RR Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), RR Advisors, LLC reported 20 stock positions worth $362.2 million. Its top holding was Genesis Energy (GEL) at 14.9% of the portfolio, followed by Energy Transfer (ET, 12.1%) and Antero Midstream (AM, 11.0%). Compared with Q2 2024, it opened 2 new positions, sold out of 6, added to 5 and reduced 10. The biggest buy was Cheniere Energy (LNG, shares +131%) and the biggest sale an exit from New Fortress Energy (NFE).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $362.2M (Q3 2024)
- SEC Filing
- 0001322613-24-000008 ↗ filed Nov 13, 2024
Holdings Value
Holdings 20 stocks · $362.2M
| GEL Genesis Energy L.P. | 14.94% | 4,047,000 | $54.1M | Add +0.3% |
| ET Energy Transfer LP | 12.14% | 2,741,000 | $44.0M | Reduce -3.1% |
| AM Antero Midstream Corp. | 10.98% | 2,643,000 | $39.8M | Reduce -8.9% |
| LNG Cheniere Energy Inc. | 9.20% | 185,000 | $33.3M | Add +131.3% |
| EPD Enterprise Products Partners | 7.71% | 960,000 | $27.9M | Reduce -4.6% |
| PAGP Plains GP Holdings LP | 7.09% | 1,389,000 | $25.7M | Reduce -8.0% |
| MPLX MPLX LP | 6.81% | 555,000 | $24.7M | Reduce -9.8% |
| KMI Kinder Morgan Inc. | 6.37% | 1,045,000 | $23.1M | Reduce -10.7% |
| WES Western Midstream Partners L | 4.17% | 395,000 | $15.1M | Add +15.2% |
| WMB Williams Cos Inc. | 4.03% | 320,000 | $14.6M | Reduce -7.3% |
| TRGP Targa Resources Corp. | 3.10% | 76,000 | $11.2M | Reduce -24.0% |
| VNOM Viper Energy Inc. | 2.59% | 208,000 | $9.4M | Reduce -41.6% |
| ENLC Enlink Midstream LLC | 2.21% | 552,000 | $8.0M | New |
| AR Antero Resources Corp. | 2.09% | 264,000 | $7.6M | Add +3.9% |
| SOC Sable Offshore Corp. | 1.56% | 239,000 | $5.6M | New |
| PR Permian Resources Corp. Class A | 1.33% | 354,000 | $4.8M | Reduce -13.7% |
| RRC Range Resources Corp. | 1.27% | 150,000 | $4.6M | No change |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 1.06% | 47,000 | $3.8M | Add +11.9% |
| PAA Plains All Amer Pipeline LP | 0.85% | 178,000 | $3.1M | No change |
| FTI Technipfmc PLC | 0.48% | 66,000 | $1.7M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| NFE New Fortress Energy Inc. | Sold out | 0.00% | −2.38 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −1.12 |
| VNOM Viper Energy Inc. | Reduce -41.6% | 2.59% | −0.99 |
| COP Conocophillips | Sold out | 0.00% | −0.98 |
| MUR Murphy Oil Corp. | Sold out | 0.00% | −0.63 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.62 |
| PAGP Plains GP Holdings LP | Reduce -8.0% | 7.09% | −0.52 |
| AM Antero Midstream Corp. | Reduce -8.9% | 10.98% | −0.48 |
| PR Permian Resources Corp. Class A | Reduce -13.7% | 1.33% | −0.45 |
| TRGP Targa Resources Corp. | Reduce -24.0% | 3.10% | −0.37 |
| RIG Transocean Ltd. | Sold out | 0.00% | −0.32 |
| MPLX MPLX LP | Reduce -9.8% | 6.81% | −0.21 |
| ET Energy Transfer LP | Reduce -3.1% | 12.14% | −0.17 |
| EPD Enterprise Products Partners | Reduce -4.6% | 7.71% | −0.10 |
| WMB Williams Cos Inc. | Reduce -7.3% | 4.03% | +0.10 |
| KMI Kinder Morgan Inc. | Reduce -10.7% | 6.37% | +0.14 |
Portfolio Buys Q2 2024 → Q3 2024
| LNG Cheniere Energy Inc. | Add +131.3% | 9.20% | +5.43 |
| ENLC Enlink Midstream LLC | New | 2.21% | +2.21 |
| SOC Sable Offshore Corp. | New | 1.56% | +1.56 |
| WES Western Midstream Partners L | Add +15.2% | 4.17% | +0.52 |
| EXE Expand Energy Corp. | Add +11.9% | 1.06% | +0.14 |
| AR Antero Resources Corp. | Add +3.9% | 2.09% | −0.13 |
| GEL Genesis Energy L.P. | Add +0.3% | 14.94% | −0.55 |
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 |