Financial Symmetry’s TXO Partners LP TXO Stock Holding History

Financial Symmetry’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 Q2	$157K	Hold	12,568	–	–	0.05%	67
2026 Q1	$156K	Hold	12,568	–	–	0.06%	62
2025 Q4	$134K	Hold	12,568	–	–	0.05%	59
2025 Q3	$177K	Hold	12,568	–	–	0.08%	52
2025 Q2	$189K	Hold	12,568	–	–	0.1%	47
2025 Q1	$241K	Hold	12,568	–	–	0.15%	45
2024 Q4	$212K	Hold	12,568	–	–	0.14%	41
2024 Q3	$249K	Hold	12,568	–	–	0.17%	38
2024 Q2	$253K	Hold	12,568	–	–	0.2%	36
2024 Q1	$226K	Buy	+12,568	New	+$230K	0.2%	34

Other funds holding TXO

NIM

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

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Financial Symmetry's TXO Position: Q2 2026 in Review

Financial Symmetry held its TXO Partners LP (TXO) position steady in Q2 2026 at 12,568 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #67.

Financial Symmetry first reported a position in TXO in Q1 2024 and has held it in 10 quarters since. The position peaked at $253K in Q2 2024. 14 funds tracked by Wall St. Rank hold TXO as of Q2 2026.

Financial Symmetry held 12,568 shares of TXO Partners LP worth $157K as of Q2 2026.
Financial Symmetry left its TXO Partners LP share count unchanged in Q2 2026.
TXO Partners LP made up 0.05% of Financial Symmetry's portfolio in Q2 2026, its #67 holding.
Financial Symmetry first reported a position in TXO Partners LP in Q1 2024 and has held it in 10 quarters since.
Financial Symmetry's TXO Partners LP position peaked at $253K in Q2 2024.
14 funds tracked by Wall St. Rank held TXO Partners LP as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.