StockDriftsStockDriftsTop 50 Recurrent Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | 9.61% | 5.80M | $159.6M | -8.86%(-563.88K) | $14.19(+117.26%) | 2026-03-31 | |
| TRGP | TARGA RES CORP | 7.12% | 471.8K | $118.3M | -10.74%(-56.74K) | $89.27(+204.67%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 6.46% | 5.56M | $107.4M | +3.94%(+211.03K) | $12.50(+61.19%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 6.29% | 1.16M | $104.5M | +0.28%(+3.23K) | $76.91(+20.03%) | 2026-03-31 | |
| SU | SUNCOR ENERGY INC NEW | 6.14% | 1.52M | $101.9M | -13.93%(-245.23K) | $30.00(+127.62%) | 2026-03-31 | |
| LNG | CHENIERE ENERGY INC | 5.13% | 300.1K | $85.1M | +13.46%(+35.60K) | $154.81(+56.21%) | 2026-03-31 | |
| KMI | KINDER MORGAN INC DEL | 4.91% | 2.43M | $81.5M | +63.61%(+944.97K) | $22.50(+49.49%) | 2026-03-31 | |
| PSX | PHILLIPS 66 | 4.54% | 414.1K | $75.4M | -8.95%(-40.68K) | $99.73(+76.67%) | 2026-03-31 | |
| MUSA | MURPHY USA INC | 4.33% | 146.1K | $72.0M | +23.20%(+27.51K) | $406.54(+38.16%) | 2026-03-31 | |
| PBA | PEMBINA PIPELINE CORP | 4.04% | 1.49M | $67.2M | +0.28%(+4.11K) | $33.48(+46.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.24% | +82.64% |
| Top 20 Holdings Unweighted | +23.39% | +87.86% |
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