Corient Private Wealth
TXO icon

Corient Private Wealth’s TXO Partners LP TXO Stock Holding History

Corient Private Wealth’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 		– Sell
-10,000
Closed -$141K – 2839
2025
Q3 		$141K Hold
10,000
– – ﹤0.01% 2407
2025
Q2 		$150K Buy
+10,000
New +$161K ﹤0.01% 2277
2024
Q1 		– Sell
-14,047
Closed -$255K – 2369
2023
Q4 		$255K Hold
14,047
– – ﹤0.01% 1953
2023
Q3 		$285K Buy
+14,047
New +$301K ﹤0.01% 1769

Other funds holding TXO

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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 $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 $2.23B AUM 42.72% 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

Corient Private Wealth's TXO Position: Q4 2025 in Review

Corient Private Wealth sold out of TXO Partners LP (TXO) in Q4 2025, closing a stake of 10,000 shares — an estimated $141K sold.

Corient Private Wealth first reported a position in TXO in Q3 2023 and held it in 4 quarters. The position peaked at $285K in Q3 2023. 58 funds tracked by Wall St. Rank hold TXO as of Q4 2025.

  • Corient Private Wealth reported no remaining TXO Partners LP position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,000 TXO Partners LP shares in Q4 2025, an estimated $141K.
  • Corient Private Wealth first reported a position in TXO Partners LP in Q3 2023 and held it in 4 quarters.
  • Corient Private Wealth's TXO Partners LP position peaked at $285K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held TXO Partners LP as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.