| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Energy Income Partners, LLC | $10.1M | 801.0K | Added | Q1 2026 |
| 2 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $6.2M | 581.0K | New | Q4 2025 |
| 3 | CITADEL ADVISORS LLC | $4.3M | 339.7K | Added | Q1 2026 |
| 4 | GLENMEDE TRUST CO NA | $1.3M | 104.4K | Added | Q1 2026 |
| 5 | CWA Asset Management Group, LLC | $206K | 16.4K | Added | Q1 2026 |
| 6 | Cannell & Spears LLC | $164K | 13.0K | New | Q1 2026 |
| 7 | CWM, LLC | $59K | 4.7K | Added | Q1 2026 |
| 8 | Larson Financial Group LLC | $12K | 930 | Added | Q1 2026 |
| 9 | Federation des caisses Desjardins du Quebec | $6K | 500 | Held | Q1 2026 |
| 10 | Atlantic Union Bankshares Corp | $3K | 200 | Held | Q1 2026 |
| 11 | Sound Income Strategies, LLC | $1K | 99 | Reduced | Q1 2026 |
| 12 | Arax Advisory Partners | $629 | 50 | Held | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | SIMPSON BOB R | Director, 10% Owner | Buy (P) | 369.2K | $5.1M |
| Jun 2, 2026 | SIMPSON BOB R | Director, 10% Owner | Buy (P) | 230.8K | $3.1M |
| Company | Co-held by | Combined value |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LPEPD | 14 funds | $651.3M |
| ENBRIDGE INC COMENB | 14 funds | $592.1M |
| WILLIAMS COS INC COMWMB | 14 funds | $482.0M |
| NEXTERA ENERGY, INCNEE | 14 funds | $459.3M |
| KINDER MORGAN INC DEL COMKMI | 14 funds | $430.4M |
| MPLX LP COM UNIT REP LTDMPLX | 14 funds | $420.6M |
| SOUTHERN COMPANYSO | 14 funds | $363.1M |
| CHENIERE ENERGY, INCLNG | 14 funds | $287.6M |
| QUANTA SVCS INC COMPWR | 14 funds | $276.8M |
| AMERICAN ELECTRIC POWER COMPANY, INCAEP | 14 funds | $255.2M |
| PHILLIPS 66 COMPSX | 14 funds | $241.2M |
| MARATHON PETROLEUM CORPORATIONMPC | 14 funds | $159.4M |
Ranked by how many of TXO's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TXO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.