CIBC Private Wealth Group
TXO icon

CIBC Private Wealth Group’s TXO Partners LP TXO Stock Holding History

CIBC Private Wealth Group’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
Q4 		$21.7M Buy
2,034,567
+226,600
+13% +$2.87M 0.04% 273
2025
Q3 		$25.4M Buy
1,807,967
+52,903
+3% +$765K 0.04% 257
2025
Q2 		$26.4M Buy
1,755,064
+695,465
+66% +$11.2M 0.05% 256
2025
Q1 		$17.3M Sell
1,059,599
-229
-0% -$4.35K 0.04% 268
2024
Q4 		$17.8M Buy
1,059,828
+313,049
+42% +$5.68M 0.03% 282
2024
Q3 		$14.8M Buy
746,779
+123,358
+20% +$2.44M 0.03% 308
2024
Q2 		$13.1M Buy
623,421
+112,659
+22% +$2.24M 0.02% 296
2024
Q1 		$9.3M Buy
510,762
+400
+0.1% +$7.32K 0.02% 334
2023
Q4 		$9.28M Hold
510,362
– – 0.02% 323
2023
Q3 		$10.4M Hold
510,362
– – 0.02% 311
2023
Q2 		$11M Hold
510,362
– – 0.02% 316
2023
Q1 		$23.1M Buy
+510,362
New +$11.7M 0.05% 230

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
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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