TXONYSECrude Petroleum & Natural GasFiscal year ends December 31
TXO Partners, L.P.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$14.16−0.06 (-0.42%)
Close on Oct 19, 2026
- Market cap
- $802.62M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
24.0%
13M of 55M shares
Institutional holders
52
6 new, 12 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
23 buys · 5 sales
Net bought $35.60M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bob R. Simpson | 9,000,000 | 16.20% | 13D (active) amendment | Jun 2, 2026 |
| Keith A. Hutton | 4,820,215 | 9.10% | 13D (active) amendment | May 15, 2025 |
| J. Luther King, Jr. | 3,801,974 | 7.20% | 13D (active) | May 15, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TXO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 3,071,796 | 5.54% | $38.40M | – | 0.16% |
| Energy Income Partners, LLC | 1,636,522 | 2.95% | $20.46M | +187,494 | 0.32% |
| CIBC Bancorp USA Inc. | 1,476,663 | 2.66% | $18.46M | −574,006 | 0.02% |
| American Century Companies Inc | 1,442,480 | 2.60% | $18.03M | −43,845 | 0.01% |
| Morgan Stanley | 873,595 | 1.58% | $10.92M | −166,832 | 0.00% |
| Goldman Sachs Group Inc | 536,246 | 0.97% | $6.70M | −207,814 | 0.00% |
| Ing Groep Nv | 532,000 | 0.96% | $6.65M | +28,000 | 0.03% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 531,000 | 0.96% | $6.64M | −50,000 | 0.30% |
| First Trust Advisors LP | 497,275 | 0.90% | $6.22M | −20,322 | 0.00% |
| Stifel Financial Corp | 369,957 | 0.67% | $4.62M | +34,644 | 0.00% |
| Pin Oak Investment Advisors Inc | 357,507 | 0.64% | $4.47K | −3,026 | 3.18% |
| Raymond James Financial Inc | 356,688 | 0.64% | $4.46M | +26,555 | 0.00% |
| Citadel Advisors LLC | 342,134 | 0.62% | $4.28M | +2,469 | 0.00% |
| Deroy & Devereaux Private Investment Counsel Inc | 247,000 | 0.45% | $3.09K | +40,500 | 0.13% |
| Wells Fargo & Company/Mn | 159,043 | 0.29% | $1.99M | −1,400 | 0.00% |
| UBS Group AG | 89,946 | 0.16% | $1.12M | −67,405 | 0.00% |
| Gsa Capital Partners Llp | 89,180 | 0.16% | $1.12K | −1,443 | 0.07% |
| Bramshill Investments, LLC | 88,123 | 0.16% | $1.10M | +27,773 | 0.08% |
| Glenmede Trust Co NA | 83,247 | 0.15% | $1.04M | −21,200 | 0.00% |
| LuminArx Capital Management LP | 81,733 | 0.15% | $1.02M | – | 0.46% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 52 | 13M | 24.0% | 6 / 17 | 17 / 12 | 0M | 3M |
| Q1 2026 | 59 | 16M | 28.5% | 8 / 25 | 14 / 6 | 4M | 2M |
| Q4 2025 | 58 | 16M | 29.1% | 16 / 17 | 12 / 10 | 2M | 3M |
| Q3 2025 | 53 | 17M | 30.2% | 10 / 22 | 14 / 16 | 2M | 2M |
| Q2 2025 | 62 | 17M | 29.9% | 19 / 25 | 12 / 8 | 6M | 1M |
| Q1 2025 | 52 | 11M | 20.5% | 7 / 16 | 16 / 9 | 1M | 1M |
| Q4 2024 | 54 | 11M | 20.6% | 17 / 14 | 10 / 6 | 1M | 1M |
| Q3 2024 | 45 | 12M | 20.8% | 10 / 15 | 8 / 8 | 1M | 2M |
