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Atria Wealth Solutions’s TXO Partners LP TXO Stock Holding History

Atria Wealth Solutions’s Portfolio TXO Stock Details TXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$229K Buy
15,000
+3,000
+25% +$48.4K 0.01% 1300
2025
Q1 		$230K Buy
+12,000
New +$228K ﹤0.01% 1638

Other funds holding TXO

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atria Wealth Solutions's TXO Position: Q2 2025 in Review

Atria Wealth Solutions increased its TXO Partners LP (TXO) stake by 25% in Q2 2025, buying an estimated $48.4K and bringing the position to 15,000 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1300.

Atria Wealth Solutions first reported a position in TXO in Q1 2025 and has held it in 2 quarters since. The position peaked at $230K in Q1 2025. 62 funds tracked by Wall St. Rank hold TXO as of Q2 2025.

  • Atria Wealth Solutions held 15,000 shares of TXO Partners LP worth $229K as of Q2 2025.
  • Atria Wealth Solutions bought 3,000 TXO Partners LP shares in Q2 2025, an estimated $48.4K.
  • TXO Partners LP made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1300 holding.
  • Atria Wealth Solutions first reported a position in TXO Partners LP in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's TXO Partners LP position peaked at $230K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held TXO Partners LP as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.