TXO · TXO Partners, L.P. · Shareholders & Ownership
Every disclosed holder of TXO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns TXO
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 13,606,070 | 24.54% |
| Insiders (Forms 3, 4, 5) | 15,429,359 | 27.83% |
| 13D/G-only blocks | 2,686,017 | 4.84% |
| Remaining | 23,724,961 | 42.79% |
| Registered funds (N-PORT, not summed) | 3,442,832 | 6.21% |
Shares outstanding: 55,446,407, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of TXO
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
9,500,000 | ||
| 1.1 |
Bob R. Simpson
13D
CIK 1182684 · Unknown · Jun 2, 2026
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
not summed
|
9,000,000 | ||
| 2 |
|
4,100,215 | ||
| 2.1 |
|
4,820,215 | ||
| 3 |
|
3,822,907 | ||
| 4 |
KING LUTHER CAPITAL MANAGEMENT CORP
13F
CIK 310051 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,071,796 | ||
| 5 |
Global Endowment Management, LP
13G
CIK 1512237 · Unknown · Jun 30, 2025
Rule 13d-1(d), exempt investor
|
2,686,017 | ||
| 6 |
Energy Income Partners, LLC
13F
CIK 1388814 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,636,522 | ||
| 6.1 |
EIP Growth and Income Fund
Fund
S000013896 · Registered fund · Jul 31, 2026
EIP Investment Trust, not summed
|
72,480 | ||
| 7 |
|
1,522,733 | ||
| 8 |
CIBC Bancorp USA Inc.
13F
CIK 1711924 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,476,663 | ||
| 9 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,442,480 | ||
| 9.1 |
Small Cap Value Fund
Fund
S000005781 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
835,000 | ||
| 9.2 |
Small Cap Dividend Fund
Fund
S000075489 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
143,146 | ||
| 10 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
873,595 | ||
| 11 |
|
800,340 | ||
| 12 |
|
581,018 | ||
| 13 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
536,246 | ||
| 14 |
|
532,000 | ||
| 15 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
13F
CIK 1329375 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
531,000 | ||
| 16 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
497,275 | ||
| 16.1 |
FT Energy Income Partners Strategy ETF
Fund
S000077877 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
554,681 | ||
| 16.2 |
FT Energy Income Partners Enhanced Income ETF
Fund
S000083823 · Registered fund · May 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
414,667 | ||
| 17 |
Multi-Asset Diversified Income Index Fund
Fund
S000038245 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
497,275 | ||
| 18 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
369,957 | ||
| 19 |
PIN OAK INVESTMENT ADVISORS INC
13F
CIK 1094584 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
357,507 | ||
| 20 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
356,688 | ||
| 21 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
342,134 | ||
| 22 |
SANDERS MORRIS HARRIS LLC
13F
CIK 1053994 · Broker-dealer · Sep 30, 2026
|
309,790 | ||
| 23 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
13F
CIK 1278678 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
247,000 | ||
| 24 |
|
205,474 | ||
| 25 |
NXG NextGen Infrastructure Income Fund
Fund
· Registered fund · May 31, 2026
NXG NextGen Infrastructure Income Fund, not summed
|
201,000 | ||
| 25.1 |
NXG Cushing Midstream Energy Fund
Fund
· Registered fund · May 31, 2026
NXG Cushing Midstream Energy Fund, not summed
|
330,000 | ||
| 26 |
Bridge Builder Small/Mid Cap Value Fund
Fund
S000048337 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
|
182,024 | ||
| 27 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
159,043 | ||
| 28 |
|
128,951 | ||
| 29 |
|
89,946 | ||
| 30 |
GSA CAPITAL PARTNERS LLP
13F
CIK 1362033 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
89,180 | ||
| 31 |
Bramshill Investments, LLC
13F
CIK 1619899 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
88,123 | ||
| 32 |
GLENMEDE TRUST CO NA
13F
CIK 314949 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,247 | ||
| 33 |
LuminArx Capital Management LP
13F
CIK 1992915 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
81,733 | ||
| 34 |
LoCorr Spectrum Income Fund
Fund
S000043632 · Registered fund · Jun 30, 2026
LoCorr Investment Trust, not summed
|
80,992 | ||
| 35 |
MARATHON CAPITAL MANAGEMENT
13F
CIK 1213206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,000 | ||
| 36 |
|
41,411 | ||
| 37 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
39,321 | ||
| 38 |
HENNESSY ADVISORS INC
13F
CIK 1145255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
39,000 | ||
| 38.1 |
Hennessy Energy Transition Fund
Fund
S000063244 · Registered fund · Jul 31, 2026
Hennessy Funds Trust, not summed
|
39,000 | ||
| 39 |
|
37,383 | ||
| 40 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,023 | ||
| 41 |
SMALL CAP EQUITY FUND
Fund
S000001160 · Registered fund · Jun 30, 2026
GuideStone Funds, not summed
|
35,501 | ||
| 42 |
|
34,567 | ||
| 43 |
CHILDRESS CAPITAL ADVISORS, LLC
13F
CIK 1849561 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,124 | ||
| 44 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
13F
CIK 1079935 · Registered investment adviser · Sep 30, 2026
|
25,000 | ||
| 45 |
Waterway Wealth Management, LLC
13F
CIK 1992193 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,900 | ||
| 46 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,376 | ||
| 47 |
Cannell & Spears LLC
13F
CIK 1426319 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,000 | ||
| 48 |
Boston Partners
13F
CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,122 | ||
| 49 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,526 | ||
| 50 |
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO
Fund
S000010768 · Registered fund · Jun 30, 2026
Voya Partners Inc, not summed
|
20,468 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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