Skip to content
DaveManuel.com · Institutional Ownership · Who Owns It

TXO Partners LP (TXO)

Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.

54
Reporting holders
$172.8M
Reported value
24.0%
Of shares outstanding
2.1%
Calls
1.7%
Puts
-7
Holder change

Institutions report 13,295,299 shares against 55,446,407 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
KING LUTHER CAPITAL MANAGEMENT CORP$38.4M3,071,7960.16%14qHELD
Energy Income Partners, LLC$20.5M1,636,5220.32%14q+12.9%+$2.3M
CIBC Bancorp USA Inc.$18.5M1,476,6630.02%2q-28.0%-$7.2M
AMERICAN CENTURY COMPANIES INC$18.0M1,442,4800.01%14q-2.9%-$548.1K
MORGAN STANLEY$10.9M873,5950.00%14q-16.0%-$2.1M
CITADEL ADVISORS LLC$7.6M
incl. $3.3M options CALL+PUT
342,1340.00%11q+0.7%+$54.8K
GOLDMAN SACHS GROUP INC$6.7M536,2460.00%14q-27.9%-$2.6M
ING GROEP NV$6.7M532,0000.03%5q+5.6%+$350.0K
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$6.6M531,0000.30%14q-8.6%-$625.0K
FIRST TRUST ADVISORS LP$6.2M497,2750.00%5q-3.9%-$254.0K
STIFEL FINANCIAL CORP$4.6M369,9570.00%14q+10.3%+$433.1K
PIN OAK INVESTMENT ADVISORS INC$4.5M357,5073.18%11q-0.8%-$37.8K
RAYMOND JAMES FINANCIAL INC$4.5M356,6880.00%7q+8.0%+$331.9K
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$3.1M247,0000.13%8q+19.6%+$506.3K
WELLS FARGO & COMPANY/MN$2.0M159,0430.00%14q-0.9%-$17.5K
IMC-Chicago, LLC$1.2M CALL+PUToptions only0.00%2qOPTIONS
JANE STREET GROUP, LLC$1.2M
incl. $938.8K options CALL+PUT
20,5260.00%5q-80.3%-$4.9M
UBS Group AG$1.1M89,9460.00%3q-42.8%-$842.6K
GSA CAPITAL PARTNERS LLP$1.1M89,1800.07%2q-1.6%-$18.0K
Bramshill Investments, LLC$1.1M88,1230.08%2q+46.0%+$347.2K
GLENMEDE TRUST CO NA$1.0M83,2470.00%12q-20.3%-$265.0K
LuminArx Capital Management LP$1.0M81,7330.46%3qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$780.9K
incl. $628.8K options CALL+PUT
12,1700.00%7q-87.3%-$5.4M
MARATHON CAPITAL MANAGEMENT$625.0K50,0000.13%8qHELD
GROUP ONE TRADING LLC$508.8K CALLoptions only0.00%5qOPTIONS
BANK OF AMERICA CORP /DE/$491.5K39,3210.00%9q-89.5%-$4.2M
HENNESSY ADVISORS INC$487.5K39,0000.02%newNEW
HRT FINANCIAL LP$450.0K36,0230.00%3q-73.8%-$1.3M
Cambridge Investment Research Advisors, Inc.$326.0K26,1460.00%6q+95.5%+$159.3K
CHILDRESS CAPITAL ADVISORS, LLC$314.1K25,1240.05%7qHELD
Waterway Wealth Management, LLC$298.8K23,9000.06%3q+19.5%+$48.8K
Mariner, LLC$292.2K23,3760.00%newNEW
Cannell & Spears LLC$287.5K23,0000.01%4q+76.9%+$125.0K
Boston Partners$264.0K21,1220.00%newNEW
CWA Asset Management Group, LLC$213.0K17,0430.01%7q+4.2%+$8.7K
Arrow Investment Advisors, LLC$212.0K16,9610.21%4q-1.4%-$3.0K
Financial Symmetry Inc$157.1K12,5680.05%10qHELD
Apollon Wealth Management, LLC$155.1K12,4080.00%5q+2.1%+$3.1K
HighTower Advisors, LLC$139.6K11,1700.00%14qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$74.4K5,9540.03%5qHELD
VIRTUS ADVISERS, LLC$64.8K5,1840.02%2q-4.0%-$2.7K
Allied Private Wealth LLC$30.2K2,3000.02%newFIRST
ROYAL BANK OF CANADA$29.0K2,3090.00%5q+130.9%+$16.4K
OSAIC HOLDINGS, INC.$27.3K2,1820.00%9q+93.8%+$13.2K
HARBOUR INVESTMENTS, INC.$20.0K1,6000.00%2qHELD
Osbon Capital Management LLC$14.7K1,1770.01%newNEW
Larson Financial Group LLC$11.9K9540.00%4q+2.6%
Federation des caisses Desjardins du Quebec$6.2K5000.00%8qHELD
CX Institutional$5.0K3670.00%6q+2.5%
JONES FINANCIAL COMPANIES LLLP$3.8K3000.00%2qHELD
Atlantic Union Bankshares Corp$2.5K2000.00%4qHELD
Strategic Investment Solutions, Inc. /IL$2.5K2000.00%5qHELD
Arax Advisory Partners$625500.00%3qHELD
Tower Research Capital LLC (TRC)$362290.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-08ADAMS WILLIAM H IIIDirectorBought10,000$124.1K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-05-11SIMPSON BOB RDirector, 10% ownerBought500,000$6.3M
2026-06-03SIMPSON BOB RDirector, 10% ownerBought369,153$5.1M
2026-05-21SIMPSON BOB RDirector, 10% ownerBought245,549$3.4M
2026-06-02SIMPSON BOB RDirector, 10% ownerBought230,847$3.1M
2026-05-08SIMPSON BOB RDirector, 10% ownerBought162,365$2.0M
2026-05-15SIMPSON BOB RDirector, 10% ownerBought151,597$2.0M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202613$15.4M1,122,1913510.0%
Q2 202654$172.8M13,295,299516173.8%
Q1 202661$204.7M15,827,2651024142.7%
Q4 202559$174.9M16,110,7041117111.4%
Q3 202556$239.0M16,727,0961022141.5%
Q2 202564$253.6M16,580,2922025131.2%
Q1 202552$215.3M11,364,383714150.3%
Q4 202454$193.6M11,417,494141180.3%
Q3 202445$228.3M11,538,164101380.0%
Q2 202443$255.1M12,625,23691780.0%
Q1 202438$138.6M7,711,2957970.0%
Q4 202335$140.8M7,749,044101160.0%
Q3 202329$168.7M8,304,6516750.0%
Q2 202325$124.6M5,754,5613650.0%
Q1 202323$160.0M5,947,63723000.0%