RR Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), RR Advisors, LLC reported 22 stock positions worth $377.3 million. Its top holding was Antero Midstream (AM) at 13.4% of the portfolio, followed by Energy Transfer (ET, 13.2%) and Genesis Energy (GEL, 12.9%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 2 and reduced 13. The biggest buy was a new position in Williams Cos (WMB) and the biggest sale Western Midstream Partners L (WES, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $377.3M (Q1 2024)
- SEC Filing
- 0001322613-24-000004 ↗ filed May 13, 2024
Holdings Value
Holdings 22 stocks · $377.3M
| AM Antero Midstream Corp. | 13.43% | 3,604,000 | $50.7M | Reduce -39.5% |
| ET Energy Transfer LP | 13.22% | 3,170,000 | $49.9M | Reduce -51.6% |
| GEL Genesis Energy L.P. | 12.94% | 4,389,000 | $48.8M | Reduce -13.0% |
| EPD Enterprise Products Partners | 7.90% | 1,021,000 | $29.8M | Reduce -52.2% |
| PAGP Plains GP Holdings LP | 7.71% | 1,593,000 | $29.1M | Reduce -42.5% |
| MPLX MPLX LP | 6.38% | 579,000 | $24.1M | Reduce -47.3% |
| TRGP Targa Resources Corp. | 5.69% | 192,000 | $21.5M | Reduce -76.0% |
| WES Western Midstream Partners L | 4.52% | 480,000 | $17.1M | Reduce -81.3% |
| NFE New Fortress Energy Inc. | 4.31% | 531,000 | $16.3M | Reduce -8.6% |
| LNG Cheniere Energy Inc. | 4.12% | 96,000 | $15.5M | Add +81.1% |
| WMB Williams Cos Inc. | 3.93% | 380,000 | $14.8M | New |
| KMI Kinder Morgan Inc. | 3.65% | 750,000 | $13.8M | New |
| VNOM Viper Energy Inc. | 3.27% | 321,000 | $12.4M | Add +165.3% |
| AR Antero Resources Corp. | 1.96% | 254,000 | $7.4M | No change |
| PR Permian Resources Corp. Class A | 1.89% | 403,000 | $7.1M | Reduce -14.4% |
| RRC Range Resources Corp. | 1.28% | 140,000 | $4.8M | No change |
| PAA Plains All Amer Pipeline LP | 0.83% | 178,000 | $3.1M | Reduce -62.0% |
| MUR Murphy Oil Corp. | 0.79% | 65,000 | $3.0M | Reduce -13.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.71% | 49,000 | $2.7M | No change |
| OXY Occidental Petroleum Corp. | 0.56% | 32,000 | $2.1M | No change |
| FTI Technipfmc PLC | 0.51% | 76,000 | $1.9M | Reduce -20.8% |
| RIG Transocean Ltd. | 0.44% | 262,000 | $1.6M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| WES Western Midstream Partners L | Reduce -81.3% | 4.52% | −8.30 |
| TRGP Targa Resources Corp. | Reduce -76.0% | 5.69% | −6.18 |
| ET Energy Transfer LP | Reduce -51.6% | 13.22% | −2.24 |
| EPD Enterprise Products Partners | Reduce -52.2% | 7.90% | −1.74 |
| HES Hess Corp. | Sold out | 0.00% | −1.06 |
| MPLX MPLX LP | Reduce -47.3% | 6.38% | −0.53 |
| PAA Plains All Amer Pipeline LP | Reduce -62.0% | 0.83% | −0.39 |
| PAGP Plains GP Holdings LP | Reduce -42.5% | 7.71% | +0.15 |
| FTI Technipfmc PLC | Reduce -20.8% | 0.51% | +0.17 |
| MUR Murphy Oil Corp. | Reduce -13.3% | 0.79% | +0.24 |
| NFE New Fortress Energy Inc. | Reduce -8.6% | 4.31% | +0.55 |
| AM Antero Midstream Corp. | Reduce -39.5% | 13.43% | +0.66 |
| PR Permian Resources Corp. Class A | Reduce -14.4% | 1.89% | +0.79 |
| GEL Genesis Energy L.P. | Reduce -13.0% | 12.94% | +2.94 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $345.6M | KNTK, AM, WMB, KMI, ET |
| Q1 2026 | 27 | $360.5M | AM, KMI, KNTK, WMB, LNG |
| Q4 2025 | 28 | $319.8M | AM, WMB, KMI, LNG, KNTK |
| Q3 2025 | 28 | $422.1M | ET, GEL, LNG, WMB, EPD |
| Q2 2025 | 27 | $415.8M | ET, GEL, LNG, WMB, AM |
| Q1 2025 | 28 | $418.7M | ET, LNG, AM, GEL, WMB |
| Q4 2024 | 24 | $389.1M | ET, LNG, GEL, AM, EPD |
| Q3 2024 | 20 | $362.2M | GEL, ET, AM, LNG, EPD |
| Q2 2024 | 24 | $372.8M | GEL, ET, AM, EPD, PAGP |
| Q1 2024 | 22 | $377.3M | AM, ET, GEL, EPD, PAGP |