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TXO Partners, L.P.

TXO
Exchange
NYSE
Industry
Crude Petroleum & Natural Gas
SEC CIK
0001559432

In the last 90 days, TXO Partners, L.P. insiders filed 2 open-market purchases and 0 sales; 52 institutions reported holding it in 13F filings for Q2 2026, worth $166.0M in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in TXO Partners, L.P. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
45
+2 vs. Q2 2024
Shares held
11.5M
−1.09M (−8.6%) vs. Q2 2024
Total value
$228.2M
−$26.9M (−10.5%) vs. Q2 2024
New holders
10
15 more added
Sold out
8
8 more reduced

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TXO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 45 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 23 institutionsQ2 2023: 25 institutionsQ3 2023: 29 institutionsQ4 2023: 35 institutionsQ1 2024: 39 institutionsQ2 2024: 43 institutionsQ3 2024: 45 institutionsQ4 2024: 54 institutionsQ1 2025: 52 institutionsQ2 2025: 63 institutionsQ3 2025: 53 institutionsQ4 2025: 58 institutionsQ1 2026: 59 institutionsQ2 2026: 52 institutions
Value heldQ3 2024: $228.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $136.9MQ2 2023: $113.6MQ3 2023: $168.7MQ4 2023: $139.9MQ1 2024: $137.8MQ2 2024: $255.1MQ3 2024: $228.2MQ4 2024: $193.1MQ1 2025: $214.6MQ2 2025: $250.5MQ3 2025: $235.4MQ4 2025: $172.4MQ1 2026: $199.3MQ2 2026: $166.0M
Institutions holding TXO and their total value by quarter
QuarterHoldersValue
Q2 202652$166.0M
Q1 202659$199.3M
Q4 202558$172.4M
Q3 202553$235.4M
Q2 202563$250.5M
Q1 202552$214.6M
Q4 202454$193.1M
Q3 202445$228.2M
Q2 202443$255.1M
Q1 202439$137.8M
Q4 202335$139.9M
Q3 202329$168.7M
Q2 202325$113.6M
Q1 202323$136.9M
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding TXO Partners, L.P.; share changes are against Q2 2024.

Institutions holding TXO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Parallel Advisors, LLC5$990.00%+5New
Truvestments Capital LLC142$2.81K0.00%+142New
Federation des caisses Desjardins du Quebec500$9.89K0.00%+500New
JPMorgan Chase & Co600$11.9K0.00%+449+297.4%Added
Sound Income Strategies, LLC617$12.2K0.00%+617New
Farther Finance Advisors, LLC1,000$19.8K0.00%00.0%Unchanged
American National Bank1,000$19.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,626$32.2K0.00%00.0%Unchanged
State of Wyoming2,681$53.0K0.01%+2,681New
Venturi Wealth Management, LLC2,800$55.4K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.4,252$84.1K0.02%+4,252New
UBS Group AG8,945$176.9K0.00%−18,316−67.2%Reduced
Brown Brothers Harriman & Co10,050$198.8K0.00%00.0%Unchanged
Mariner, LLC10,500$207.7K0.00%+10,500New
HighTower Advisors, LLC12,414$246.0K0.00%+44+0.4%Added
Financial Symmetry Inc12,568$248.6K0.17%00.0%Unchanged
LPL Financial LLC15,966$315.8K0.00%+2,796+21.2%Added
Marathon Capital Management25,000$494.5K0.12%+25,000New
Deroy & Devereaux Private Investment Counsel Inc28,250$559.0K0.03%+28,250New
Neuberger Berman Group LLC29,000$573.6K0.00%00.0%Unchanged
PFG Investments, LLC32,300$638.9K0.04%+32,300New
Silverleafe Capital Partners, LLC34,000$672.5K0.24%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management39,000$771.4K0.02%+1,067+2.8%Added
Glenmede Trust Co NA47,678$943.1K0.00%+5,831+13.9%Added
Bramshill Investments, LLC48,647$962.2K0.11%+240.0%Added
Tortoise Capital Advisors, L.L.C.50,000$989.0K0.01%00.0%Unchanged
Citadel Advisors LLC77,282$1.53M0.00%+15,574+25.2%Added
Morgan Stanley84,474$1.67M0.00%−35,905−29.8%Reduced
Stifel Financial Corp106,029$2.10M0.00%−11,518−9.8%Reduced
SEI Investments Co118,094$2.34M0.00%+12,661+12.0%Added
Wells Fargo & Company141,438$2.80M0.00%+132,098+1,414.3%Added
Nokomis Capital, L.L.C.164,012$3.24M1.45%−8,883−5.1%Reduced
Raymond James Financial Services Advisors, Inc.189,915$3.76M0.01%+118,930+167.5%Added
Bank of America Corp205,868$4.07M0.00%−231,914−53.0%Reduced
Raymond James & Associates225,769$4.47M0.00%−8,719−3.7%Reduced
Cushing Asset Management, LP265,000$5.24M0.39%00.0%Unchanged
Pin Oak Investment Advisors Inc291,061$5.76M5.23%+19,241+7.1%Added
Clear Street Derivatives LLC407,420$8.06M0.14%−16,900−4.0%Reduced
Kim, LLC579,734$11.5M1.40%+79,734+15.9%Added
Energy Income Partners, LLC651,944$12.9M0.28%+65,769+11.2%Added
CIBC Private Wealth Group, LLC746,779$14.8M0.03%+123,358+19.8%Added
American Century Companies Inc1,126,748$22.3M0.01%+100,842+9.8%Added
Goldman Sachs Group Inc1,189,796$23.5M0.00%−1,115,653−48.4%Reduced
Global Endowment Management, LP1,985,130$39.3M3.97%00.0%Unchanged
King Luther Capital Management Corp2,561,530$50.7M0.22%00.0%Unchanged
Westwood Holdings Group Inc.0$00.00%−200,000−100.0%Sold out
HSBC Holdings PLC0$00.00%−150,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−27,914−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−25,124−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−10,646−100.0%Sold out
Federated Hermes, Inc.0$00.00%−6,750−100.0%Sold out
Barclays PLC0$00.00%−1,836−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−108−100.0%Sold out