Carson Wealth (CWM LLC)
TXO icon

Carson Wealth (CWM LLC)’s TXO Partners LP TXO Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$59.1K Buy
4,697
+63
+1% +$759 ﹤0.01% 3692
2025
Q4 		$49K Sell
4,634
-855
-16% -$10.8K ﹤0.01% 3629
2025
Q3 		$77K Buy
5,489
+5,389
+5,389% +$78K ﹤0.01% 3184
2025
Q2 		$2K Sell
100
-3,900
-98% -$62.9K ﹤0.01% 4933
2025
Q1 		$77K Buy
+4,000
New +$76K ﹤0.01% 2637

Other funds holding TXO

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $140B AUM 27.84% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TXO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TXO Partners LP (TXO) stake by 1.4% in Q1 2026, buying an estimated $759 and bringing the position to 4,697 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Carson Wealth (CWM LLC) first reported a position in TXO in Q1 2025 and has held it in 5 quarters since. The position peaked at $77K in Q3 2025. 59 funds tracked by Wall St. Rank hold TXO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,697 shares of TXO Partners LP worth $59.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 63 TXO Partners LP shares in Q1 2026, an estimated $759.
  • TXO Partners LP made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3692 holding.
  • Carson Wealth (CWM LLC) first reported a position in TXO Partners LP in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s TXO Partners LP position peaked at $77K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held TXO Partners LP as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.