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Recurrent Investment Advisors LLC: SU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Recurrent Investment Advisors LLC on SU, newest first. How the timeline and the estimate are built.

Recurrent Investment Advisors LLC held 1,145,921 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,145,921 shares
    Change vs previous 13F -369,240 shares

    3.89% of the 13F portfolio, value $62,732,891.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,515,161 shares
    Change vs previous 13F -245,227 shares

    6.14% of the 13F portfolio, value $101,939,086.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,760,388 shares
    Change vs previous 13F -27,287 shares

    5.85% of the 13F portfolio, value $79,173,985.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,787,675 shares
    Change vs previous 13F -3,756 shares

    5.81% of the 13F portfolio, value $75,817,362.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,791,431 shares
    Change vs previous 13F +3,940 shares

    5.5% of the 13F portfolio, value $67,976,037.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,787,491 shares
    Change vs previous 13F +67,635 shares

    5.96% of the 13F portfolio, value $70,323,605.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,719,856 shares
    Change vs previous 13F +64,454 shares

    5.72% of the 13F portfolio, value $62,333,069.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,655,402 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $61,978,705.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).