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Ownership

Who owns TXO Partners, L.P., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Bob R. Simpson June 04, 2026

Bob R. Simpson: 16.2% · 9,000,000 shares

Global Endowment Management, LP, Stephanie S. Lynch August 14, 2025

Global Endowment Management, LP: 4.9% · 2,686,017 shares — Stephanie S. Lynch: 4.9% · 2,686,017 shares

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Super investors holding TXO

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of TXO Partners, L.P. they hold. Together these 70 managers report 30.10% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
KING LUTHER CAPITAL MANAGEMENT CORP $38.4M 3,071,796 0.16% 5.54% June 30, 2026
CIBC Private Wealth Group LLC $21.7M 2,034,567 0.04% 3.67% December 31, 2025

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Funds holding TXO

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 15 funds hold 6.02% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
Small Cap Value Fund $10.4M 0.34% 1.51% June 30, 2026
FT Energy Income Partners Strategy ETF $6.45M 1.21% 0.94% April 30, 2026

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