Recurrent Investment Advisors LLC

Position in PBA — Pembina Pipeline Corp

CIK 1803146 HOUSTON, TX

Position in PBA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$66,882,630

+$10,167,788 QoQ

Shares Held

1,494,250

+0.3% QoQ

Ownership

0.257%

of shares outstanding

% of Portfolio

4.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Recurrent Investment Advisors LLC holds $941,530,412 across 17 Oil & Gas Midstream names. PBA ranks #6 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	471,801	$118,294,664
2	ET	Energy Transfer LP	5,562,381	$107,353,953
3	OKE	Oneok Inc /New/	1,156,034	$104,493,913
4	LNG	Cheniere Energy, Inc.	300,074	$85,148,998
5	KMI	Kinder Morgan, Inc.	2,430,444	$81,492,787
6	PBA	Pembina Pipeline Corp This page	1,494,250	$66,882,630
7	EPD	Enterprise Products Partners L.P.	1,675,483	$63,400,276
8	WMB	Williams Companies, Inc.	762,867	$55,521,460

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$66,882,630	1,494,250	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$56,714,842	1,490,143	-12.3%	Shares	Sole	2026-02-13
2025-09-30	$68,744,898	1,699,083	-8.2%	Shares	Sole	2025-11-13
2025-06-30	$69,437,161	1,851,164	-6.6%	Shares	Sole	2025-08-14
2025-03-31	$79,347,906	1,982,211	+22.2%	Shares	Sole	2025-05-15
2024-12-31	$59,928,022	1,621,868	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$67,547,408	1,637,910	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$59,202,966	1,596,628	+12.4%	Shares	Sole	2024-08-14
2024-03-31	$50,219,376	1,421,035	+5.7%	Shares	Sole	2024-05-15
2023-12-31	$46,295,278	1,345,011	+10.9%	Shares	Sole	2024-02-14
2023-09-30	$36,462,118	1,212,978	+14.1%	Shares	Sole	2023-11-14
2023-06-30	$33,418,833	1,062,940	+10.1%	Shares	Sole	2023-08-14
2023-03-31	$31,288,550	965,696	+13.1%	Shares	Sole	2023-05-15
2022-12-31	$28,992,077	853,964	+19.2%	Shares	Sole	2023-02-14
2022-09-30	$21,754,304	716,309	+19.0%	Shares	Sole	2022-11-14
2022-06-30	$21,285,755	602,143	+17.8%	Shares	Sole	2022-08-15
2022-03-31	$19,217,322	511,099	+2.8%	Shares	Sole	2022-05-16
2021-12-31	$15,073,979	496,999	+10.7%	Shares	Sole	2022-02-14
2021-09-30	$14,228,778	448,999	+19.8%	Shares	Sole	2021-11-15
2021-06-30	$11,905,998	374,756	+18.1%	Shares	Sole	2021-08-16
2021-03-31	$9,151,393	317,316	+5.9%	Shares	Sole	2021-05-14
2020-12-31	$7,088,819	299,612	+16.3%	Shares	Sole	2021-02-16
2020-09-30	$5,468,168	257,568	+1.6%	Shares	Sole	2020-11-16
2020-06-30	$6,336,900	253,476	+53.6%	Shares	Sole	2020-08-17
2020-03-31	$3,103,650	165,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.