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Bradley R. Olsen

Recurrent Investment Advisors Llc

Assets Managed
$1.661B
Holdings
67
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
22.85%(2Q avg: 13.27%)
Sustained Growth
22 quarters

Portfolio positions

This chart displays the top 10 holdings in Recurrent Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Recurrent Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 22 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.661B in assets, with a quarterly growth rate of 22.85% and a 2-quarter average growth rate of 13.27%. The portfolio is managed by Bradley R. Olsen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CVE
Cenovus Energy Inc
Recent Activity
Decreased -8.86%
9.61%
$159.605M
5.8M shares@ $27.52 avg price
TRGP
Targa Resources Corp
Recent Activity
Decreased -10.73%
7.13%
$118.295M
471,801 shares@ $250.73 avg price
ET
Energy Transfer Lp
Recent Activity
Increased 3.95%
6.47%
$107.354M
5.562M shares@ $19.31 avg price
OKE
Oneok Inc
Recent Activity
Increased 0.29%
6.29%
$104.494M
1.156M shares@ $90.39 avg price
SU
Suncor Energy Inc
Recent Activity
Decreased -13.93%
6.14%
$101.939M
1.515M shares@ $67.28 avg price
LNG
Cheniere Energy Inc
Recent Activity
Increased 13.47%
5.13%
$85.149M
300,074 shares@ $283.77 avg price
KMI
Kinder Morgan Inc
Recent Activity
Increased 63.62%
4.91%
$81.493M
2.43M shares@ $33.54 avg price
PSX
Phillips 66
Recent Activity
Decreased -8.94%
4.55%
$75.434M
414,064 shares@ $182.19 avg price
MUSA
Murphy Usa Inc
Recent Activity
Increased 23.2%
4.34%
$71.986M
146,119 shares@ $492.66 avg price
PBA
Pembina Pipeline Corp
Recent Activity
Increased 0.28%
4.05%
$67.187M
1.494M shares@ $44.97 avg price

1-10 of 67