13F Filings History of Recurrent Investment Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$1,265,899,242
Signature - Title
Bradley R. Olsen - Co-Founder and Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Recurrent Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Recurrent Investment Advisors LLC reported 71 stock holdings with total value $1,265,899,242 as of Q4 2025. Top holdings included CVE, TRGP, ET, OKE, and SU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $1,265,899,242 +$57,677,081 -$86,401,819 -$28,724,738 CVE, TRGP, ET, OKE, SU 13F-HR 13 Feb 2026, 11:07
Q3 2025 64 $1,302,310,607 +$85,826,927 -$86,701,802 -$874,875 CVE, ET, TRGP, OKE, SU 13F-HR 13 Nov 2025, 15:23
Q2 2025 64 $1,234,589,874 +$152,433,362 -$61,605,163 +$90,828,199 CVE, ET, OKE, TRGP, LNG 13F-HR 14 Aug 2025, 10:42
Q1 2025 65 $1,178,476,458 +$56,414,326 -$9,538,462 +$46,875,864 ET, LNG, PBA, TRGP, CVE 13F-HR 15 May 2025, 11:57
Q4 2024 65 $1,085,004,985 +$75,319,970 -$35,191,238 +$40,128,732 ET, LNG, CVE, OKE, TRGP 13F-HR 14 Feb 2025, 11:47
Q3 2024 54 $996,232,747 +$84,751,384 -$41,352,301 +$43,399,083 ET, CVE, PBA, LNG, SU 13F-HR 14 Nov 2024, 09:13
Q2 2024 51 $936,338,458 +$121,183,017 -$50,952,516 +$70,230,501 CVE, ET, LNG, PBA, SU 13F-HR 14 Aug 2024, 13:55
Q1 2024 50 $849,072,915 +$73,291,298 -$6,060,577 +$67,230,721 CVE, ET, ETRN, SU, PBA 13F-HR 15 May 2024, 11:34
Q4 2023 44 $681,674,409 +$62,152,120 -$50,846,518 +$11,305,602 ET, ETRN, PBA, PAGP, CVE 13F-HR 14 Feb 2024, 09:18
Q3 2023 51 $667,251,820 +$60,216,443 -$24,213,181 +$36,003,262 CVE, ET, PAGP, SU, PSX 13F-HR 14 Nov 2023, 08:28
Q2 2023 53 $577,325,828 +$73,002,951 $0 +$73,002,951 CVE, ET, PAGP, PBA, SU 13F-HR 14 Aug 2023, 09:43
Q1 2023 43 $505,669,868 +$38,034,140 -$1,513,510 +$36,520,630 ET, CVE, PAGP, PBA, MPC 13F-HR 15 May 2023, 08:39
Q4 2022 53 $468,832,562 +$59,907,733 -$4,558,935 +$55,348,798 CVE, ET, PBA, PAGP, TRGP 13F-HR 14 Feb 2023, 08:42
Q3 2022 42 $370,564,000 +$41,840,694 -$800,056 +$41,040,638 CVE, ET, MPC, VNOM, PBA 13F-HR 14 Nov 2022, 09:49
Q2 2022 49 $329,764,000 +$35,012,366 -$1,667,161 +$33,345,205 CVE, ET, PBA, WES, VNOM 13F-HR 15 Aug 2022, 12:30
Q1 2022 40 $314,976,000 +$17,431,132 -$13,194,036 +$4,237,096 CVE, ET, PBA, VNOM, MPC 13F-HR 16 May 2022, 13:57
Q4 2021 42 $247,923,000 +$14,873,019 -$1,474,799 +$13,398,220 CVE, ET, PBA, VNOM, MPC 13F-HR 14 Feb 2022, 14:20
Q3 2021 41 $227,702,000 +$37,973,394 -$3,017,000 +$34,956,394 CVE, ET, PBA, VNOM, MPC 13F-HR 15 Nov 2021, 16:51
Q2 2021 43 $198,443,000 +$25,515,542 -$8,325,640 +$17,189,902 ET, CVE, PBA, EPD, KMI 13F-HR 16 Aug 2021, 14:48
Q1 2021 44 $157,984,000 +$6,548,691 -$7,096,161 -$547,470 CVE, KMI, EPD, ET, PBA 13F-HR 14 May 2021, 14:24
Q4 2020 43 $134,654,000 +$23,166,591 -$7,027,248 +$16,139,343 EPD, KMI, CVE, PAGP, ET 13F-HR 16 Feb 2021, 13:23
Q3 2020 40 $93,910,000 +$3,920,318 -$2,576,269 +$1,344,049 KMI, EPD, PBA, WMB, PAGP 13F-HR 16 Nov 2020, 14:42
Q2 2020 39 $106,214,000 +$38,677,605 -$4,614,637 +$34,062,968 KMI, EPD, PAGP, PBA, ET 13F-HR 17 Aug 2020, 12:30
Q1 2020 34 $53,296,000 +$18,076,347 -$7,318,579 +$10,757,768 KMI, EPD, WMB, PBA, LNG 13F-HR 15 May 2020, 12:08
Q4 2019 44 $78,372,000 $0 $0 $0 KMI, ET, PAGP, EPD, PBA 13F-HR 14 Feb 2020, 13:11