$TXO

$14.30 +$0.03 (0.21%) Close

$TXO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 55.4M shares outstanding

Who owns TXO?

By type of holder

Institutions 23.9% Insiders 0.0% Everyone else 76.1%

Concentration Top 10 holders own 52.6%

Bob R. Simpson 16.2% · Keith A. Hutton 8.7%

Institutional ownership

23.9%

-4.6 pts vs last qtr

Institutional holders

-8 vs last qtr

Net shares bought

−2.6M

by institutions in Q2 2026

New / sold out

6 / 14

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Energy Income Partners, LLC +187.5K
Deroy & Devereaux Private Investment Counsel Inc +40.5K

Biggest sellers in Q2 2026

CIBC Bancorp USA Inc. −574.0K
Jpmorgan Chase & Co SOLD OUT −481.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for TXO Partners LP in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+99.1%

+18.78% a year

Each share's claim on the business

−49.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $28.3M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years65% 1–3 years19% Under 1 year16%

Quarterly turnover

10.9%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting TXO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
KL King Luther Capital Management Corp 13D · 5.8%	3.1M	5.54%	Unchanged	2023	0.2%
Shares held by quarter Peak holding3.1M (Q2'25) Change over 8 quarters+510.3K Share of the company5.540% Disclosed stake13D · 5.8% King Luther Capital Management Corp's full portfolio →
CB CIBC Bancorp USA Inc.	1.5M	2.66%	−574.0K (−28.0%)	Q1 '26	0.0%
Shares held by quarter Peak holding2.1M (Q1'26) Change over 8 quarters+1.5M Share of the company2.660% CIBC Bancorp USA Inc.'s full portfolio →

King Luther Capital Management Corp

13D · 5.8%

3.1M

% of company

5.54%

Change vs last qtr

Unchanged

Held since

2023

CIBC Bancorp USA Inc.

1.5M

% of company

2.66%

Change vs last qtr

−574.0K (−28.0%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding TXO Partners LP, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TXO on Form N-PORT; together they hold 6.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SC Small Cap Value Fund American Century Capital Portfolios, Inc.	$10.4M	835.0K	1.51%	0.34%	June 30, 2026
FE FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV	$7.45M	554.7K	1.00%	1.32%	July 31, 2026

Small Cap Value Fund

American Century Capital Portfolios, Inc.

Position value

$10.4M

% of company

1.51%

% of the fund

0.34%

As of

June 30, 2026

FT Energy Income Partners Strategy ETF

First Trust Exchange-Traded Fund IV

Position value

$7.45M

% of company

1.00%

% of the fund

1.32%

As of

July 31, 2026

14 more funds behind a free account

See every fund holding TXO Partners LP and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BR Bob R. Simpson 5%+ holder 13D · 16.2%	9.0M	16.23%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company16.230% Disclosed stake13D · 16.2% View the 13D/G filing →
KA Keith A. Hutton 5%+ holder 13D · 9.1%	4.8M	8.69%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.690% Disclosed stake13D · 9.1% View the 13D/G filing →

Bob R. Simpson

5%+ holder13D · 16.2%

9.0M

% of company

16.23%

Change vs last qtr

—

Held since

—

Keith A. Hutton

5%+ holder13D · 9.1%

4.8M

% of company

8.69%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of TXO Partners LP.

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