RR Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), RR Advisors, LLC reported 28 stock positions worth $422.1 million. Its top holding was Energy Transfer (ET) at 10.2% of the portfolio, followed by Genesis Energy (GEL, 8.9%) and Cheniere Energy (LNG, 8.8%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 10 and reduced 6. The biggest buy was a new position in Viper Energy Class A (VNOM) and the biggest sale an exit from Viper Energy (VNOM).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $422.1M (Q3 2025)
- SEC Filing
- 0001322613-25-000009 ↗ filed Nov 13, 2025
Holdings Value
Holdings 28 stocks · $422.1M
| ET Energy Transfer LP | 10.18% | 2,504,000 | $43.0M | Add +4.9% |
| GEL Genesis Energy L.P. | 8.89% | 2,246,000 | $37.5M | Reduce -1.8% |
| LNG Cheniere Energy Inc. | 8.84% | 159,000 | $37.3M | No change |
| WMB Williams Cos Inc. | 7.91% | 527,000 | $33.4M | Reduce -5.2% |
| EPD Enterprise Products Partners | 7.79% | 1,051,000 | $32.9M | Add +15.2% |
| AM Antero Midstream Corp. | 7.72% | 1,675,000 | $32.6M | Reduce -7.5% |
| KMI Kinder Morgan Inc. | 6.20% | 925,000 | $26.2M | Add +13.9% |
| MPLX MPLX LP | 5.91% | 499,000 | $24.9M | No change |
| KNTK Kinetik Holdings Inc. | 5.37% | 530,000 | $22.7M | Add +3.9% |
| PAGP Plains GP Holdings LP | 4.26% | 986,000 | $18.0M | Reduce -9.5% |
| WES Western Midstream Partners L | 4.21% | 453,000 | $17.8M | No change |
| WULF Terawulf Inc. | 3.05% | 1,126,000 | $12.9M | No change |
| AR Antero Resources Corp. | 2.81% | 353,000 | $11.8M | Add +19.3% |
| VNOM Viper Energy Inc. Class A | 1.84% | 203,000 | $7.8M | New |
| TRGP Targa Resources Corp. | 1.77% | 45,000 | $7.5M | No change |
| EQT Eqt Corp. | 1.64% | 127,000 | $6.9M | Add +8.6% |
| EXE Expand Energy Corp. | 1.61% | 64,000 | $6.8M | Add +12.3% |
| GLNG Golar LNG Ltd. | 1.53% | 160,000 | $6.5M | No change |
| DTM DT Midstream Inc. | 1.52% | 57,000 | $6.4M | New |
| RRC Range Resources Corp. | 1.37% | 154,000 | $5.8M | Add +10.0% |
| PR Permian Resources Corp. Class A | 1.25% | 412,000 | $5.3M | No change |
| VST Vistra Corp. | 1.21% | 26,000 | $5.1M | Add +8.3% |
| CEG Constellation Energy | 0.76% | 10,000 | $3.2M | No change |
| PAA Plains All Amer Pipeline LP | 0.63% | 155,000 | $2.6M | Reduce -2.5% |
| GPOR Gulfport Energy Corp. | 0.60% | 14,000 | $2.5M | New |
| INR Infinity Natural Resour Class A | 0.52% | 166,000 | $2.2M | Add +36.1% |
| SJT San Juan Basin Royalty TR | 0.43% | 303,000 | $1.8M | Reduce -27.2% |
| RIOT Riot Platforms Inc. | 0.18% | 40,000 | $761K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VNOM Viper Energy Inc. | Sold out | 0.00% | −1.86 |
| OKE Oneok Inc. | Sold out | 0.00% | −1.46 |
| PAGP Plains GP Holdings LP | Reduce -9.5% | 4.26% | −0.83 |
| GEL Genesis Energy L.P. | Reduce -1.8% | 8.89% | −0.58 |
| AM Antero Midstream Corp. | Reduce -7.5% | 7.72% | −0.54 |
| WMB Williams Cos Inc. | Reduce -5.2% | 7.91% | −0.49 |
| HUT Hut 8 Corp. | Sold out | 0.00% | −0.24 |
| SJT San Juan Basin Royalty TR | Reduce -27.2% | 0.43% | −0.16 |
| PAA Plains All Amer Pipeline LP | Reduce -2.5% | 0.63% | −0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| VNOM Viper Energy Inc. Class A | New | 1.84% | +1.84 |
| DTM DT Midstream Inc. | New | 1.52% | +1.52 |
| EPD Enterprise Products Partners | Add +15.2% | 7.79% | +0.99 |
| GPOR Gulfport Energy Corp. | New | 0.60% | +0.60 |
| KMI Kinder Morgan Inc. | Add +13.9% | 6.20% | +0.46 |
| RIOT Riot Platforms Inc. | New | 0.18% | +0.18 |
| VST Vistra Corp. | Add +8.3% | 1.21% | +0.11 |
| EXE Expand Energy Corp. | Add +12.3% | 1.61% | +0.01 |
| RRC Range Resources Corp. | Add +10.0% | 1.37% | +0.01 |
| EQT Eqt Corp. | Add +8.6% | 1.64% | −0.01 |
| INR Infinity Natural Resour Class A | Add +36.1% | 0.52% | −0.02 |
| KNTK Kinetik Holdings Inc. | Add +3.9% | 5.37% | −0.04 |
| AR Antero Resources Corp. | Add +19.3% | 2.81% | −0.06 |
| ET Energy Transfer LP | Add +4.9% | 10.18% | −0.23 |
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 |