RR Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), RR Advisors, LLC reported 28 stock positions worth $418.7 million. Its top holding was Energy Transfer (ET) at 12.5% of the portfolio, followed by Cheniere Energy (LNG, 9.8%) and Antero Midstream (AM, 9.7%). Compared with Q4 2024, it opened 7 new positions, sold out of 3, added to 7 and reduced 12. The biggest buy was Williams Cos (WMB, shares +86%) and the biggest sale Energy Transfer (ET, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $418.7M (Q1 2025)
- SEC Filing
- 0001322613-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 28 stocks · $418.7M
| ET Energy Transfer LP | 12.45% | 2,805,000 | $52.1M | Reduce -3.7% |
| LNG Cheniere Energy Inc. | 9.82% | 178,000 | $41.1M | Reduce -2.2% |
| AM Antero Midstream Corp. | 9.65% | 2,246,000 | $40.4M | Reduce -10.6% |
| GEL Genesis Energy L.P. | 9.43% | 2,516,000 | $39.5M | Reduce -34.5% |
| WMB Williams Cos Inc. | 8.16% | 572,000 | $34.2M | Add +85.7% |
| EPD Enterprise Products Partners | 6.87% | 843,000 | $28.8M | Reduce -10.8% |
| MPLX MPLX LP | 6.55% | 512,000 | $27.4M | Reduce -3.4% |
| PAGP Plains GP Holdings LP | 6.20% | 1,215,000 | $26.0M | Reduce -11.1% |
| KMI Kinder Morgan Inc. | 6.20% | 909,000 | $25.9M | Add +4.6% |
| WES Western Midstream Partners L | 4.56% | 466,000 | $19.1M | Reduce -2.3% |
| AR Antero Resources Corp. | 2.77% | 287,000 | $11.6M | Add +8.7% |
| TRGP Targa Resources Corp. | 2.22% | 46,000 | $9.3M | Reduce -31.3% |
| VNOM Viper Energy Inc. | 1.94% | 180,000 | $8.1M | Add +5.9% |
| SOC Sable Offshore Corp. | 1.64% | 270,000 | $6.9M | No change |
| OKE Oneok Inc. | 1.62% | 68,000 | $6.8M | New |
| EXE Expand Energy Corp. | 1.51% | 57,000 | $6.3M | Add +21.3% |
| EQT Eqt Corp. | 1.47% | 115,000 | $6.2M | Add +4.5% |
| GLNG Golar LNG Ltd. | 1.45% | 160,000 | $6.1M | New |
| RRC Range Resources Corp. | 1.27% | 134,000 | $5.3M | Reduce -10.7% |
| PR Permian Resources Corp. Class A | 1.08% | 327,000 | $4.5M | No change |
| PAA Plains All Amer Pipeline LP | 0.76% | 159,000 | $3.2M | Reduce -10.7% |
| FANG Diamondback Energy Inc. | 0.62% | 16,000 | $2.6M | Reduce -40.7% |
| SJT San Juan Basin Royalty TR | 0.55% | 416,000 | $2.3M | Add +190.9% |
| WULF Terawulf Inc. | 0.36% | 559,000 | $1.5M | New |
| VST Vistra Corp. | 0.34% | 12,000 | $1.4M | New |
| CEG Constellation Energy | 0.23% | 5,000 | $980K | New |
| CIFR Cipher Digital Inc. | 0.15% | 269,000 | $619K | New |
| HUT Hut 8 Corp. | 0.12% | 45,000 | $518K | New |
Portfolio Sells Q4 2024 → Q1 2025
| ET Energy Transfer LP | Reduce -3.7% | 12.45% | −2.21 |
| ENLC Enlink Midstream LLC | Sold out | 0.00% | −1.96 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.12 |
| TRGP Targa Resources Corp. | Reduce -31.3% | 2.22% | −0.84 |
| EPD Enterprise Products Partners | Reduce -10.8% | 6.87% | −0.75 |
| GEL Genesis Energy L.P. | Reduce -34.5% | 9.43% | −0.56 |
| FANG Diamondback Energy Inc. | Reduce -40.7% | 0.62% | −0.51 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.49 |
| PAGP Plains GP Holdings LP | Reduce -11.1% | 6.20% | −0.25 |
| LNG Cheniere Energy Inc. | Reduce -2.2% | 9.82% | −0.21 |
| WES Western Midstream Partners L | Reduce -2.3% | 4.56% | −0.15 |
| RRC Range Resources Corp. | Reduce -10.7% | 1.27% | −0.11 |
| AM Antero Midstream Corp. | Reduce -10.6% | 9.65% | −0.09 |
| PAA Plains All Amer Pipeline LP | Reduce -10.7% | 0.76% | −0.02 |
| MPLX MPLX LP | Reduce -3.4% | 6.55% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| WMB Williams Cos Inc. | Add +85.7% | 8.16% | +3.88 |
| OKE Oneok Inc. | New | 1.62% | +1.62 |
| GLNG Golar LNG Ltd. | New | 1.45% | +1.45 |
| SJT San Juan Basin Royalty TR | Add +190.9% | 0.55% | +0.41 |
| AR Antero Resources Corp. | Add +8.7% | 2.77% | +0.39 |
| WULF Terawulf Inc. | New | 0.36% | +0.36 |
| VST Vistra Corp. | New | 0.34% | +0.34 |
| EXE Expand Energy Corp. | Add +21.3% | 1.51% | +0.32 |
| CEG Constellation Energy | New | 0.23% | +0.23 |
| EQT Eqt Corp. | Add +4.5% | 1.47% | +0.17 |
| CIFR Cipher Digital Inc. | New | 0.15% | +0.15 |
| HUT Hut 8 Corp. | New | 0.12% | +0.12 |
| KMI Kinder Morgan Inc. | Add +4.6% | 6.20% | +0.08 |
| VNOM Viper Energy Inc. | Add +5.9% | 1.94% | −0.20 |
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 |