WIA
TXO icon

Wealthedge Investment Advisors’s TXO Partners LP TXO Stock Holding History

Wealthedge Investment Advisors’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
Q1 		$174K Sell
13,818
-185,750
-93% -$2.24M 0.06% 139
2025
Q4 		$2.13M Buy
199,568
+21,662
+12% +$274K 0.79% 37
2025
Q3 		$2.5M Buy
177,906
+88,992
+100% +$1.29M 0.95% 34
2025
Q2 		$1.34M Buy
88,914
+35,290
+66% +$569K 0.56% 50
2025
Q1 		$1.03M Sell
53,624
-15,818
-23% -$301K 0.46% 60
2024
Q4 		$1.17M Buy
+69,442
New +$1.26M 0.53% 54

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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthedge Investment Advisors's TXO Position: Q1 2026 in Review

Wealthedge Investment Advisors reduced its TXO Partners LP (TXO) stake by 93% in Q1 2026, selling an estimated $2.24M and leaving 13,818 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #139.

Wealthedge Investment Advisors first reported a position in TXO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.5M in Q3 2025. 59 funds tracked by Wall St. Rank hold TXO as of Q1 2026.

  • Wealthedge Investment Advisors held 13,818 shares of TXO Partners LP worth $174K as of Q1 2026.
  • Wealthedge Investment Advisors sold 185,750 TXO Partners LP shares in Q1 2026, an estimated $2.24M.
  • TXO Partners LP made up 0.06% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • Wealthedge Investment Advisors first reported a position in TXO Partners LP in Q4 2024 and has held it in 6 quarters since.
  • Wealthedge Investment Advisors's TXO Partners LP position peaked at $2.5M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held TXO Partners LP as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.