TXO
TXO Partners, L.P.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jan 31 3 insiders sell $463.3K at $12.07
- S Apr 1 2 insiders sell $674.3K at $12.38
- B May 7 to Jun 3 14 days of insider buys: $29.8M by 2 insiders, avg $13.19
- B Jun 22 to Jun 23 2 days of insider buys: $1.3M by 1 insider, avg $12.61
- B Aug 7 to Aug 13 5 days of insider buys: $5.6M by 1 insider, avg $14.10
- R Aug 11 Director and 10% owner Bob R. Simpson made a single open-market purc…
- R Aug 14 Director and 10% owner Bob R. Simpson purchased $3.85M of TXO shares…
- A Oct 8 Stephens & Co. initiates
Signal stack
Where each data set points today.
- InsidersBULLISH
2 insiders bought $36.7M at an average $13.30. 3 insiders sold $1.1M. Price is 7% above their cost.
- InstitutionsBEARISH
Q2 2026: 3 added (0 new), 7 trimmed or exited.
- AnalystsBULLISH
7 of 8 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −10.4% to 754.9K shares. 4.1 days to cover, ≈1.4% of shares.
- TrendDOWNTREND
1% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| CIBC Bancorp USA Inc. | TRIM | $18.5M |
| GOLDMAN SACHS GROUP INC | TRIM | $6.7M |
| UBS Group AG | TRIM | $1.1M |
| Bramshill Investments, LLC | ADD | $1.1M |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | $491.5K |
| HRT FINANCIAL LP | TRIM | $450.0K |
| JANE STREET GROUP, LLC | NEAR_EXIT | $256.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEAR_EXIT | $152.1K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +41%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 8, 2026 | Stephens & Co. INITIATE | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 13, 2026 | SIMPSON BOB R Director | BUY | $1.8M |
| Aug 12, 2026 | SIMPSON BOB R Director | BUY | $360.8K |
| Aug 11, 2026 | SIMPSON BOB R Director | BUY | $1.4M |
| Aug 10, 2026 | SIMPSON BOB R Director | BUY | $708.3K |
| Aug 7, 2026 | SIMPSON BOB R Director | BUY | $1.4M |
| Jun 23, 2026 | SIMPSON BOB R Director | BUY | $800.1K |
| Jun 22, 2026 | SIMPSON BOB R Director | BUY | $461.0K |
| Jun 3, 2026 | SIMPSON BOB R Director | BUY | $5.1M |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.47 | $0.20–$0.91 | +51.6% | $122.1M |
| Current FY | $0.65 | $0.12–$1.22 | +361.9% | $439.7M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
9 filings · 5 bullish · 2 bearish · 2 neutral- BULLISH INSIDER-BUYAug 13, 2026
Director and 10% owner Bob R. Simpson purchased $3.85M of TXO shares in four open-market…
The concentrated buying by a director/10% owner signals strong conviction in TXO's value at current levels. Monitor for upcoming earnings or distribution announcements that may have prompted the…
- BULLISH INSIDER-BUYAug 11, 2026
Director and 10% owner Bob R. Simpson made a single open-market purchase of 100,000 TXO shares for…
Simpson's three open-market buys in one week at increasing prices ($13.52 → $14.17 → $14.27) signal conviction from TXO's largest insider. The 0.45% of market cap stake is significant but not…
- BEARISH INST-CLUSTERJun 11, 2026
An institutional cluster in TXO shows 3 sellers (including Morgan Stanley trimming 59.7% of its…
The divergence between insider buying ($19.1M over 30 days) and institutional selling ($11.0M net) creates a tension. Traders should monitor for a catalyst that resolves this — either insiders are…
- BULLISH 8-KMay 28, 2026
TXO Partners completed the sale of substantially all assets of its Cross Timbers Energy joint…
The asset sale removes a large drag on earnings (CTE was generating ~$50M+ operating losses annually), provides meaningful deleveraging, and simplifies the corporate structure. However, the company…
All TXO filing & press-release reports (9)
- INSIDER-BUY reportAug 13, 2026
- INSIDER-BUY reportAug 11, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 28, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 8, 2026
- 8-K reportMay 4, 2026
- CLUSTER reportApr 1, 2026
- 8-K reportMar 10, 2026