TXO Partners, L.P. - Common Units (TXO)

Historical Holders from Q1 2023 to Q4 2025

Type / Class
Equity / Common Units
Symbol
TXO on NYSE
Shares outstanding
54,816,673
Price per share
$10.67
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
16,727,096
Total reported value
$235,366,508
% of total 13F portfolios
0%
Share change
+507,128
Value change
+$6,552,071
Number of holders
53
Price from insider filings
$10.67
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TXO Partners, L.P. - Common Units (TXO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIMPSON BOB R 13% $114,750,000 6,750,000 Bob R. Simpson 15 May 2025
HUTTON KEITH A 9.1% $81,943,655 4,820,215 Keith A. Hutton 15 May 2025
LKCM Investment Partnership, L.P. 7.2% $64,633,558 3,801,974 J. Luther King, Jr. 15 May 2025
KING LUTHER CAPITAL MANAGEMENT CORP 8% -1.2% $55,770,341 3,301,974 0% J. Luther King, Jr. 31 Mar 2025
Global Endowment Management, LP 4.9% $37,980,280 2,686,017 Global Endowment Management, LP 30 Jun 2025
As of 30 Sep 2025, TXO Partners, L.P. - Common Units (TXO) has 53 institutional shareholders filing 13F forms. They hold 16,727,096 shares. of 54,816,673 outstanding shares (31%) .

Top 25 institutional shareholders own 30% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
KING LUTHER CAPITAL MANAGEMENT CORP 5.6% 3,071,796 0% 0.18% $43,158,734
Global Endowment Management, LP 4.9% 2,686,017 +55% 4.7% $37,738,539
CIBC Private Wealth Group LLC 3.3% 1,807,967 +3% 0.04% $25,401,936
GOLDMAN SACHS GROUP INC 2.9% 1,562,741 -14% 0% $21,956,516
AMERICAN CENTURY COMPANIES INC 2.7% 1,487,013 -0.24% 0.01% $20,892,533
Energy Income Partners, LLC 2.1% 1,139,085 +26% 0.31% $16,004,144
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.3% 707,627 -1.2% 0.02% $9,942,159
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.1% 581,000 +9.6% 0.46% $8,163,050
FIRST TRUST ADVISORS LP 0.81% 445,511 +15% 0% $6,259,429
MORGAN STANLEY 0.78% 430,044 -60% 0% $6,042,119
ING GROEP NV 0.74% 404,000 +149% 0.03% $5,676,200
PIN OAK INVESTMENT ADVISORS INC 0.7% 382,702 +39% 3.8% $5,376,963
RAYMOND JAMES FINANCIAL INC 0.57% 311,151 +2% 0% $4,371,671
STIFEL FINANCIAL CORP 0.48% 262,162 +23% 0% $3,683,387
WELLS FARGO & COMPANY/MN 0.42% 230,566 +242% 0% $3,239,456
SANDERS MORRIS HARRIS LLC 0.42% 230,522 +93% 0.48% $3,590,084
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.33% 181,500 +0.83% 0.13% $2,550,000
WEALTHEDGE INVESTMENT ADVISORS, LLC 0.32% 177,906 +100% 0.95% $2,499,583
CITADEL ADVISORS LLC 0.14% 76,669 -40% 0% $1,077,199
Glenmede Investment Management, LP 0.13% 72,779 +25% 0% $1,022,544
CWA Asset Management Group, LLC 0.13% 71,785 +11% 0.04% $1,008,579
Cannell & Spears LLC 0.1% 56,600 0.02% $795,230
Empowered Funds, LLC 0.09% 51,631 0.01% $725,416
Bramshill Investments, LLC 0.08% 41,189 -2.3% 0.04% $578,705
LPL Financial LLC 0.07% 39,077 0% $549,029

Institutional Holders of TXO Partners, L.P. - Common Units (TXO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 14,437 $154,041 -$4,201,977 $10.67 1
2025 Q3 16,727,096 $235,366,508 +$6,552,071 $14.05 53
2025 Q2 16,578,992 $250,482,005 +$77,691,894 $15.04 62
2025 Q1 11,364,383 $214,550,810 -$541,823 $19.16 52
2024 Q4 11,417,494 $193,079,245 -$2,759,864 $16.84 54
2024 Q3 11,537,564 $228,213,744 -$21,667,204 $19.78 45
2024 Q2 12,625,085 $255,091,047 +$100,119,594 $20.16 43
2024 Q1 7,669,804 $137,804,903 -$5,801,819 $17.95 38
2023 Q4 29,000 $527,220 $18.18 1
2023 Q3 8,304,651 $168,667,425 +$62,129,462 $20.31 29
2023 Q2 5,244,199 $113,556,584 -$4,181,359 $21.65 25
2023 Q1 4,926,913 $113,860,578 +$113,860,575 $23.11 22