TXO

TXO Partners, L.P.

NYSE · Crude Petroleum & Natural Gas · Inc. X1 · CIK 0001559432
$13.32 -2.35% $753.5M
Insider Buying Cluster (2 insiders)
Vol
Market Cap$753.5M
Cap SizeSmall Cap
Inst. Holders3 funds
Inst. Value$10.6M
Inst. Activity2 buys / 0 sells
Insider Activity15B / 5S
Insider Net $$28.7M
SEC Reports6
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. X1·CIK 0001559432·Prev Close $13.64

Recent Activity

Jun 3, 2026 Insider
SIMPSON BOB R bought 369,153 shares
Director @ $13.91 ($5.1M)
Jun 2, 2026 Insider
SIMPSON BOB R bought 230,847 shares
Director @ $13.41 ($3.1M)
May 28, 2026 SEC
TXO Partners completed the sale of substantially all assets of its Cross Timbers Energy joint venture for ~$200M aggrega
8-K — Impact 6/10
May 27, 2026 Insider
SIMPSON BOB R bought 65,592 shares
Director @ $13.20 ($866.1K)
May 15, 2026 SEC
Director/10% owner Bob R. Simpson purchased approximately $10.25M of TXO shares over four days, representing 1.43% of ma
CLUSTER — Impact 6/10
May 11, 2026 SEC
Two TXO directors, including 10% owner Bob Simpson, purchased a combined $2.15M in open-market shares over two days, wit
CLUSTER — Impact 5/10
Inst.
MORGAN STANLEY — ADD
717,153 shares ($7.7M)
Inst.
BANK OF AMERICA CORP — DOUBLED
104,315 shares ($1.1M)

Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$21.00 (Mar 2026)
Current $13.32 Low $19.00 Median $22.00 High $22.00 3 analysts
$19.00 $22.00

Analyst Ratings

Historical distribution88% buy · 8 analysts · last covering-analyst action Mar 2026
3Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Mar 6, 2026 Stifel MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.04 ▼ -82.6% $0.04 — $0.04 125% YoY 1
Next Q $0.06 ▼ -70.7% $0.06 — $0.06 216% YoY 1
Current FY $0.41 ▼ -39.1% $0.20 — $0.61 -4% YoY 2
Next FY $0.97 ▼ -1.5% $0.81 — $1.13 140% YoY 2

Latest Reports

BULLISH 8-K 6/10
TXO Partners completed the sale of substantially all assets of its Cross Timbers Energy joint venture for ~$200M aggrega
May 28, 2026
BULLISH CLUSTER 6/10
Director/10% owner Bob R. Simpson purchased approximately $10.25M of TXO shares over four days, representing 1.43% of ma
May 15, 2026

