TXO TXO Partners, L.P.

NEUTRAL Impact: 2/10 8-K
Horizon days Filed May 4, 2026 Processed 16d 2h ago SEC 0001193125-26-204131
8-K context-dependent: Items 7.01
Latest settled — T+5d
TXO ▲ +3.04% at T+5d
NEUTRAL call ✓ call won +3.04% · α vs SPY +1.06% · entry $12.50 → $12.88
Next anchor: T+20d in 13d
Currently $13.23 · +5.84% from $12.50 entry
Entry anchored
May 4, 2026
via day open
T+1d
-1.04%
call -1.04% · α -2.42%
$12.37
settled 15d ago
T+5d
+3.04%
call +3.04% · α +1.06%
$12.88
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

TXO Partners declared a Q1 2026 distribution of $0.36 per common unit, payable May 22 to holders of record May 15. The company also reiterated its $70M 2026 capital plan (~80% Williston) and expects to close previously announced divestitures in Q2. The filing is routine with no material financial data.

Actionable Insight

Monitor the upcoming 10-Q for detailed Q1 financials and progress on divestitures. The distribution is consistent with prior quarters (no change indicated) and offers no new catalyst.

Key Facts

  • Q1 2026 distribution of $0.36 per common unit declared
  • Distribution payable May 22, 2026; record date May 15, 2026
  • 2026 capital plan of ~$70 million, >80% directed to Williston Basin development
  • Previously announced divestitures expected to close in Q2 2026
  • Full hedge position in 2026; cash flow generation noted by management

Financial Impact

Quarterly distribution of $0.36 per unit; $70 million capital plan for 2026

cash flowscapital expenditure

Risk Factors

  • Commodity price volatility could impact cash flows
  • Execution risk on capital program and divestiture timing

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
88% bullish (8 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-204131
Document: txo-ex99_1.htm0001193125-26-204131
Document: 0001193125-26-204131-index-headers.html0001193125-26-204131
Document: 0001193125-26-204131-index.html0001193125-26-204131
Document: 0001193125-26-204131.txt0001193125-26-204131
5 reports for TXO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TXO — sortable, filterable
Type Now
May 15, 2026
5d ago
Insider Cluster
BULLISH ★ 6/10
awaiting T+5
May 8, 2026
12d ago
Insider Cluster
BULLISH ★ 5/10
$12.31 $12.97▲ +5.36%▲ +3.90%$13.23 (+7.47%)
May 4, 2026
16d ago
8-K
NEUTRAL ★ 2/10
$12.50 $12.88▲ +3.04%▲ +1.06%$13.23 (+5.84%)
Apr 1, 2026
7w ago
Insider Cluster
BEARISH ★ 6/10
$12.38 $12.34▲ +0.32%▲ +4.09%$13.23 (−6.87%)
Mar 10, 2026
10w ago
8-K
NEUTRAL ★ 5/10
$12.34 $12.31▼ −0.24%▲ +1.95%$13.23 (+7.21%)
Showing 5 of 5

US Market Status

Market Closed — Opens Thu (< 1m)

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