RR Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), RR Advisors, LLC reported 24 stock positions worth $389.1 million. Its top holding was Energy Transfer (ET) at 14.7% of the portfolio, followed by Cheniere Energy (LNG, 10.0%) and Genesis Energy (GEL, 10.0%). Compared with Q3 2024, it opened 4 new positions, added to 3 and reduced 12. The biggest buy was Energy Transfer (ET, shares +6%) and the biggest sale Genesis Energy (GEL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $389.1M (Q4 2024)
- SEC Filing
- 0001322613-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 24 stocks · $389.1M
| ET Energy Transfer LP | 14.66% | 2,912,000 | $57.1M | Add +6.2% |
| LNG Cheniere Energy Inc. | 10.03% | 182,000 | $39.0M | Reduce -1.6% |
| GEL Genesis Energy L.P. | 9.99% | 3,844,000 | $38.9M | Reduce -5.0% |
| AM Antero Midstream Corp. | 9.74% | 2,512,000 | $37.9M | Reduce -5.0% |
| EPD Enterprise Products Partners | 7.62% | 945,000 | $29.6M | Reduce -1.6% |
| MPLX MPLX LP | 6.52% | 530,000 | $25.4M | Reduce -4.5% |
| PAGP Plains GP Holdings LP | 6.45% | 1,366,000 | $25.1M | Reduce -1.7% |
| KMI Kinder Morgan Inc. | 6.12% | 869,000 | $23.8M | Reduce -16.8% |
| WES Western Midstream Partners L | 4.71% | 477,000 | $18.3M | Add +20.8% |
| WMB Williams Cos Inc. | 4.28% | 308,000 | $16.7M | Reduce -3.8% |
| TRGP Targa Resources Corp. | 3.06% | 67,000 | $11.9M | Reduce -11.8% |
| AR Antero Resources Corp. | 2.38% | 264,000 | $9.3M | No change |
| VNOM Viper Energy Inc. | 2.15% | 170,000 | $8.3M | Reduce -18.3% |
| ENLC Enlink Midstream LLC | 1.96% | 540,000 | $7.6M | Reduce -2.2% |
| SOC Sable Offshore Corp. | 1.59% | 270,000 | $6.2M | Add +13.0% |
| RRC Range Resources Corp. | 1.39% | 150,000 | $5.4M | No change |
| EQT Eqt Corp. | 1.30% | 110,000 | $5.1M | New |
| PR Permian Resources Corp. Class A | 1.21% | 327,000 | $4.7M | Reduce -7.6% |
| EXE Expand Energy Corp. | 1.19% | 47,000 | $4.6M | No change |
| FANG Diamondback Energy Inc. | 1.13% | 27,000 | $4.4M | New |
| XOM Exxon Mobil Corp. | 1.12% | 40,000 | $4.3M | New |
| PAA Plains All Amer Pipeline LP | 0.78% | 178,000 | $3.0M | No change |
| FTI Technipfmc PLC | 0.49% | 66,000 | $1.9M | No change |
| SJT San Juan Basin Royalty TR | 0.14% | 143,000 | $546K | New |
Portfolio Sells Q3 2024 → Q4 2024
| GEL Genesis Energy L.P. | Reduce -5.0% | 9.99% | −4.95 |
| AM Antero Midstream Corp. | Reduce -5.0% | 9.74% | −1.24 |
| PAGP Plains GP Holdings LP | Reduce -1.7% | 6.45% | −0.64 |
| VNOM Viper Energy Inc. | Reduce -18.3% | 2.15% | −0.45 |
| MPLX MPLX LP | Reduce -4.5% | 6.52% | −0.30 |
| KMI Kinder Morgan Inc. | Reduce -16.8% | 6.12% | −0.25 |
| ENLC Enlink Midstream LLC | Reduce -2.2% | 1.96% | −0.25 |
| PR Permian Resources Corp. Class A | Reduce -7.6% | 1.21% | −0.12 |
| EPD Enterprise Products Partners | Reduce -1.6% | 7.62% | −0.10 |
| TRGP Targa Resources Corp. | Reduce -11.8% | 3.06% | −0.04 |
| WMB Williams Cos Inc. | Reduce -3.8% | 4.28% | +0.25 |
| LNG Cheniere Energy Inc. | Reduce -1.6% | 10.03% | +0.83 |
Portfolio Buys Q3 2024 → Q4 2024
| ET Energy Transfer LP | Add +6.2% | 14.66% | +2.52 |
| EQT Eqt Corp. | New | 1.30% | +1.30 |
| FANG Diamondback Energy Inc. | New | 1.13% | +1.13 |
| XOM Exxon Mobil Corp. | New | 1.12% | +1.12 |
| WES Western Midstream Partners L | Add +20.8% | 4.71% | +0.54 |
| SJT San Juan Basin Royalty TR | New | 0.14% | +0.14 |
| SOC Sable Offshore Corp. | Add +13.0% | 1.59% | +0.03 |
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 |