Who owns TXO Partners (TXO)
Which tracked institutional funds hold TXO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TXO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TXO is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 19 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TXO’s largest tracked holder by dollar value, KING LUTHER CAPITAL MANAGEMENT CORP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TXO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 40 tracked filers holding TXO, 16 increased or opened the position and 37 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TXO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 8
- JPMORGAN CHASE & CO$6M
- PIN OAK INVESTMENT ADVISORS INC$5M
- Global Endowment Management, LP$4M
- SANDERS MORRIS HARRIS LLC$4M
- DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$3M
- HRT FINANCIAL LP$2M
Largest adds
- Energy Income Partners, LLC$2M
- STIFEL FINANCIAL CORP$406K
- Bramshill Investments, LLC$342K
- ING GROEP NV$310K
- RAYMOND JAMES FINANCIAL INC$306K
Largest trims
- CIBC Bancorp USA Inc.$7M
- BANK OF AMERICA CORP /DE/$4M
- GOLDMAN SACHS GROUP INC$3M
- MORGAN STANLEY$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- JANE STREET GROUP, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| KING LUTHER CAPITAL MANAGEMENT CORP | 3,071,796 | $38M | 17.0% | 2026-Q2 |
| Energy Income Partners, LLC added | 1,636,522 | $20M | 9.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 1,476,663 | $18M | 8.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,442,480 | $18M | 8.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 873,595 | $11M | 4.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 536,246 | $7M | 3.0% | 2026-Q2 |
| ING GROEP NV added | 532,000 | $7M | 2.9% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 531,000 | $7M | 2.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 497,275 | $6M | 2.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 369,957 | $5M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 356,688 | $4M | 2.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 342,134 | $4M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 159,043 | $2M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 89,946 | $1M | 0.5% | 2026-Q2 |
| Bramshill Investments, LLC added | 88,123 | $1M | 0.5% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 83,247 | $1M | 0.5% | 2026-Q2 |
| LuminArx Capital Management LP | 81,733 | $1M | 0.5% | 2026-Q2 |
| MARATHON CAPITAL MANAGEMENT | 50,000 | $625K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 39,321 | $492K | 0.2% | 2026-Q2 |
| HENNESSY ADVISORS INC new | 39,000 | $488K | 0.2% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC | 25,124 | $314K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 23,376 | $292K | 0.1% | 2026-Q2 |
| Cannell & Spears LLC added | 23,000 | $288K | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 21,122 | $264K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 20,526 | $257K | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 17,043 | $213K | 0.1% | 2026-Q2 |
| Arrow Investment Advisors, LLC trimmed | 16,961 | $212K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 12,408 | $155K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,170 | $152K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 5,954 | $74K | 0.0% | 2026-Q2 |
| VIRTUS ADVISERS, LLC trimmed | 5,184 | $65K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,309 | $29K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,182 | $27K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 954 | $12K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 500 | $6K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 300 | $4K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 200 | $2K | 0.0% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL | 200 | $2K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 50 | $625 | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 29 | $362 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 481,656 | $6M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| PIN OAK INVESTMENT ADVISORS INC added | 360,533 | $5M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Global Endowment Management, LP trimmed | 333,822 | $4M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| SANDERS MORRIS HARRIS LLC added | 279,134 | $4M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC added | 206,500 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 137,493 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP added | 90,623 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd added | 48,721 | $613K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC added | 39,648 | $499K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Waterway Wealth Management, LLC | 20,000 | $252K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| M&T Bank Corp added | 20,000 | $252K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 13,818 | $174K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 13,373 | $168K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financial Symmetry Inc | 12,568 | $156K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 11,162 | $140K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC trimmed | 10,125 | $127K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 4,697 | $59K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. new | 1,600 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC added | 1,267 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 900 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CX Institutional added | 358 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Truvestments Capital LLC added | 171 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC trimmed | 99 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CIBC Private Wealth Group LLC added | 2,034,567 | $22M | 9.6% | 2025-Q4 stale (2 quarters behind) |
| Alpine Global Management, LLC new | 17,060 | $182K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Fund Advisors of America Inc/FL new | 10,816 | $115K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 4,636 | $49K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Steward Partners Investment Advisory, LLC | 2,235 | $24K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 707,627 | $10M | 4.4% | 2025-Q3 stale (3 quarters behind) |
| Glenmede Investment Management, LP added | 72,779 | $1M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Empowered Funds, LLC new | 51,631 | $725K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| LPL Financial LLC added | 39,077 | $549K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| IMC-Chicago, LLC new | 14,951 | $210K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HSBC HOLDINGS PLC trimmed | 10,941 | $153K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Corient Private Wealth LLC | 10,000 | $140K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Arlington Trust Co LLC new | 4,000 | $56K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Clear Street Derivatives LLC trimmed | 264,745 | $4M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| Nokomis Capital, L.L.C. trimmed | 91,119 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Total Wealth Planning & Management, Inc. trimmed | 79,279 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 70,777 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 15,000 | $229K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| &PARTNERS new | 11,600 | $174K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Wilmington Savings Fund Society, FSB | 4,265 | $64K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| State of Wyoming added | 2,967 | $45K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AMERICAN NATIONAL BANK & TRUST | 1,000 | $15K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| IFP Advisors, Inc new | 340 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| GROUP ONE TRADING LLC new | 271 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC (last filed 2025-Q2, 12,229 shares) reconciles to its 1 current affiliate (12,170 shares) — 0.482% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.