RR Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), RR Advisors, LLC reported 27 stock positions worth $415.8 million. Its top holding was Energy Transfer (ET) at 10.4% of the portfolio, followed by Genesis Energy (GEL, 9.5%) and Cheniere Energy (LNG, 9.3%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 11 and reduced 10. The biggest buy was a new position in Kinetik (KNTK) and the biggest sale Energy Transfer (ET, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $415.8M (Q2 2025)
- SEC Filing
- 0001322613-25-000005 ↗ filed Aug 13, 2025
Holdings Value
Holdings 27 stocks · $415.8M
| ET Energy Transfer LP | 10.41% | 2,388,000 | $43.3M | Reduce -14.9% |
| GEL Genesis Energy L.P. | 9.47% | 2,286,000 | $39.4M | Reduce -9.1% |
| LNG Cheniere Energy Inc. | 9.30% | 159,000 | $38.7M | Reduce -10.7% |
| WMB Williams Cos Inc. | 8.40% | 556,000 | $34.9M | Reduce -2.8% |
| AM Antero Midstream Corp. | 8.25% | 1,811,000 | $34.3M | Reduce -19.4% |
| EPD Enterprise Products Partners | 6.80% | 912,000 | $28.3M | Add +8.2% |
| MPLX MPLX LP | 6.18% | 499,000 | $25.7M | Reduce -2.5% |
| KMI Kinder Morgan Inc. | 5.74% | 812,000 | $23.9M | Reduce -10.7% |
| KNTK Kinetik Holdings Inc. | 5.40% | 510,000 | $22.5M | New |
| PAGP Plains GP Holdings LP | 5.09% | 1,089,000 | $21.2M | Reduce -10.4% |
| WES Western Midstream Partners L | 4.21% | 453,000 | $17.5M | Reduce -2.8% |
| AR Antero Resources Corp. | 2.87% | 296,000 | $11.9M | Add +3.1% |
| TRGP Targa Resources Corp. | 1.87% | 45,000 | $7.8M | Reduce -2.2% |
| VNOM Viper Energy Inc. | 1.86% | 203,000 | $7.7M | Add +12.8% |
| EQT Eqt Corp. | 1.65% | 117,000 | $6.8M | Add +1.7% |
| EXE Expand Energy Corp. | 1.60% | 57,000 | $6.7M | No change |
| GLNG Golar LNG Ltd. | 1.58% | 160,000 | $6.6M | No change |
| OKE Oneok Inc. | 1.46% | 74,000 | $6.1M | Add +8.8% |
| RRC Range Resources Corp. | 1.37% | 140,000 | $5.7M | Add +4.5% |
| PR Permian Resources Corp. Class A | 1.35% | 412,000 | $5.6M | Add +26.0% |
| WULF Terawulf Inc. | 1.19% | 1,126,000 | $4.9M | Add +101.4% |
| VST Vistra Corp. | 1.10% | 24,000 | $4.6M | Add +100.0% |
| CEG Constellation Energy | 0.76% | 10,000 | $3.2M | Add +100.0% |
| PAA Plains All Amer Pipeline LP | 0.70% | 159,000 | $2.9M | No change |
| SJT San Juan Basin Royalty TR | 0.60% | 416,000 | $2.5M | No change |
| INR Infinity Natural Resour Class A | 0.54% | 122,000 | $2.2M | New |
| HUT Hut 8 Corp. | 0.24% | 55,000 | $1.0M | Add +22.2% |
Portfolio Sells Q1 2025 → Q2 2025
| ET Energy Transfer LP | Reduce -14.9% | 10.41% | −2.04 |
| SOC Sable Offshore Corp. | Sold out | 0.00% | −1.64 |
| AM Antero Midstream Corp. | Reduce -19.4% | 8.25% | −1.40 |
| PAGP Plains GP Holdings LP | Reduce -10.4% | 5.09% | −1.11 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.62 |
| LNG Cheniere Energy Inc. | Reduce -10.7% | 9.30% | −0.52 |
| KMI Kinder Morgan Inc. | Reduce -10.7% | 5.74% | −0.46 |
| MPLX MPLX LP | Reduce -2.5% | 6.18% | −0.37 |
| TRGP Targa Resources Corp. | Reduce -2.2% | 1.87% | −0.35 |
| WES Western Midstream Partners L | Reduce -2.8% | 4.21% | −0.34 |
| CIFR Cipher Digital Inc. | Sold out | 0.00% | −0.15 |
| GEL Genesis Energy L.P. | Reduce -9.1% | 9.47% | +0.04 |
| WMB Williams Cos Inc. | Reduce -2.8% | 8.40% | +0.24 |
Portfolio Buys Q1 2025 → Q2 2025
| KNTK Kinetik Holdings Inc. | New | 5.40% | +5.40 |
| WULF Terawulf Inc. | Add +101.4% | 1.19% | +0.82 |
| VST Vistra Corp. | Add +100.0% | 1.10% | +0.77 |
| INR Infinity Natural Resour Class A | New | 0.54% | +0.54 |
| CEG Constellation Energy | Add +100.0% | 0.76% | +0.52 |
| PR Permian Resources Corp. Class A | Add +26.0% | 1.35% | +0.27 |
| EQT Eqt Corp. | Add +1.7% | 1.65% | +0.17 |
| HUT Hut 8 Corp. | Add +22.2% | 0.24% | +0.12 |
| AR Antero Resources Corp. | Add +3.1% | 2.87% | +0.10 |
| RRC Range Resources Corp. | Add +4.5% | 1.37% | +0.09 |
| EPD Enterprise Products Partners | Add +8.2% | 6.80% | −0.07 |
| VNOM Viper Energy Inc. | Add +12.8% | 1.86% | −0.08 |
| OKE Oneok Inc. | Add +8.8% | 1.46% | −0.16 |
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 |