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Waterway Wealth Management’s TXO Partners LP TXO Stock Holding History

Waterway Wealth 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
2026
Q2 		$299K Buy
23,900
+3,900
+20% +$49.5K 0.06% 86
2026
Q1 		$252K Hold
20,000
– – 0.06% 85
2025
Q4 		$213K Buy
+20,000
New +$253K 0.05% 82

Other funds holding TXO

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Waterway Wealth Management's TXO Position: Q2 2026 in Review

Waterway Wealth Management increased its TXO Partners LP (TXO) stake by 20% in Q2 2026, buying an estimated $49.5K and bringing the position to 23,900 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #86.

Waterway Wealth Management first reported a position in TXO in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold TXO as of Q2 2026.

  • Waterway Wealth Management held 23,900 shares of TXO Partners LP worth $299K as of Q2 2026.
  • Waterway Wealth Management bought 3,900 TXO Partners LP shares in Q2 2026, an estimated $49.5K.
  • TXO Partners LP made up 0.06% of Waterway Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Waterway Wealth Management first reported a position in TXO Partners LP in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held TXO Partners LP as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.