| Q2 2024 | 43 | 13M | 22.8% | 9 / 17 | 8 / 4 | 5M | 0M |
| Q1 2024 | 39 | 8M | 13.9% | 9 / 10 | 7 / 5 | 1M | 1M |
| Q4 2023 | 35 | 8M | 14.0% | 10 / 11 | 6 / 4 | 1M | 1M |
| Q3 2023 | 29 | 8M | 15.0% | 6 / 8 | 5 / 2 | 3M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TXO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Small Cap Value Fund | 835,000 | 1.51% | $10.44M | 0.34% | Jun 30, 2026 |
| FT Energy Income Partners Strategy ETF | 554,681 | 1.00% | $7.45M | 1.32% | Jul 31, 2026 |
| Multi-Asset Diversified Income Index Fund | 497,275 | 0.90% | $6.22M | 1.49% | Jun 30, 2026 |
| FT Energy Income Partners Enhanced Income ETF | 414,667 | 0.75% | $5.27M | 0.50% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 182,024 | 0.33% | $2.28M | 0.02% | Jun 30, 2026 |
| Small Cap Dividend Fund | 143,146 | 0.26% | $1.79M | 1.65% | Jun 30, 2026 |
| LoCorr Spectrum Income Fund | 80,992 | 0.15% | $1.01M | 1.45% | Jun 30, 2026 |
| EIP Growth and Income Fund | 72,480 | 0.13% | $973.41K | 1.09% | Jul 31, 2026 |
| Hennessy Energy Transition Fund | 39,000 | 0.07% | $523.77K | 3.33% | Jul 31, 2026 |
| Small Cap Equity Fund | 35,501 | 0.06% | $443.76K | 0.04% | Jun 30, 2026 |
| Vy(R) American Century Small-Mid Cap Value Portfolio | 20,468 | 0.04% | $255.85K | 0.09% | Jun 30, 2026 |
| Arrow Dow Jones Global Yield ETF | 17,873 | 0.03% | $240.03K | 0.64% | Jul 31, 2026 |
| MML VIP American Century Small Company Value Fund | 14,441 | 0.03% | $180.51K | 0.31% | Jun 30, 2026 |
| Virtus U.S. Dividend ETF | 4,284 | 0.01% | $57.53K | 0.32% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gary D. Simpson | Co-Chief Executive Officer, Director | 581,018 | 1.05% | Apr 1, 2026 |
| Brent W. Clum | Co-CEO and CFO, Director | 1,079,746 | 1.95% | Apr 1, 2026 |
| Scott T. Agosta | Chief Accounting Officer | 253,516 | 0.46% | Feb 3, 2026 |
| Bob R. Simpson | Director, 10% owner | 13,623,110 | 24.57% | Aug 13, 2026 |
| William H. Adams Iii | Director | 183,235 | 0.33% | May 11, 2026 |
| Keith A. Hutton | Director | 7,042,430 | 12.70% | Mar 27, 2026 |
| Luther King Jr | Director | 3,822,907 | 6.89% | Feb 11, 2026 |
| Phillip R. Kevil | Director | 41,411 | 0.07% | Feb 3, 2026 |
| Rick Jacob Settle | Director | 49,099 | 0.09% | Feb 3, 2026 |
| Lawrence S. Massaro | Director | 34,567 | 0.06% | Feb 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bob R. Simpson Director, 10% owner | Aug 13, 2026 | Buy | +125,000 | $14.32 | $1.79M | 9,500,000 |
| Bob R. Simpson Director, 10% owner | Aug 12, 2026 | Buy | +25,000 | $14.43 | $360.75K | 9,375,000 |
| Bob R. Simpson Director, 10% owner | Aug 11, 2026 | Buy | +100,000 | $14.27 | $1.43M | 9,350,000 |
| Bob R. Simpson Director, 10% owner | Aug 10, 2026 | Buy | +50,000 | $14.17 | $708.50K | 9,250,000 |
