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8-K ·Filed Nov 3, 2026

TXO

TXO Partners, L.P.
NEUTRAL
Impact 2/10
Horizonimmediate Processed7d 2h ago SEC0001559432-26-000019
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

The distribution rate remains unchanged from the prior quarter. The 10-Q filing for Q3 2026, expected today, will provide the financial statements needed to assess coverage and cash flow trends.

DirectionNeutral
Confidencehigh
Horizonimmediate

How the stock moved after the report

NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1
Entry
$13.09
T+0 close · Nov 3, 2026 · via day close
Latest settled
−3.13%
T+1 · $12.68
vs SPY
+1.28%
α at T+1
Next horizon
T+5
in 12h
  1. T+0 · Nov 4 $13.09entry
  2. T+1 · 6d ago −3.13%α +1.28% · $12.68
  3. T+4 · todayOpen
  4. T+5 · in 12h Pending
  5. T+20 · in 22d Pending
  6. T+60 · in 3mo Pending

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Executive Summary

TXO Partners declared a Q3 2026 distribution of $0.44 per common unit, consistent with the prior quarter's rate. The filing also included an investor presentation highlighting operational metrics such as 27% growth in daily oil production YTD 2026 versus FY 2025 and 26,000 BOE/d of production. No financial results or guidance were provided in this 8-K.

Key Facts

  • Declared Q3 2026 distribution of $0.44 per common unit, payable November 20, 2026 to holders of record November 13, 2026.
  • Total per unit distributions since IPO: $7.40.
  • Total dollars distributed to unitholders since IPO: over $310 million.
  • YTD 2026 daily oil production growth of 27% versus FY 2025.
  • YTD 2026 daily oil equivalent production of 26,000 BOE/d.
  • 2026 estimated EBITDAX margin of 43%.
  • 2026 full-year development costs expected to be $90-$95 million.
  • Management and board own approximately 35% of units as of September 30, 2026.

Financial Impact

Quarterly distribution of $0.44 per common unit, consistent with prior quarter; no change in distribution rate.

distribution per unit

Risk Factors

  • Commodity price volatility could impact future distribution levels.
  • Forward-looking statements about 2027 capital program and production growth are subject to market conditions.

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 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001559432-26-000019
Document: txo-ex99_1.htm0001559432-26-000019
Document: txo-ex99_2.htm0001559432-26-000019
Document: 0001559432-26-000019-index-headers.html0001559432-26-000019
Document: 0001559432-26-000019-index.html0001559432-26-000019
Document: 0001559432-26-000019.txt0001559432-26-000019

Track record

11 reports on TXO

Performance horizon

5 of 7 bullish or bearish reports moved the stock their way by T+5. Best: +10.77% at T+60 after the May 28, 2026 report. 7 of 7 went positive at some point.

Filters
  1. Nov 10, 2026today Insider Buy Bullish 5/10 Entry $13.74 Now $13.73 −0.07% settles Nov 18
  2. Nov 3, 20267d ago 8-K Neutral 2/10 Viewing Entry $13.09 Now $13.73 +4.89% settles Nov 11
  3. Aug 13, 202612w ago Insider Buy Bullish 6/10 Entry $13.81 to $14.24 Now $13.73 −0.58% ▲ +3.11% +4.48% vs SPY
  4. Aug 11, 202613w ago Insider Buy Bullish 6/10 Entry $14.44 to $13.90 Now $13.73 −4.92% ▼ −3.74% −3.30% vs SPY
  5. Jun 11, 202621w ago Institutional Cluster Bearish 6/10 Entry $13.06 to $12.56 Now $13.73 −5.13% ▲ +3.83% +4.26% vs SPY
  6. May 28, 202623w ago 8-K Bullish 6/10 Entry $12.72 to $13.44 Now $13.73 +7.94% ▲ +5.66% +8.18% vs SPY
  7. May 15, 202625w ago Insider Cluster Bullish 6/10 Entry $13.52 to $13.30 Now $13.73 +1.55% ▼ −1.63% −3.25% vs SPY
  8. May 8, 202626w ago Insider Cluster Bullish 5/10 Entry $12.31 to $12.97 Now $13.73 +11.54% ▲ +5.36% +3.90% vs SPY
  9. May 4, 202627w ago 8-K Neutral 2/10 Entry $12.50 to $12.88 Now $13.73 +9.84% ▲ +3.04% +1.06% vs SPY
  10. Apr 1, 202631w ago Insider Cluster Bearish 6/10 Entry $12.52 to $12.20 Now $13.73 −9.66% ▲ +2.56% +6.16% vs SPY
Showing 10 of 11

US Market Status

Market Closed · Opens Thu (14h 4m)

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Report published Nov 3, 2026