RR Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), RR Advisors, LLC reported 24 stock positions worth $372.8 million. Its top holding was Genesis Energy (GEL) at 15.5% of the portfolio, followed by Energy Transfer (ET, 12.3%) and Antero Midstream (AM, 11.5%). Compared with Q1 2024, it opened 3 new positions, sold out of 1, added to 5 and reduced 13. The biggest buy was Kinder Morgan (KMI, shares +56%) and the biggest sale Targa Resources (TRGP, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $372.8M (Q2 2024)
- SEC Filing
- 0001322613-24-000005 ↗ filed Aug 13, 2024
Holdings Value
Holdings 24 stocks · $372.8M
| GEL Genesis Energy L.P. | 15.49% | 4,036,000 | $57.8M | Reduce -8.0% |
| ET Energy Transfer LP | 12.31% | 2,830,000 | $45.9M | Reduce -10.7% |
| AM Antero Midstream Corp. | 11.46% | 2,900,000 | $42.7M | Reduce -19.5% |
| EPD Enterprise Products Partners | 7.82% | 1,006,000 | $29.2M | Reduce -1.5% |
| PAGP Plains GP Holdings LP | 7.62% | 1,509,000 | $28.4M | Reduce -5.3% |
| MPLX MPLX LP | 7.03% | 615,000 | $26.2M | Add +6.2% |
| KMI Kinder Morgan Inc. | 6.24% | 1,170,000 | $23.2M | Add +56.0% |
| WMB Williams Cos Inc. | 3.93% | 345,000 | $14.7M | Reduce -9.2% |
| LNG Cheniere Energy Inc. | 3.76% | 80,000 | $14.0M | Reduce -16.7% |
| WES Western Midstream Partners L | 3.65% | 343,000 | $13.6M | Reduce -28.5% |
| VNOM Viper Energy Inc. | 3.59% | 356,000 | $13.4M | Add +10.9% |
| TRGP Targa Resources Corp. | 3.46% | 100,000 | $12.9M | Reduce -47.9% |
| NFE New Fortress Energy Inc. | 2.38% | 404,000 | $8.9M | Reduce -23.9% |
| AR Antero Resources Corp. | 2.23% | 254,000 | $8.3M | No change |
| PR Permian Resources Corp. Class A | 1.78% | 410,000 | $6.6M | Add +1.7% |
| RRC Range Resources Corp. | 1.35% | 150,000 | $5.0M | Add +7.1% |
| MRO Marathon Oil Corp. | 1.12% | 146,000 | $4.2M | New |
| COP Conocophillips | 0.98% | 32,000 | $3.6M | New |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 0.92% | 42,000 | $3.4M | New |
| PAA Plains All Amer Pipeline LP | 0.85% | 178,000 | $3.2M | No change |
| MUR Murphy Oil Corp. | 0.63% | 57,000 | $2.4M | Reduce -12.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.62% | 49,000 | $2.3M | No change |
| FTI Technipfmc PLC | 0.46% | 66,000 | $1.7M | Reduce -13.2% |
| RIG Transocean Ltd. | 0.32% | 222,000 | $1.2M | Reduce -15.3% |
Portfolio Sells Q1 2024 → Q2 2024
| TRGP Targa Resources Corp. | Reduce -47.9% | 3.46% | −2.23 |
| AM Antero Midstream Corp. | Reduce -19.5% | 11.46% | −1.97 |
| NFE New Fortress Energy Inc. | Reduce -23.9% | 2.38% | −1.92 |
| ET Energy Transfer LP | Reduce -10.7% | 12.31% | −0.91 |
| WES Western Midstream Partners L | Reduce -28.5% | 3.65% | −0.87 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.56 |
| LNG Cheniere Energy Inc. | Reduce -16.7% | 3.76% | −0.35 |
| MUR Murphy Oil Corp. | Reduce -12.3% | 0.63% | −0.16 |
| RIG Transocean Ltd. | Reduce -15.3% | 0.32% | −0.12 |
| PAGP Plains GP Holdings LP | Reduce -5.3% | 7.62% | −0.09 |
| EPD Enterprise Products Partners | Reduce -1.5% | 7.82% | −0.08 |
| FTI Technipfmc PLC | Reduce -13.2% | 0.46% | −0.04 |
| WMB Williams Cos Inc. | Reduce -9.2% | 3.93% | +0.01 |
| GEL Genesis Energy L.P. | Reduce -8.0% | 15.49% | +2.55 |
Portfolio Buys Q1 2024 → Q2 2024
| KMI Kinder Morgan Inc. | Add +56.0% | 6.24% | +2.59 |
| MRO Marathon Oil Corp. | New | 1.12% | +1.12 |
| COP Conocophillips | New | 0.98% | +0.98 |
| EXE Expand Energy Corp. | New | 0.92% | +0.92 |
| MPLX MPLX LP | Add +6.2% | 7.03% | +0.65 |
| VNOM Viper Energy Inc. | Add +10.9% | 3.59% | +0.31 |
| RRC Range Resources Corp. | Add +7.1% | 1.35% | +0.07 |
| PR Permian Resources Corp. Class A | Add +1.7% | 1.78% | −0.11 |
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 |