0001420506-22-000419.txt : 20220214 0001420506-22-000419.hdr.sgml : 20220214 20220214142028 ACCESSION NUMBER: 0001420506-22-000419 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22629501 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 12-31-2021 12-31-2021 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 02-14-2022 0 42 247923 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RECURRENT INVESTMENT ADVISORS LLC ALCOA CORP COM 013872106 2451 41136 SH SOLE 41136 0 0 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 3589 283904 SH SOLE 283904 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 378 5589 SH SOLE 5589 0 0 BHP GROUP LTD SPONSORED ADS 088606108 1312 21735 SH SOLE 21735 0 0 CENOVUS ENERGY INC COM 15135U109 24217 1972033 SH SOLE 1972033 0 0 CHENIERE ENERGY INC COM NEW 16411R208 6426 63356 SH SOLE 63356 0 0 CONOCOPHILLIPS COM 20825C104 1205 16701 SH SOLE 16701 0 0 CORTEVA INC COM 22052L104 638 13500 SH SOLE 13500 0 0 DARLING INGREDIENTS INC COM 237266101 2688 38792 SH SOLE 38792 0 0 ENBRIDGE INC COM 29250N105 6661 170444 SH SOLE 170444 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 15363 1866677 SH SOLE 1866677 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 12319 560965 SH SOLE 560965 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 5124 495572 SH SOLE 495572 0 0 EXXON MOBIL CORP COM 30231G102 578 9453 SH SOLE 9453 0 0 FMC CORP COM NEW 302491303 705 6416 SH SOLE 6416 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1623 38881 SH SOLE 38881 0 0 INTERNATIONAL PAPER CO COM 460146103 601 12798 SH SOLE 12798 0 0 KINDER MORGAN INC DEL COM 49456B101 9852 621196 SH SOLE 621196 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 8024 172779 SH SOLE 172779 0 0 MARATHON PETE CORP COM 56585A102 13697 214049 SH SOLE 214049 0 0 NEWMONT CORP COM 651639106 886 14278 SH SOLE 14278 0 0 NUCOR CORP COM 670346105 711 6228 SH SOLE 6228 0 0 NUTRIEN LTD COM 67077M108 2037 27085 SH SOLE 27085 0 0 PEMBINA PIPELINE CORP COM 706327103 15074 496999 SH SOLE 496999 0 0 PHILLIPS 66 COM 718546104 11872 163836 SH SOLE 163836 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 12137 1196964 SH SOLE 1196964 0 0 POSCO SPONSORED ADR 693483109 758 13000 SH SOLE 13000 0 0 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1077 25380 SH SOLE 25380 0 0 RIO TINTO PLC SPONSORED ADR 767204100 1227 18332 SH SOLE 18332 0 0 SUNCOR ENERGY INC NEW COM 867224107 11943 477130 SH SOLE 477130 0 0 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 3137 76820 SH SOLE 76820 0 0 TARGA RES CORP COM 87612G101 11658 223158 SH SOLE 223158 0 0 TC ENERGY CORP COM 87807B107 4119 88510 SH SOLE 88510 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 1260 25468 SH SOLE 25468 0 0 VALE S A SPONSORED ADS 91912E105 438 31239 SH SOLE 31239 0 0 VALERO ENERGY CORP COM 91913Y100 12536 166902 SH SOLE 166902 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 13918 653101 SH SOLE 653101 0 0 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 13625 611804 SH SOLE 611804 0 0 WESTLAKE CHEM CORP COM 960413102 659 6784 SH SOLE 6784 0 0 WESTROCK CO COM 96145D105 1070 24130 SH SOLE 24130 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 786 19084 SH SOLE 19084 0 0 WILLIAMS COS INC COM 969457100 9544 366518 SH SOLE 366518 0 0