LPL Financial’s TXO Partners LP TXO Stock Holding History

LPL Financial’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	-39,077	Closed	-$549K	–	6067
2025 Q3	$549K	Buy	+39,077	New	+$565K	﹤0.01%	4542
2024 Q4	–	Sell	-15,966	Closed	-$316K	–	5434
2024 Q3	$316K	Buy	15,966 +2,796	+21%	+$55.4K	﹤0.01%	4384
2024 Q2	$266K	Buy	+13,170	New	+$262K	﹤0.01%	4364

Other funds holding TXO

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial's TXO Position: Q4 2025 in Review

LPL Financial sold out of TXO Partners LP (TXO) in Q4 2025, closing a stake of 39,077 shares — an estimated $549K sold.

LPL Financial first reported a position in TXO in Q2 2024 and held it in 3 quarters. The position peaked at $549K in Q3 2025. 58 funds tracked by Wall St. Rank hold TXO as of Q4 2025.

LPL Financial reported no remaining TXO Partners LP position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 39,077 TXO Partners LP shares in Q4 2025, an estimated $549K.
LPL Financial first reported a position in TXO Partners LP in Q2 2024 and held it in 3 quarters.
LPL Financial's TXO Partners LP position peaked at $549K in Q3 2025.
58 funds tracked by Wall St. Rank held TXO Partners LP as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.