13F reference period
Q3 2026
Security Snapshot
TXO Partners, L.P. - Common Units representing limited partner interests (TXO) Institutional Ownership
CUSIP: 87313P103
13F Institutional Holders and Ownership History from Q1 2023 to Q3 2026
Institutions Reporting
30
Shares (Excl. Options)
9.43M
Full value: 9,431,948 · shares · 30 Sep 2026Price
$13.67
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Units representing limited partner interests
- Symbol
- TXO on NYSE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 9,431,948
- Total 13F value
- $129,012,437
- Portfolio coverage rank
- 0%
- Share change
- -440,383
- Value change
- -$5,305,115
- Number of holders
- 30
- Shares outstanding
- 55,300,222
- SEC-reported price per share
- $13.67
- Insider filing price
- $13.67
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- TXO - TXO Partners, L.P. - Common Units representing limited partner interests is tracked under CUSIP 87313P103.
- 30 institutions reported positions in Q3 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 52 to 30 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$166.03M
Full value: $166,030,057 · USD · 30 Jun 2026.$129.01M
Full value: $129,012,437 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 30 institutions filings for Q3 2026.
Security key
87313P103
13F reference period
Q3 2026
13F holders
30
13D/G owners
5
CIK / CUSIP context first
Open Q3 2026 holders
TXO full holder history
TXO Partners, L.P. SEC filings
TXO Partners, L.P. company facts
TXO Partners, L.P. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 87313P103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
TXO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIMPSON BOB R | 18% | +8.8% | $133,047,909 | +$10,017,909 | 9,732,839 | +8.1% | Bob R. Simpson | 06 Nov 2026 |
| 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 30 Sep 2026,
30
institutional investors reported holding
shares of
TXO Partners, L.P. - Common Units representing limited partner interests (TXO).
This represents
17%
of the company’s total
outstanding shares.
9.43M
Full value: 9,431,948 · shares · 30 Sep 202655.3M
Full value: 55,300,222 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
17%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| KING LUTHER CAPITAL MANAGEMENT CORP | 5.6% | 3,071,796 | 0% | 0.17% | $41,991,451 |
| Energy Income Partners, LLC | 3% | 1,632,395 | -0.25% | 0.36% | $22,314,840 |
| AMERICAN CENTURY COMPANIES INC | 2.4% | 1,339,039 | -7.2% | 0.01% | $18,304,663 |
| MORGAN STANLEY | 1.6% | 859,457 | -1.6% | 0% | $11,748,777 |
| RAYMOND JAMES FINANCIAL INC | 0.87% | 478,478 | +34% | 0% | $6,540,798 |
| FIRST TRUST ADVISORS LP | 0.68% | 374,690 | -25% | 0% | $5,122,012 |
| STIFEL FINANCIAL CORP | 0.65% | 360,200 | -2.6% | 0% | $4,923,965 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.6% | 332,000 | -37% | 0.21% | $4,538,440 |
| SANDERS MORRIS HARRIS LLC | 0.56% | 309,790 | 0.57% | $4,304,608 | |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 0.48% | 264,000 | +6.9% | 0.16% | $3,609,000 |
| MARATHON CAPITAL MANAGEMENT | 0.09% | 50,000 | 0% | 0.14% | $683,500 |
| LuminArx Capital Management LP | 0.08% | 42,601 | 0.81% | $582,356 | |
| Spark Investment Management LLC | 0.07% | 40,200 | 0.87% | $549,534 | |
| HENNESSY ADVISORS INC | 0.07% | 39,000 | 0% | 0.02% | $533,130 |
| Mariner, LLC | 0.05% | 26,382 | +13% | 0% | $360,639 |
| CHILDRESS CAPITAL ADVISORS, LLC | 0.05% | 25,124 | 0% | 0.05% | $343,445 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.05% | 25,000 | 0.01% | $341,750 | |
| Waterway Wealth Management, LLC | 0.04% | 23,900 | 0% | 0.06% | $326,713 |
| Cannell & Spears LLC | 0.04% | 23,000 | 0% | 0.01% | $314,410 |
| Arrow Investment Advisors, LLC | 0.03% | 19,335 | +14% | 0.23% | $264,309 |
| CWA Asset Management Group, LLC | 0.03% | 18,315 | +7.5% | 0.01% | $250,364 |
| HighTower Advisors, LLC | 0.03% | 15,773 | +41% | 0% | $215,620 |
| Chicago Partners Investment Group LLC | 0.03% | 15,267 | 0% | $216,639 | |
| Apollon Wealth Management, LLC | 0.02% | 13,124 | +5.8% | 0% | $179,405 |
| LPL Financial LLC | 0.02% | 11,064 | 0% | $151,238 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
15
Headline period
Q3 2026
Rows shown
1-15 of 15
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 9,431,948 | $129,012,437 | -$5,305,115 | $13.67 | 30 |
| 2026 Q2 | 13,282,226 | $166,030,057 | -$32,039,450 | $12.50 | 52 |
| 2026 Q1 | 15,827,265 | $199,264,067 | +$22,134,280 | $12.58 | 59 |
| 2025 Q4 | 16,110,704 | $172,386,223 | -$15,871,375 | $10.67 | 58 |
| 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 |