UBS Group
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UBS Group’s TXO Partners LP TXO Stock Holding History

UBS 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
2026
Q3 		$3.3M Buy
241,304
+151,358
+168% +$2.1M ﹤0.01% 4529
2026
Q2 		$1.12M Sell
89,946
-67,405
-43% -$855K ﹤0.01% 5628
2026
Q1 		$1.98M Buy
157,351
+133,005
+546% +$1.6M ﹤0.01% 4986
2025
Q4 		$260K Buy
+24,346
New +$308K ﹤0.01% 6439
2025
Q3 		– Sell
-61,218
Closed -$921K – 10948
2025
Q2 		$921K Buy
+61,218
New +$987K ﹤0.01% 5516
2025
Q1 		– Sell
-77,804
Closed -$1.31M – 10739
2024
Q4 		$1.31M Buy
77,804
+68,859
+770% +$1.25M ﹤0.01% 5107
2024
Q3 		$177K Sell
8,945
-18,316
-67% -$363K ﹤0.01% 5965
2024
Q2 		$550K Buy
27,261
+2,829
+12% +$56.3K ﹤0.01% 4931
2024
Q1 		$439K Buy
24,432
+11,875
+95% +$217K ﹤0.01% 5301
2023
Q4 		$228K Buy
12,557
+10,052
+401% +$190K ﹤0.01% 5706
2023
Q3 		$50.9K Buy
+2,505
New +$53.7K ﹤0.01% 6281

Other funds holding TXO

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Childress Capital Advisors
Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

UBS Group's TXO Position: Q3 2026 in Review

UBS Group increased its TXO Partners LP (TXO) stake by 168% in Q3 2026, buying an estimated $2.1M and bringing the position to 241,304 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4529.

UBS Group first reported a position in TXO in Q3 2023 and has held it in 11 quarters since. 23 funds tracked by Wall St. Rank hold TXO as of Q3 2026.

  • UBS Group held 241,304 shares of TXO Partners LP worth $3.3M as of Q3 2026.
  • UBS Group bought 151,358 TXO Partners LP shares in Q3 2026, an estimated $2.1M.
  • TXO Partners LP made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #4529 holding.
  • UBS Group first reported a position in TXO Partners LP in Q3 2023 and has held it in 11 quarters since.
  • 23 funds tracked by Wall St. Rank held TXO Partners LP as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.