TXO Partners, L.P. (TXO) shareholders
TXONYSECrude Petroleum & Natural GasFiscal year ends December 31
$13.36−0.65 (-4.64%)
Close on Nov 13, 2026Market cap $740.76MP/E –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
28 buys · 5 sales
Net bought $39.63M
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 | 9,732,839 | 17.60% | 13D (active) amendment | Nov 6, 2026 |
| Keith A. Hutton | 4,820,215 | 9.10% | 13D (active) amendment | May 15, 2025 |
| J. Luther King, Jr. Joint filing with Luther King Capital Management Corporation (5.80%) | 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% | $4.47M | −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% | $3.09M | +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% | $1.12M | −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)
13 funds held TXO in Q2 2026, 33% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 13,923,110 | 25.11% | Nov 13, 2026 |
| Phillip R. Kevil | Director | 43,411 | 0.08% | Nov 10, 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 |
| 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 | Nov 12, 2026 | Buy | +33,570 | $14.28 | $479.37K | 9,800,000 |
| Bob R. Simpson Director, 10% owner | Nov 11, 2026 | Buy | +33,591 | $13.87 | $465.85K | 9,766,430 |
| Bob R. Simpson Director, 10% owner | Nov 10, 2026 | Buy | +86,796 | $13.49 | $1.17M | 9,732,839 |
| Bob R. Simpson Director, 10% owner | Nov 9, 2026 | Buy | +78,932 | $13.15 | $1.04M | 9,646,043 |
| Phillip R. Kevil Director | Nov 6, 2026 | Award | +2,000 | $12.85 | $25.70K | 42,051 |
| Bob R. Simpson Director, 10% owner | Nov 6, 2026 | Buy | +67,111 | $12.97 | $870.65K | 9,567,111 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
1.42%
0M shares short
Days to cover
5.3
At 0M shares a day
Change since last report
+4.3%
From 0M shares
Short volume, 20 days
41.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of TXO Partners, L.P.'s stock actually held short. Settlement fails (shares not delivered on time) peaked at 25,336 shares on Aug 27, 2026 over the last 90 days.
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