0001420506-21-001723.txt : 20211115 0001420506-21-001723.hdr.sgml : 20211115 20211115165117 ACCESSION NUMBER: 0001420506-21-001723 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211411875 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 09-30-2021 09-30-2021 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 11-15-2021 0 41 227702 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RECURRENT INVESTMENT ADVISORS LLC ALCOA CORP COM 013872106 2233 45636 SH SOLE 45636 0 0 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 2581 237424 SH SOLE 237424 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 335 5589 SH SOLE 5589 0 0 BHP GROUP LTD SPONSORED ADS 088606108 1163 21735 SH SOLE 21735 0 0 CENOVUS ENERGY INC COM 15135U109 19836 1971767 SH SOLE 1971767 0 0 CHENIERE ENERGY INC COM NEW 16411R208 5722 58584 SH SOLE 58584 0 0 CONOCOPHILLIPS COM 20825C104 1132 16701 SH SOLE 16701 0 0 CORTEVA INC COM 22052L104 379 9000 SH SOLE 9000 0 0 DARLING INGREDIENTS INC COM 237266101 3055 42492 SH SOLE 42492 0 0 ENBRIDGE INC COM 29250N105 6238 156744 SH SOLE 156744 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 16316 1703177 SH SOLE 1703177 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 12433 574538 SH SOLE 574538 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 4285 422539 SH SOLE 422539 0 0 EXXON MOBIL CORP COM 30231G102 556 9453 SH SOLE 9453 0 0 FMC CORP COM NEW 302491303 313 3416 SH SOLE 3416 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1265 38881 SH SOLE 38881 0 0 INTERNATIONAL PAPER CO COM 460146103 716 12798 SH SOLE 12798 0 0 KINDER MORGAN INC DEL COM 49456B101 10879 650298 SH SOLE 650298 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 7529 165179 SH SOLE 165179 0 0 MARATHON PETE CORP COM 56585A102 13045 211049 SH SOLE 211049 0 0 NEWMONT CORP COM 651639106 775 14278 SH SOLE 14278 0 0 NUCOR CORP COM 670346105 613 6228 SH SOLE 6228 0 0 PEMBINA PIPELINE CORP COM 706327103 14229 448999 SH SOLE 448999 0 0 PHILLIPS 66 COM 718546104 9465 135151 SH SOLE 135151 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 11664 1082464 SH SOLE 1082464 0 0 POSCO SPONSORED ADR 693483109 897 13000 SH SOLE 13000 0 0 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1274 25380 SH SOLE 25380 0 0 RIO TINTO PLC SPONSORED ADR 767204100 1225 18332 SH SOLE 18332 0 0 SUNCOR ENERGY INC NEW COM 867224107 9506 458362 SH SOLE 458362 0 0 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 2867 76820 SH SOLE 76820 0 0 TARGA RES CORP COM 87612G101 10391 211158 SH SOLE 211158 0 0 TC ENERGY CORP COM 87807B107 4256 88510 SH SOLE 88510 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 1221 25468 SH SOLE 25468 0 0 VALE S A SPONSORED ADS 91912E105 436 31239 SH SOLE 31239 0 0 VALERO ENERGY CORP COM 91913Y100 11207 158802 SH SOLE 158802 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 13287 608101 SH SOLE 608101 0 0 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 12675 604732 SH SOLE 604732 0 0 WESTLAKE CHEM CORP COM 960413102 618 6784 SH SOLE 6784 0 0 WESTROCK CO COM 96145D105 1417 28430 SH SOLE 28430 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 679 19084 SH SOLE 19084 0 0 WILLIAMS COS INC COM 969457100 8989 346518 SH SOLE 346518 0 0