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) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

CIBC Private Wealth Group's TXO Position: Q4 2025 in Review

CIBC Private Wealth Group increased its TXO Partners LP (TXO) stake by 13% in Q4 2025, buying an estimated $2.87M and bringing the position to 2,034,567 shares worth $21.7M. The position accounts for 0.04% of the portfolio, ranked #273.

CIBC Private Wealth Group first reported a position in TXO in Q1 2023 and has held it in 12 quarters since. The position peaked at $26.4M in Q2 2025. 58 funds tracked by Wall St. Rank hold TXO as of Q4 2025.

CIBC Private Wealth Group held 2,034,567 shares of TXO Partners LP worth $21.7M as of Q4 2025.
CIBC Private Wealth Group bought 226,600 TXO Partners LP shares in Q4 2025, an estimated $2.87M.
TXO Partners LP made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #273 holding.
CIBC Private Wealth Group first reported a position in TXO Partners LP in Q1 2023 and has held it in 12 quarters since.
CIBC Private Wealth Group's TXO Partners LP position peaked at $26.4M in Q2 2025.
58 funds tracked by Wall St. Rank held TXO Partners LP as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.