| 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% | $56,133,558 | 3,301,974 | 0% | J. Luther King, Jr. | 31 Mar 2025 | |
| Global Endowment Management, LP | 4.9% | $40,397,696 | 2,686,017 | Global Endowment Management, LP | 30 Jun 2025 |
As of 31 Dec 2025, 55 institutional investors reported holding 16,071,600 shares of TXO Partners, L.P. - Common Units (TXO). This represents 29% of the company’s total 54,816,673 outstanding shares.
The largest institutional shareholders of TXO Partners, L.P. - Common Units (TXO) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| KING LUTHER CAPITAL MANAGEMENT CORP | 5.6% | 3,071,796 | 0% | 0.13% | $32,776,063 |
| CIBC Private Wealth Group LLC | 3.7% | 2,034,567 | +13% | 0.04% | $21,708,830 |
| Global Endowment Management, LP | 3.4% | 1,868,298 | -30% | 2.5% | $19,934,000 |
| AMERICAN CENTURY COMPANIES INC | 2.8% | 1,550,861 | +4.3% | 0.01% | $16,547,687 |
| Energy Income Partners, LLC | 2.1% | 1,136,908 | -0.19% | 0.22% | $12,130,808 |
| GOLDMAN SACHS GROUP INC | 1.6% | 903,209 | -42% | 0% | $9,637,244 |
| MORGAN STANLEY | 1.3% | 717,153 | +67% | 0% | $7,652,023 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.1% | 581,000 | 0% | 0.36% | $6,199,270 |
| JPMORGAN CHASE & CO | 0.96% | 523,547 | 0% | $5,586,246 | |
| FIRST TRUST ADVISORS LP | 0.92% | 506,720 | +14% | 0% | $5,406,702 |
| ING GROEP NV | 0.92% | 504,000 | +25% | 0.03% | $5,377,680 |
| PIN OAK INVESTMENT ADVISORS INC | 0.65% | 355,330 | -7.2% | 3% | $4,278,000 |
| LuminArx Capital Management LP | 0.65% | 354,260 | 0% | 3.7% | $3,779,954 |
| CITADEL ADVISORS LLC | 0.43% | 237,383 | +210% | 0% | $2,532,877 |
| RAYMOND JAMES FINANCIAL INC | 0.43% | 234,620 | -25% | 0% | $2,503,397 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 0.36% | 199,568 | +12% | 0.79% | $2,129,394 |
| WELLS FARGO & COMPANY/MN | 0.32% | 176,223 | -24% | 0% | $1,880,299 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 0.3% | 166,000 | -8.5% | 0.09% | $1,771,000 |
| STIFEL FINANCIAL CORP | 0.28% | 154,504 | -41% | 0% | $1,648,565 |
| JANE STREET GROUP, LLC | 0.28% | 152,182 | 0% | $1,623,783 | |
| BANK OF AMERICA CORP /DE/ | 0.19% | 104,315 | +187% | 0% | $1,113,041 |
| GLENMEDE TRUST CO NA | 0.14% | 78,447 | 0% | 0% | $837,029 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.11% | 60,827 | 0% | $649,024 | |
| MARATHON CAPITAL MANAGEMENT | 0.09% | 50,000 | +400% | 0.11% | $533,500 |
| XTX Topco Ltd | 0.07% | 36,479 | 0.01% | $389,231 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 16,071,600 | $171,969,145 | -$16,009,037 | $10.67 | 55 |
| 2025 Q3 | 16,727,096 | $235,366,508 | +$6,552,079 | $14.05 | 53 |
| 2025 Q2 | 16,578,992 | $250,482,005 | +$77,691,909 | $15.04 | 62 |
| 2025 Q1 | 11,364,383 | $214,550,810 | -$541,819 | $19.16 | 52 |
| 2024 Q4 | 11,417,494 | $193,074,464 | -$2,759,877 | $16.84 | 54 |
| 2024 Q3 | 11,537,564 | $228,213,512 | -$21,667,205 | $19.78 | 45 |
| 2024 Q2 | 12,625,085 | $255,091,338 | +$100,119,673 | $20.16 | 43 |
| 2024 Q1 | 7,669,804 | $137,804,572 | -$6,341,471 | $17.95 | 38 |
| 2023 Q4 | 7,698,352 | $139,915,284 | -$11,321,306 | $18.18 | 35 |
| 2023 Q3 | 8,304,651 | $168,667,425 | +$62,133,786 | $20.31 | 29 |
| 2023 Q2 | 5,244,199 | $113,556,584 | -$4,181,364 | $21.65 | 25 |
| 2023 Q1 | 4,926,913 | $113,860,578 | +$113,860,578 | $23.11 | 22 |