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8-K ·Filed May 4, 2026

TXO

TXO Partners, L.P.
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago SEC0001193125-26-204131
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

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.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
TXO ▲ +5.52% at T+60d
NEUTRAL call +5.52% · α vs SPY +2.78% · entry $12.50 → $13.19
Entry = T+0 close
May 4, 2026
via day close
T+1d
-1.04%
call -1.04% · α -2.42%
$12.37
settled 6mo ago
T+5d
+3.04%
call +3.04% · α +1.06%
$12.88
settled 6mo ago
T+20d
+8.00%
call +8.00% · α +3.05%
$13.50
settled 5mo ago
T+60d
+5.52%
call +5.52% · α +2.78%
$13.19
settled 3mo ago

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.

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)

Investment Themes

Traditional Energy

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
9 reports for TXO
Performance horizon
80% Hit rate @ T+60 4 of 5 directional calls Went positive at some point 7 of 7 best @ T+60▲ +10.77%May 28, 2026
Filters
Rows
Reports for TXO — sortable, filterable
TypeNow
Aug 13, 2026
10w ago
Insider Buy
BULLISH ★ 6/10
$13.81awaiting T+60—$14.27 (+3.33%)
Aug 11, 2026
10w ago
Insider Buy
BULLISH ★ 6/10
$14.44awaiting T+60—$14.27 (−1.18%)
Jun 11, 2026
19w ago
Institutional Cluster
BEARISH ★ 6/10
$13.06 $15.06▼ −15.31%▼ −10.92%$14.27 (−9.26%)
May 28, 2026
21w ago
8-K
BULLISH ★ 6/10
$12.72 $14.09▲ +10.77%▲ +9.59%$14.27 (+12.19%)
May 15, 2026
23w ago
Insider Cluster
BULLISH ★ 6/10
$13.52 $14.44▲ +6.80%▲ +1.95%$14.27 (+5.55%)
May 8, 2026
24w ago
Insider Cluster
BULLISH ★ 5/10
$12.31 $12.98▲ +5.44%▲ +0.60%$14.27 (+15.92%)
May 4, 2026
25w ago
8-K
NEUTRAL ★ 2/10
$12.50 $13.19▲ +5.52%▲ +2.78%$14.27 (+14.16%)
Apr 1, 2026
29w ago
Insider Cluster
BEARISH ★ 6/10
$12.52 $12.50▲ +0.16%▲ +14.03%$14.27 (−13.98%)
Mar 10, 2026
32w ago
8-K
NEUTRAL ★ 5/10
$12.34 $13.44▲ +8.91%▼ −2.61%$14.27 (+15.64%)
Showing 9 of 9

US Market Status

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Report published May 4, 2026