Top Institutional Holders

FundValueMove
MORGAN STANLEY$7.7MADD
WELLS FARGO & COMPANY/MN$1.9MDOUBLED
BANK OF AMERICA CORP$1.1MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026SIMPSON BOBBUY$5.1M
Jun 2, 2026SIMPSON BOBBUY$3.1M
May 27, 2026SIMPSON BOBBUY$866.1K
May 26, 2026SIMPSON BOBBUY$456.5K
May 22, 2026SIMPSON BOBBUY$1.4M
3 institutional holders with $10.6M total value (997,691 shares) as of 2025-Q4. Top holders: MORGAN, WELLS, BANK. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY717,153$7.7M71.9%ADD +66.8%
2WELLS FARGO & COMPANY/MN176,223$1.9M17.7%DOUBLED +241.6%
3BANK OF AMERICA CORP /DE/104,315$1.1M10.5%DOUBLED +186.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD430,044717,153+66.8%$7.7M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED36,357104,315+186.9%$1.1M2025-Q4
MORGAN STANLEYTRIM1,065,998430,044-59.7%$6.0M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED67,500230,566+241.6%$3.2M2025-Q3
BANK OF AMERICA CORP /DE/TRIM49,23836,357-26.2%$510.8K2025-Q3
UBS Group AGEXIT61,2180-100.0%$0.002025-Q3
MORGAN STANLEYDOUBLED155,3111,065,998+586.4%$16.0M2025-Q2
UBS Group AGNEW—61,218—$920.7K2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED9,46349,238+420.3%$740.5K2025-Q2
CITADEL ADVISORS LLCTRIM161,05977,138-52.1%$1.5M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED8,09067,840+738.6%$1.3M2025-Q1
UBS Group AGEXIT77,8040-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED80,282161,059+100.6%$2.7M2024-Q4
MORGAN STANLEYADD84,474127,258+50.6%$2.1M2024-Q4
UBS Group AGDOUBLED8,94577,804+769.8%$1.3M2024-Q4
WELLS FARGO & COMPANY/MNNEAR_EXIT141,4388,090-94.3%$136.2K2024-Q4
MORGAN STANLEYTRIM120,37984,474-29.8%$1.7M2024-Q3
10 unique insiders with 20 transactions. Net insider value: $28.7M ($29.8M bought, $1.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026SIMPSON BOB RDirectorBUY369,153$13.91$5.1M
Jun 2, 2026SIMPSON BOB RDirectorBUY230,847$13.41$3.1M
May 27, 2026SIMPSON BOB RDirectorBUY65,592$13.20$866.1K
May 26, 2026SIMPSON BOB RDirectorBUY34,408$13.27$456.5K
May 22, 2026SIMPSON BOB RDirectorBUY104,451$13.77$1.4M
May 21, 2026SIMPSON BOB RDirectorBUY245,549$13.70$3.4M
May 20, 2026SIMPSON BOB RDirectorBUY90,152$13.35$1.2M
May 18, 2026SIMPSON BOB RDirectorBUY58,251$13.17$767.1K
May 15, 2026SIMPSON BOB RDirectorBUY151,597$12.95$2.0M
May 14, 2026SIMPSON BOB RDirectorBUY64,475$13.02$839.2K
May 13, 2026SIMPSON BOB RDirectorBUY85,525$12.98$1.1M
May 11, 2026SIMPSON BOB RDirectorBUY500,000$12.67$6.3M
May 8, 2026SIMPSON BOB RDirectorBUY162,365$12.50$2.0M
May 8, 2026ADAMS WILLIAM H IIIDirectorBUY10,000$12.41$124.1K
May 7, 2026SIMPSON BOB RDirectorBUY87,635$12.43$1.1M
Apr 1, 2026Simpson Gary D.Co-Chief Executive OfficerSELL27,234$12.38$337.2K
Apr 1, 2026Clum Brent W.Co-CEO and CFOSELL27,234$12.38$337.2K
Mar 27, 2026HUTTON KEITH ADirectorG720,000$0.00$0.00
Jan 31, 2026King Luther JrDirectorA10,667$0.00$0.00
Jan 31, 2026ADAMS WILLIAM H IIIDirectorA10,667$0.00$0.00
Jan 31, 2026KEVIL PHILLIP RDirectorA10,667$0.00$0.00
Jan 31, 2026Simpson Gary D.Co-Chief Executive OfficerA155,556$0.00$0.00
Jan 31, 2026Simpson Gary D.Co-Chief Executive OfficerSELL8,126$12.07$98.1K
Jan 31, 2026Massaro Lawrence SDirectorA10,667$0.00$0.00
Jan 31, 2026Agosta Scott T.Chief Accounting OfficerA35,556$0.00$0.00
Jan 31, 2026Agosta Scott T.Chief Accounting OfficerSELL10,689$12.07$129.0K
Jan 31, 2026Settle Rick JacobDirectorA10,667$0.00$0.00
Jan 31, 2026Clum Brent W.Co-CEO and CFOA155,556$0.00$0.00
Jan 31, 2026Clum Brent W.Co-CEO and CFOSELL19,571$12.07$236.2K
6 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH 8-K 6/10
TXO Partners completed the sale of substantially all assets of its Cross Timbers Energy joint ventur
May 28, 2026
BULLISH CLUSTER 6/10
Director/10% owner Bob R. Simpson purchased approximately $10.25M of TXO shares over four days, repr
May 15, 2026
BULLISH CLUSTER 5/10
Two TXO directors, including 10% owner Bob Simpson, purchased a combined $2.15M in open-market share
May 11, 2026
NEUTRAL 8-K 2/10
TXO Partners declared a Q1 2026 distribution of $0.36 per common unit, payable May 22 to holders of
May 4, 2026
BEARISH CLUSTER 6/10
Two co-CEOs of TXO Partners sold $337K each in open-market transactions on April 1, 2026, totaling $
Apr 1, 2026
NEUTRAL 8-K 5/10
TXO Partners' joint venture, Cross Timbers Energy, has agreed to sell oil and gas properties to CTOC
Mar 10, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Mar 2026): 88% buy across 8 analysts — 3 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$21.00 mean target (Mar 2026)
$19.00 Low $22.00 High
MetricValue
Current Price$13.32
Target Low$19.00
Target Mean$21.00
Target Median$22.00
Target High$22.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.04 $0.04 $0.04 125.5% -82.6% — $0.1B 34.0% 1
Next Q
2026-09-30
 $0.06 $0.06 $0.06 216.3% -70.7% 1↑ 1↓ $0.1B 12.2% 1
Current FY
2026-12-31
 $0.41 $0.20 $0.61 -3.7% -39.1% 0↑ 1↓ $0.5B 13.2% 2
Next FY
2027-12-31
 $0.97 $0.81 $1.13 139.5% -1.5% 2↑ 0↓ $0.5B 3.7% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.040
7d ago$0.225-0.185
30d ago$0.230-0.190
60d ago$0.000+0.040
90d ago$0.110-0.070
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 6, 2026 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263410088%
May 1, 20263410088%
Apr 1, 20263410088%
Mar 1, 20263410088%
Feb 1, 20263410088%
Jan 1, 20263410088%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
earnings_calendar
TXO Q1 2026 Earnings Scheduled — 2026-04-29
Apr 24, 2026
short_interest
FTD: TXO — 179,358 shares ($2.2M) failed to deliver
Settlement: 20260424, Price: $12.23, FTD Value: $2,193,548.34, TXO PARTNERS LP COM UNIT REPST