| Bob R. Simpson Director, 10% owner | Aug 7, 2026 | Buy | +100,000 | $13.52 | $1.35M | 9,200,000 |
| Bob R. Simpson Director, 10% owner | Jun 23, 2026 | Buy | +63,282 | $12.64 | $799.88K | 9,100,000 |
| Bob R. Simpson Director, 10% owner | Jun 22, 2026 | Buy | +36,718 | $12.55 | $460.81K | 9,036,718 |
| Bob R. Simpson Director, 10% owner | Jun 3, 2026 | Buy | +369,153 | $13.91 | $5.13M | 9,000,000 |
| Bob R. Simpson Director, 10% owner | Jun 2, 2026 | Buy | +230,847 | $13.41 | $3.10M | 8,630,847 |
| Bob R. Simpson Director, 10% owner | May 27, 2026 | Buy | +65,592 | $13.20 | $865.81K | 8,400,000 |
| Bob R. Simpson Director, 10% owner | May 26, 2026 | Buy | +34,408 | $13.27 | $456.59K | 8,334,408 |
| Bob R. Simpson Director, 10% owner | May 22, 2026 | Buy | +104,451 | $13.77 | $1.44M | 8,300,000 |
| Bob R. Simpson Director, 10% owner | May 21, 2026 | Buy | +245,549 | $13.70 | $3.36M | 8,195,549 |
| Bob R. Simpson Director, 10% owner | May 20, 2026 | Buy | +90,152 | $13.35 | $1.20M | 7,950,000 |
| Bob R. Simpson Director, 10% owner | May 18, 2026 | Buy | +58,251 | $13.17 | $767.17K | 7,859,848 |
| Bob R. Simpson Director, 10% owner | May 15, 2026 | Buy | +151,597 | $12.95 | $1.96M | 7,801,597 |
| Bob R. Simpson Director, 10% owner | May 14, 2026 | Buy | +64,475 | $13.02 | $839.46K | 7,650,000 |
| Bob R. Simpson Director, 10% owner | May 13, 2026 | Buy | +85,525 | $12.98 | $1.11M | 7,585,525 |
| Bob R. Simpson Director, 10% owner | May 11, 2026 | Buy | +500,000 | $12.67 | $6.34M | 7,500,000 |
| William H. Adams Iii Director | May 8, 2026 | Buy | +10,000 | $12.41 | $124.10K | 128,951 |
| Bob R. Simpson Director, 10% owner | May 8, 2026 | Buy | +162,365 | $12.50 | $2.03M | 7,000,000 |
| Bob R. Simpson Director, 10% owner | May 7, 2026 | Buy | +87,635 | $12.43 | $1.09M | 6,837,635 |
| Gary D. Simpson Co-Chief Executive Officer, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −27,234 | $12.38 | $337.16K | 581,018 |
| Brent W. Clum Co-CEO and CFO, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −27,234 | $12.38 | $337.16K | 800,340 |
| Keith A. Hutton Director | Mar 27, 2026 | Gift | −720,000 | – | – | 4,100,215 |
| Luther King Jr Director | Jan 31, 2026 | Award | +10,667 | – | – | 751,111 |
| William H. Adams Iii Director | Jan 31, 2026 | Award | +10,667 | – | – | 118,951 |
| Phillip R. Kevil Director | Jan 31, 2026 | Award | +10,667 | – | – | 40,051 |
| Lawrence S. Massaro Director | Jan 31, 2026 | Award | +10,667 | – | – | 34,567 |
| Scott T. Agosta Chief Accounting Officer | Jan 31, 2026 | Award | +35,556 | – | – | 195,054 |
| Scott T. Agosta Chief Accounting Officer | Jan 31, 2026 | Award | +21,109 | – | – | 216,163 |
| Scott T. Agosta Chief Accounting Officer | Jan 31, 2026 | Sale(10b5-1 plan) | −10,689 | $12.07 | $129.02K | 205,474 |
