SEC 13F Intelligence

Recurrent Investment Advisors LLC / WEP

Recurrent Investment Advisors LLC’s Magellan Midstream Partners LP Position

Does Recurrent Investment Advisors LLC own Magellan Midstream Partners LP (WEP)? Not currently — the last reported position was 260.5K shares worth $16M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q2 2023
Shares
260.5K
% of Portfolio
+2.75%
Quarters Held
13
position exited

Position History WEP

Reported value by quarter
Q2 ’20: $5MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $7MQ2 ’21Q3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ2 ’22Q3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $13MQ2 ’23: $16MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023260.5K$16M+2.75%
Q1 2023242.4K$13M+2.60%
Q4 2022208.7K$10M+2.23%
Q3 2022173.7K$8M+2.23%
Q2 2022189.2K$9M+2.74%
Q1 2022184.2K$9M+2.87%
Q4 2021172.8K$8M+3.24%
Q3 2021165.2K$8M+3.31%
Q2 2021135.0K$7M+3.33%
Q1 2021125.3K$5M+3.44%
Q4 2020129.2K$5M+4.07%
Q3 2020122.7K$4M+4.47%
Q2 2020112.3K$5M+4.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Recurrent Investment Advisors LLC’s full portfolio or all institutional holders of WEP.