Recurrent Investment Advisors LLC

CIK

1803146

City

HOUSTON

State / Country

Stock

PSX — Phillips 66

Top Portfolio Positions

67 positions · $1,653,599,472 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CVE	Cenovus Energy Inc. Energy	5,799,641	$153,864,475	9.30%
TRGP	Targa Resources Corp. Energy	471,801	$118,294,664	7.15%
ET	Energy Transfer LP Energy	5,562,381	$107,353,953	6.49%
OKE	Oneok Inc /New/ Energy	1,156,034	$104,493,913	6.32%
SU	Suncor Energy Inc Energy	1,515,161	$100,167,293	6.06%
LNG	Cheniere Energy, Inc. Energy	300,074	$85,148,998	5.15%
KMI	Kinder Morgan, Inc. Energy	2,430,444	$81,492,787	4.93%
PSX	Phillips 66 Energy	414,064	$75,434,179	4.56%
MUSA	Murphy USA Inc. Consumer Cyclical	146,119	$72,178,402	4.36%
PBA	Pembina Pipeline Corp Energy	1,494,250	$66,882,630	4.04%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$75,434,179	414,064	-8.9%	Shares	Sole	2026-05-15
2025-12-31	$58,679,778	454,741	-2.1%	Shares	Sole	2026-02-13
2025-09-30	$63,177,209	464,470	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$55,710,714	466,980	+12.4%	Shares	Sole	2025-08-14
2025-03-31	$51,320,016	415,614	+5.7%	Shares	Sole	2025-05-15
2024-12-31	$44,813,112	393,339	+4.6%	Shares	Sole	2025-02-14
2024-09-30	$49,426,120	376,007	+13.1%	Shares	Sole	2024-11-14
2024-06-30	$46,951,730	332,590	+8.9%	Shares	Sole	2024-08-14
2024-03-31	$49,881,422	305,384	-0.5%	Shares	Sole	2024-05-15
2023-12-31	$40,866,524	306,944	-2.4%	Shares	Sole	2024-02-14
2023-09-30	$37,783,089	314,466	+3.2%	Shares	Sole	2023-11-14
2023-06-30	$29,061,236	304,689	+16.3%	Shares	Sole	2023-08-14
2023-03-31	$26,558,417	261,969	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$26,480,866	254,428	+7.3%	Shares	Sole	2023-02-14
2022-09-30	$19,147,429	237,208	+20.2%	Shares	Sole	2022-11-14
2022-06-30	$16,183,104	197,379	+11.1%	Shares	Sole	2022-08-15
2022-03-31	$15,349,688	177,679	+8.4%	Shares	Sole	2022-05-16
2021-12-31	$11,871,556	163,836	+21.2%	Shares	Sole	2022-02-14
2021-09-30	$9,464,624	135,151	+30.1%	Shares	Sole	2021-11-15
2021-06-30	$8,917,298	103,907	+21.3%	Shares	Sole	2021-08-16
2021-03-31	$6,984,308	85,655	-5.2%	Shares	Sole	2021-05-14
2020-12-31	$6,322,506	90,399	+13.2%	Shares	Sole	2021-02-16
2020-09-30	$4,140,771	79,876	+9.6%	Shares	Sole	2020-11-16
2020-06-30	$5,238,634	72,860	+75.8%	Shares	Sole	2020-08-17
2020-03-31	$2,223,041	41,436	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.