Recurrent Investment Advisors LLC Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$198.4B

Holdings

43

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (43 positions)

StockValue
ETENERGY TRANSFER L P
$15.0M
CVECENOVUS ENERGY INC
$14.7M
PPLPEMBINA PIPELINE CORP
$11.9M
EPDENTERPRISE PRODS PARTNERS L
$11.9M
KMIKINDER MORGAN INC DEL
$11.4M
MPCMARATHON PETE CORP
$11.3M
WESWESTERN MIDSTREAM PARTNERS L
$10.7M
PAGPPLAINS GP HLDGS L P
$10.3M
VLOVALERO ENERGY CORP
$9.9M
VNOMVIPER ENERGY PARTNERS LP
$9.8M
PSXPHILLIPS 66
$8.9M
SUSUNCOR ENERGY INC NEW
$8.3M
WMBWILLIAMS COS INC
$7.8M
TRGPTARGA RES CORP
$7.8M
WEPMAGELLAN MIDSTREAM PRTNRS LP
$6.6M
ENBENBRIDGE INC
$5.6M
LNGCHENIERE ENERGY INC
$4.4M
TRPTC ENERGY CORP
$4.0M
ETRNUSDEQUITRANS MIDSTREAM CORP
$3.3M
SUNSUNOCO LP/SUNOCO FIN CORP
$2.5M
DARDARLING INGREDIENTS INC
$2.3M
AAALCOA CORP
$1.7M
NTRNUTRIEN LTD
$1.6M
BHPBHP GROUP LTD
$1.6M
WRKUSDWESTROCK CO
$1.5M
FCXFREEPORT-MCMORAN INC
$1.4M
REGIEURRENEWABLE ENERGY GROUP INC
$1.2M
TTENTOTALENERGIES SE
$1.2M
COPCONOCOPHILLIPS
$1.0M
RIORIO TINTO PLC
$1.0M
NEMNEWMONT CORP
$905K
IPINTERNATIONAL PAPER CO
$785K
ABXBARRICK GOLD CORP
$726K
VALEVALE S A
$713K
WYWEYERHAEUSER CO MTN BE
$657K
AMTXAEMETIS INC
$650K
UEOWESTLAKE CHEM CORP
$611K
NUENUCOR CORP
$597K
XOMEXXON MOBIL CORP
$596K
PKXPOSCO
$576K
CTVACORTEVA INC
$399K
FMCFMC CORP
$370K
ADMARCHER DANIELS MIDLAND CO
$339K