Fund HoldingsRecurrent Investment Advisors LLC

Total Portfolio Value
$1.09B
Total Bought
$106.55M
Total Sold
$73.74M
Net Transaction
+$32.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ENERGY TRANSFER L P(ET)4,581,2474,720,835+139,58873,52992,4818.49%+18,952
CHENIERE ENERGY INC(LNG)367,740371,715+3,97566,13479,8707.33%+13,736
PBF ENERGY INC(PBF)372,078945,239+573,16111,51625,0962.30%+13,580
ENTERPRISE PRODS PARTNERS L(EPD)1,608,7731,845,243+236,47046,83157,8675.31%+11,035
TARGA RES CORP(TRGP)362,040357,290-4,75053,58663,7765.85%+10,191
KINDER MORGAN INC DEL(KMI)1,892,4961,875,707-16,78941,80551,3944.72%+9,589
DT MIDSTREAM INC(DTM)327,859339,529+11,67025,78933,7593.10%+7,970
WILLIAMS COS INC(WMB)860,981852,025-8,95639,30446,1124.23%+6,808
ONEOK INC NEW(OKE)667,546658,804-8,74260,83366,1446.07%+5,310
EXXON MOBIL CORP9,94951,325+41,3761,1665,5210.51%+4,355
CENOVUS ENERGY INC(CVE)4,100,2124,629,912+529,70069,76472,8896.69%+3,125
CHEVRON CORP NEW(CVX)021,153+21,15303,0640.28%+3,064
CANADIAN NAT RES LTD(CNQ)059,020+59,02001,8220.17%+1,822
HESS CORP013,174+13,17401,7520.16%+1,752
MATADOR RES CO(MTDR)029,468+29,46801,6580.15%+1,658
ALLIANCE RESOURCE PARTNERS L(ARLP)1,145,1451,151,070+5,92528,62930,2622.78%+1,633
CONOCOPHILLIPS(COP)15,31332,436+17,1231,6123,2170.30%+1,605
DIAMONDBACK ENERGY INC(FANG)09,670+9,67001,5840.15%+1,584
SEALED AIR CORP NEW18,86260,226+41,3646852,0370.19%+1,353
HALLIBURTON CO(HAL)25,67670,944+45,2687461,9290.18%+1,183
SMURFIT WESTROCK PLC(SW)18,45237,071+18,6199121,9970.18%+1,085
ENBRIDGE INC(ENB)455,220461,102+5,88218,48719,5651.80%+1,078
SOUTH BOW CORP(SOBO)031,628+31,62809940.09%+994
NUCOR CORP(NUE)12,33422,945+10,6111,8542,6780.25%+824
BARRICK GOLD CORP68,009137,861+69,8521,8242,5640.24%+740
FREEPORT-MCMORAN INC(FCX)40,24071,263+31,0232,0092,7140.25%+705
TC ENERGY CORP(TRP)183,275202,334+19,0598,7159,4150.86%+700
EXPAND ENERGY CORPORATION(EXE)06,797+6,79706770.06%+677
EOG RES INC(EOG)04,633+4,63305680.05%+568
CROWN HLDGS INC(CCK)06,446+6,44605330.05%+533
MARTIN MARIETTA MATLS INC(MLM)01,007+1,00705200.05%+520
VISTRA CORP(VST)03,510+3,51004840.04%+484
NEWMONT CORP(NEM)28,24851,839+23,5911,5101,9290.18%+420
CONSTELLATION ENERGY CORP(CEG)01,759+1,75903940.04%+394
SUNCOR ENERGY INC NEW(SU)1,655,4021,719,856+64,45461,97962,3335.72%+354
CAMECO CORP(CCJ)06,746+6,74603470.03%+347
WESTLAKE CORPORATION(WLK)9,24115,118+5,8771,3891,7330.16%+344
SUMMIT MATLS INC06,548+6,54803310.03%+331
WESTERN MIDSTREAM PARTNERS L(WES)1,397,1401,397,780+64053,45553,7174.93%+262
DARLING INGREDIENTS INC(DAR)21,23928,655+7,4167899650.09%+176
MURPHY USA INC(MUSA)1,1501,390+2405676970.06%+131
INTERNATIONAL PAPER CO(IP)16,41315,356-1,0578028260.08%+25
BP PLC(BP)109,604105,944-3,6604324180.04%-14
CF INDS HLDGS INC(CF)7,8647,357-5076756280.06%-47
ARCHER DANIELS MIDLAND CO7,1836,720-4634293390.03%-90
MOSAIC CO NEW(MOS)25,28723,658-1,6296775820.05%-96
VALE S A39,91737,349-2,5684663310.03%-135
WEYERHAEUSER CO MTN BE(WY)24,33922,771-1,5688246410.06%-183
CLEARWAY ENERGY INC(CWEN)6,6000-6,6002020-202
MARATHON PETE CORP(MPC)151,187175,065+23,87824,63024,4222.24%-208
TOTALENERGIES SE(TTE)15,44514,250-1,1959987770.07%-221
NUTRIEN LTD(NTR)50,56047,560-3,0003,2833,0560.28%-227
ARCELORMITTAL SA LUXEMBOURG(MT)102,29096,390-5,9002,4092,1620.20%-247
RIO TINTO PLC(RIO)15,71614,704-1,0121,1198650.08%-254
FMC CORP(FMC)13,68412,802-8829026220.06%-280
POSCO HOLDINGS INC(PKX)14,00213,100-9029805680.05%-412
TECK RESOURCES LTD(TECK)38,58045,829+7,2492,7172,2720.21%-445
BHP GROUP LTD27,73625,950-1,7861,7231,2670.12%-456
DOW INC(DOW)28,70526,781-1,9241,5681,0750.10%-493
VALERO ENERGY CORP(VLO)165,925178,271+12,34622,40521,8542.01%-551
SUNOCO LP/SUNOCO FIN CORP(SUN)864,176888,862+24,68646,38945,7234.20%-666
ALCOA CORP(AA)78,06652,194-25,8723,0121,9720.18%-1,040
PLAINS GP HLDGS L P(PAGP)2,754,5722,702,744-51,82851,04049,7814.57%-1,259
SHELL PLC(SHEL)129,3460-129,3461,2900-1,290
PHILLIPS 66(PSX)376,007393,339+17,33249,42644,8134.11%-4,613
VIPER ENERGY INC(VNOM)504,327344,570-159,75722,75016,9081.55%-5,842
PEMBINA PIPELINE CORP(PBA)1,637,9101,621,868-16,04267,99460,1825.52%-7,812
EQT CORP(EQT)579,0930-579,09321,2180-21,218
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