| Brent W. Clum Co-CEO and CFO, Director | Jan 31, 2026 | Award | +52,769 | – | – | 847,145 |
| Brent W. Clum Co-CEO and CFO, Director | Jan 31, 2026 | Sale(10b5-1 plan) | −19,571 | $12.07 | $236.22K | 827,574 |
| Brent W. Clum Co-CEO and CFO, Director | Jan 31, 2026 | Award | +155,556 | – | – | 794,376 |
| Gary D. Simpson Co-Chief Executive Officer, Director | Jan 31, 2026 | Sale(10b5-1 plan) | −8,126 | $12.07 | $98.08K | 608,252 |
| Gary D. Simpson Co-Chief Executive Officer, Director | Jan 31, 2026 | Award | +52,769 | – | – | 616,378 |
| Gary D. Simpson Co-Chief Executive Officer, Director | Jan 31, 2026 | Award | +155,556 | – | – | 563,609 |
| Rick Jacob Settle Director | Jan 31, 2026 | Award | +10,667 | – | – | 37,383 |
| Phillip R. Kevil Director | Dec 11, 2025 | Buy | +2,000 | $11.90 | $23.80K | 29,384 |
| William H. Adams Iii Director | May 19, 2025 | Buy | +10,000 | $15.26 | $152.60K | 108,284 |
| Luther King Jr Director | May 15, 2025 | Buy | +500,000 | $15.00 | $7.50M | 3,061,530 |
| Bob R. Simpson Director, 10% owner | May 15, 2025 | Buy | +2,250,000 | $15.00 | $33.75M | 6,750,000 |
| Keith A. Hutton Director | May 15, 2025 | Buy | +700,000 | $15.00 | $10.50M | 4,820,215 |
| Lawrence S. Massaro Director | May 15, 2025 | Buy | +20,000 | $15.00 | $300.00K | 23,900 |
| Phillip R. Kevil Director | May 14, 2025 | Buy | +3,000 | $15.18 | $45.54K | 27,384 |
| Gary D. Simpson Co-Chief Executive Officer, Director | Apr 1, 2025 | Sale(10b5-1 plan) | −31,517 | $19.08 | $601.34K | 408,053 |
| Gary D. Simpson Co-Chief Executive Officer, Director | Apr 1, 2025 | Award | +100,000 | – | – | 339,570 |
| Gary D. Simpson Co-Chief Executive Officer, Director | Apr 1, 2025 | Award | +100,000 | – | – | 439,570 |
| Lawrence S. Massaro Director | Apr 1, 2025 | Award | +3,900 | – | – | 3,900 |
| Brent W. Clum Co-CEO and CFO, Director | Apr 1, 2025 | Sale(10b5-1 plan) | −31,517 | $19.08 | $601.34K | 638,820 |
| Brent W. Clum Co-CEO and CFO, Director | Apr 1, 2025 | Award | +100,000 | – | – | 670,337 |
| Brent W. Clum Co-CEO and CFO, Director | Apr 1, 2025 | Award | +100,000 | – | – | 570,337 |
| Rick Jacob Settle Director | Jan 31, 2025 | Award | +5,500 | – | – | 26,716 |
| Luther King Jr Director, 10% owner | Jan 31, 2025 | Award | +3,900 | – | – | 747,344 |
| Gary D. Simpson President, Prod & Development | Jan 31, 2025 | Award | +8,090 | – | – | 239,570 |
| Gary D. Simpson President, Prod & Development | Jan 31, 2025 | Award | +52,770 | – | – | 231,480 |
| William H. Adams Iii Director | Jan 31, 2025 | Award | +5,500 | – | – | 98,284 |
| Phillip R. Kevil Director | Jan 31, 2025 | Award | +3,900 | – | – | 24,384 |
| Scott T. Agosta Chief Accounting Officer | Jan 31, 2025 | Sale(10b5-1 plan) | −5,775 | $18.59 | $107.36K | 159,498 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.