0001420506-20-001323.txt : 20201116 0001420506-20-001323.hdr.sgml : 20201116 20201116144252 ACCESSION NUMBER: 0001420506-20-001323 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Recurrent Investment Advisors LLC CENTRAL INDEX KEY: 0001803146 IRS NUMBER: 821320743 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20078 FILM NUMBER: 201315743 BUSINESS ADDRESS: STREET 1: 3801 KIRBY DRIVE STREET 2: SUITE 654 CITY: HOUSTON STATE: TX ZIP: 77098-4100 BUSINESS PHONE: (831) 241-5902 MAIL ADDRESS: STREET 1: 3801 KIRBY DRIVE STREET 2: SUITE 654 CITY: HOUSTON STATE: TX ZIP: 77098-4100 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803146 XXXXXXXX 09-30-2020 09-30-2020 false Recurrent Investment Advisors LLC

3801 KIRBY DRIVE SUITE 654 HOUSTON TX 77098-4100

13F HOLDINGS REPORT 028-20078 N Bradley R. Olsen (831) 241-5902 Bradley R. Olsen, Co-Founder and Chief Compliance Officer HOUSTON TX 11-16-2020 0 40 93910 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RECURRENT INVESTMENT ADVISORS LLC ALCOA CORP COM 013872106 809 69600 SH SOLE 69600 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 260 5589 SH SOLE 5589 0 0 ARCHROCK INC COM 03957W106 2728 506990 SH SOLE 506990 0 0 BARRICK GOLD CORP COM 067901108 782 27839 SH SOLE 27839 0 0 BHP GROUP LTD SPONSORED ADS 088606108 1124 21735 SH SOLE 21735 0 0 CENOVUS ENERGY INC COM 15135U109 4562 1170922 SH SOLE 1170922 0 0 CHENIERE ENERGY INC COM NEW 16411R208 1844 39849 SH SOLE 39849 0 0 CONOCOPHILLIPS COM 20825C104 546 16618 SH SOLE 16618 0 0 CORTEVA INC COM 22052L104 259 9000 SH SOLE 9000 0 0 ENBRIDGE INC COM 29250N105 3626 124142 SH SOLE 124142 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 4737 874077 SH SOLE 874077 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 6323 400452 SH SOLE 400452 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 4421 522551 SH SOLE 522551 0 0 EXXON MOBIL CORP COM 30231G102 321 9362 SH SOLE 9362 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1537 98247 SH SOLE 98247 0 0 INTERNATIONAL PAPER CO COM 460146103 518 12773 SH SOLE 12773 0 0 KINDER MORGAN INC DEL COM 49456B101 6627 537485 SH SOLE 537485 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 4197 122733 SH SOLE 122733 0 0 MARATHON PETE CORP COM 56585A102 4354 148388 SH SOLE 148388 0 0 NEWMONT CORP COM 651639106 730 11500 SH SOLE 11500 0 0 NUCOR CORP COM 670346105 596 13282 SH SOLE 13282 0 0 NUTRIEN LTD COM 67077M108 1062 27085 SH SOLE 27085 0 0 ONEOK INC NEW COM 682680103 469 18053 SH SOLE 18053 0 0 PEMBINA PIPELINE CORP COM 706327103 5468 257568 SH SOLE 257568 0 0 PHILLIPS 66 COM 718546104 4141 79876 SH SOLE 79876 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4854 797015 SH SOLE 797015 0 0 PLUG POWER INC COM NEW 72919P202 1261 94019 SH SOLE 94019 0 0 POSCO SPONSORED ADR 693483109 582 13900 SH SOLE 13900 0 0 RIO TINTO PLC SPONSORED ADR 767204100 745 12332 SH SOLE 12332 0 0 SUNCOR ENERGY INC NEW COM 867224107 1671 136603 SH SOLE 136603 0 0 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 3998 163935 SH SOLE 163935 0 0 TC ENERGY CORP COM 87807B107 3062 72963 SH SOLE 72963 0 0 TOTAL SE SPONSORED ADS 89151E109 2342 68279 SH SOLE 68279 0 0 VALE S A SPONSORED ADS 91912E105 541 51139 SH SOLE 51139 0 0 VALERO ENERGY CORP COM 91913Y100 2956 68228 SH SOLE 68228 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2657 353349 SH SOLE 353349 0 0 WESTLAKE CHEM CORP COM 960413102 680 10754 SH SOLE 10754 0 0 WESTROCK CO COM 96145D105 724 20835 SH SOLE 20835 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 544 19084 SH SOLE 19084 0 0 WILLIAMS COS INC COM 969457100 5252 267272 SH SOLE 267272 0 0