Fund HoldingsRecurrent Investment Advisors LLC

Total Portfolio Value
$681.67M
Total Bought
$78.52M
Total Sold
$87.95M
Net Transaction
-$9.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VIPER ENERGY INC(VNOM)0864,593+864,593027,1313.98%+27,131
ONEOK INC NEW(OKE)178,148323,464+145,31611,30022,7143.33%+11,414
EQUITRANS MIDSTREAM CORP3,875,6864,652,993+777,30736,31547,3676.95%+11,052
PEMBINA PIPELINE CORP(PBA)1,212,9781,345,011+132,03336,86946,2956.79%+9,426
WESTERN MIDSTREAM PARTNERS L(WES)1,179,4181,402,477+223,05932,11641,0366.02%+8,921
KINDER MORGAN INC DEL(KMI)1,723,5151,852,516+129,00128,57632,6784.79%+4,103
PHILLIPS 66(PSX)314,466306,944-7,52237,78340,8676.00%+3,083
SUNOCO LP/SUNOCO FIN CORP(SUN)184,308184,436+1289,02211,0531.62%+2,031
ENERGY TRANSFER L P(ET)3,513,5443,667,810+154,26649,29550,6167.43%+1,321
ENBRIDGE INC(ENB)387,571387,910+33912,86713,9742.05%+1,107
WILLIAMS COS INC(WMB)846,993846,620-37328,53529,4884.33%+953
CHENIERE ENERGY INC(LNG)210,135209,743-39234,87435,8055.25%+931
TC ENERGY CORP(TRP)183,379183,022-3576,3107,1551.05%+845
TARGA RES CORP(TRGP)348,508348,771+26329,87430,2984.44%+424
ENTERPRISE PRODS PARTNERS L(EPD)1,122,7511,173,659+50,90830,73030,9264.54%+196
BHP GROUP LTD33,99130,599-3,3921,9332,0900.31%+157
ALCOA CORP(AA)95,53286,019-9,5132,7762,9250.43%+148
FREEPORT-MCMORAN INC(FCX)73,30866,028-7,2802,7342,8110.41%+77
ALPHA METALLURGICAL RESOUR I95095002473220.05%+75
RIO TINTO PLC(RIO)19,24917,328-1,9211,2251,2900.19%+65
WESTROCK CO37,75734,003-3,7541,3521,4120.21%+60
VALE S A48,87644,000-4,8766556980.10%+43
WEYERHAEUSER CO MTN BE(WY)29,85126,872-2,9799159340.14%+19
MURPHY USA INC(MUSA)1,1501,15003934100.06%+17
NEWMONT CORP(NEM)34,54731,114-3,4331,2771,2880.19%+11
NUCOR CORP(NUE)15,08213,584-1,4982,3582,3640.35%+6
MOSAIC CO NEW(MOS)12,03310,832-1,2014283870.06%-41
INTERNATIONAL PAPER CO(IP)20,08018,076-2,0047126530.10%-59
DARLING INGREDIENTS INC(DAR)15,25714,757-5007967350.11%-61
DOW INC(DOW)28,36425,533-2,8311,4621,4000.21%-62
ARCHER DANIELS MIDLAND CO8,7697,894-8756615700.08%-91
TOTALENERGIES SE(TTE)29,99527,021-2,9741,9721,8210.27%-152
FMC CORP(FMC)16,75415,085-1,6691,1229510.14%-171
POSCO HOLDINGS INC(PKX)10,9749,879-1,0951,1259400.14%-185
HALLIBURTON CO(HAL)31,31928,223-3,0961,2681,0200.15%-248
CONOCOPHILLIPS(COP)18,71816,862-1,8562,2421,9570.29%-285
EXXON MOBIL CORP12,00110,818-1,1831,4111,0820.16%-329
WESTLAKE CORPORATION(WLK)14,05910,161-3,8981,7531,4220.21%-331
PLAINS GP HLDGS L P(PAGP)2,771,1072,773,252+2,14544,64344,2336.49%-410
BP PLC(BP)129,6110-129,6116920-692
ALLIANCE RESOURCE PARTNERS L(ARLP)735,784736,257+47316,57715,5942.29%-983
CORTEVA INC(CTVA)27,9250-27,9251,4290-1,429
BARRICK GOLD CORP90,5740-90,5741,7840-1,784
SHELL PLC(SHEL)84,7610-84,7612,2190-2,219
ARCELORMITTAL SA LUXEMBOURG(MT)128,0150-128,0153,0440-3,044
NUTRIEN LTD(NTR)41,8700-41,8703,5100-3,510
SUNCOR ENERGY INC NEW(SU)1,128,5811,096,261-32,32039,91835,1245.15%-4,794
TECK RESOURCES LTD(TECK)95,0020-95,0025,5490-5,549
VALERO ENERGY CORP(VLO)224,644171,705-52,93931,83422,3223.27%-9,513
MARATHON PETE CORP(MPC)236,186174,710-61,47635,74425,9203.80%-9,824
CENOVUS ENERGY INC(CVE)2,562,5862,498,235-64,35155,11541,5966.10%-13,519
VIPER ENERGY PARTNERS LP848,6970-848,69723,6620-23,662
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