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| Recurrent Investment Advisors LLC
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|---|---|
| CRD # | 288694 |
| SEC # | 801-110728 |
| CIK # | 0001803146 |
| AUM | 1,381.5 M (2026-03-04) |
| Employees | 6 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 832-241-5900 |
| Address | 3801 Kirby Drive Houston, TX 77098-4100 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803146 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cenovus Energy Inc | 159.6 | ||
| Targa Resources Corp | 118.3 | ||
| Energy Transfer Equity LP | 107.4 | ||
| Oneok Inc /New/ | 104.5 | ||
| Suncor Energy Inc | 101.9 | ||
| Cheniere Energy Inc | 85.1 | ||
| Kinder Morgan Inc | 81.5 | ||
| Phillips 66 | 75.4 | ||
| Murphy USA Inc | 72.0 | ||
| Pembina Pipeline Corp | 67.2 | ||
| Susser Petroleum Partners LP | 66.8 | ||
| Enterprise Products Partners L P | 63.4 | ||
| Williams Companies Inc | 55.5 | ||
| Plains GP Holdings LP | 51.4 | ||
| DT Midstream Inc | 47.8 | ||
| PBF Energy Inc | 47.8 | ||
| Western Gas Equity Partners LP | 46.7 | ||
| Viper Energy Inc | 46.5 | ||
| Marathon Petroleum Corp | 44.2 | ||
| South Bow Corp | 38.7 | ||
| Enbridge Inc | 25.2 | ||
| Dow Inc | 14.0 | ||
| Westlake Chemical Corp | 13.2 | ||
| Barrick Gold Corp | 11.4 | ||
| Newmont Mining Corp /DE/ | 10.5 | ||
| LyondellBasell Industries NV | 10.1 | ||
| Chevron Corp | 8.9 | ||
| Huntsman Corp | 7.1 | ||
| Eastman Chemical Co | 6.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 13.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1,170.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 114.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.6 |
| (n) Other | 0 | 71.5 |
| Total | 21 | 1,381.5 |
| By Discretionary | ||
| Discretionary | 21 | 1,381.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 1,381.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 97.0 | |
| United States Persons | 1,284.5 | |
| Total | 21 | 1,381.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803146] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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|
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✚
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