250,8874.31%+4,775
PBF ENERGY INC(PBF)945,2391,463,615+518,37625,09627,9402.37%+2,844
BARRICK GOLD CORP137,861215,128+77,2672,5645,0870.43%+2,523
MARATHON PETE CORP(MPC)175,065184,399+9,33424,42226,8652.28%+2,444
KINDER MORGAN INC DEL(KMI)1,875,7071,885,726+10,01951,39453,8004.56%+2,405
WESTERN MIDSTREAM PARTNERS L(WES)1,397,7801,357,630-40,15053,71755,6094.71%+1,892
VALERO ENERGY CORP(VLO)178,271179,367+1,09621,85423,6892.01%+1,835
NEWMONT CORP(NEM)51,83976,587+24,7481,9293,6980.31%+1,768
SHELL PLC(SHEL)052,088+52,08801,4550.12%+1,455
UNITED STATES STL CORP NEW033,176+33,17601,4020.12%+1,402
TC ENERGY CORP(TRP)202,334223,890+21,5569,41510,5700.90%+1,155
ALBEMARLE CORP(ALB)015,220+15,22001,0960.09%+1,096
ONEOK INC NEW(OKE)658,804677,349+18,54566,14467,2075.69%+1,063
ENBRIDGE INC(ENB)461,102463,550+2,44819,56520,5401.74%+975
HESS CORP13,17417,042+3,8681,7522,7220.23%+970
ENTERPRISE PRODS PARTNERS L(EPD)1,845,2431,723,317-121,92657,86758,8344.98%+967
EXXON MOBIL CORP51,32552,131+8065,5216,2000.53%+679
POSCO HOLDINGS INC(PKX)13,10024,951+11,8515681,1860.10%+618
SEALED AIR CORP NEW60,22689,853+29,6272,0372,5970.22%+559
NUTRIEN LTD(NTR)47,56050,060+2,5003,0563,5720.30%+516
CHEVRON CORP NEW(CVX)21,15321,15303,0643,5390.30%+475
EXPAND ENERGY CORPORATION(EXE)6,7979,647+2,8506771,0740.09%+397
CONOCOPHILLIPS(COP)32,43633,215+7793,2173,4880.30%+272
TOTALENERGIES SE(TTE)14,25015,038+7887779730.08%+196
MURPHY USA INC(MUSA)1,3901,830+4406978600.07%+162
MOSAIC CO NEW(MOS)23,65824,957+1,2995826740.06%+93
WESTLAKE CORPORATION(WLK)15,11818,098+2,9801,7331,8100.15%+77
BP PLC(BP)105,944111,818+5,8744184890.04%+71
RIO TINTO PLC(RIO)14,70415,517+8138659320.08%+68
WEYERHAEUSER CO MTN BE(WY)22,77124,040+1,2696417040.06%+63
FREEPORT-MCMORAN INC(FCX)71,26373,332+2,0692,7142,7760.24%+63
BHP GROUP LTD25,95027,385+1,4351,2671,3290.11%+62
VALE S A37,34939,377+2,0283313930.03%+62
CROWN HLDGS INC(CCK)6,4466,44605335750.05%+42
CONSTELLATION ENERGY CORP(CEG)1,7592,153+3943944340.04%+41
VISTRA CORP(VST)3,5104,424+9144845200.04%+36
DARLING INGREDIENTS INC(DAR)28,65531,870+3,2159659960.08%+30
EOG RES INC(EOG)4,6334,63305685940.05%+26
DT MIDSTREAM INC(DTM)339,529350,178+10,64933,75933,7852.86%+26
ARCHER DANIELS MIDLAND CO6,7207,092+3723393400.03%+1
CANADIAN NAT RES LTD(CNQ)59,02059,02001,8221,8180.15%-4
CF INDS HLDGS INC(CF)7,3577,764+4076286070.05%-21
DIAMONDBACK ENERGY INC(FANG)9,6709,67001,5841,5460.13%-38
MARTIN MARIETTA MATLS INC(MLM)1,0071,00705204810.04%-39
FMC CORP(FMC)12,80213,510+7086225700.05%-52
CAMECO CORP(CCJ)6,7466,74603472780.02%-69
DOW INC(DOW)26,78128,262+1,4811,0759870.08%-88
HALLIBURTON CO(HAL)70,94472,264+1,3201,9291,8330.16%-96
MATADOR RES CO(MTDR)29,46829,818+3501,6581,5230.13%-134
NUCOR CORP(NUE)22,94521,122-1,8232,6782,5420.22%-136
TECK RESOURCES LTD(TECK)45,82947,097+1,2682,2722,1100.18%-162
SUMMIT MATLS INC6,5480-6,5483310-331
ALCOA CORP(AA)52,19453,291+1,0971,9721,6250.14%-347
ARCELORMITTAL SA LUXEMBOURG(MT)96,39053,072-43,3182,1621,4050.12%-757
INTERNATIONAL PAPER CO(IP)15,3560-15,3568260-826
SOUTH BOW CORP(SOBO)31,6280-31,6289940-994
VIPER ENERGY INC(VNOM)344,570345,141+57116,90815,5831.32%-1,325
SMURFIT WESTROCK PLC(SW)37,07111,780-25,2911,9975310.04%-1,466
CENOVUS ENERGY INC(CVE)4,629,9124,897,021+267,10972,88970,8316.00%-2,058
ENERGY TRANSFER L P(ET)4,720,8354,725,234+4,39992,48187,8427.44%-4,639
Page 1 of 1