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Total Wealth Planning & Management’s TXO Partners LP TXO Stock Holding History

Total Wealth Planning & Management’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
Q2 		$1.19M Sell
79,279
-14,055
-15% -$227K 0.97% 20
2025
Q1 		$1.79M Buy
93,334
+3,274
+4% +$62.2K 1.7% 6
2024
Q4 		$1.52M Buy
+90,060
New +$1.63M 1.38% 13

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Total Wealth Planning & Management's TXO Position: Q2 2025 in Review

Total Wealth Planning & Management reduced its TXO Partners LP (TXO) stake by 15% in Q2 2025, selling an estimated $227K and leaving 79,279 shares worth $1.19M. The position accounts for 0.97% of the portfolio, ranked #20.

Total Wealth Planning & Management first reported a position in TXO in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.79M in Q1 2025. 62 funds tracked by Wall St. Rank hold TXO as of Q2 2025.

  • Total Wealth Planning & Management held 79,279 shares of TXO Partners LP worth $1.19M as of Q2 2025.
  • Total Wealth Planning & Management sold 14,055 TXO Partners LP shares in Q2 2025, an estimated $227K.
  • TXO Partners LP made up 0.97% of Total Wealth Planning & Management's portfolio in Q2 2025, its #20 holding.
  • Total Wealth Planning & Management first reported a position in TXO Partners LP in Q4 2024 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's TXO Partners LP position peaked at $1.79M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held TXO Partners LP as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.