MorningStar Partners, L.P. (TXO) Ownership
TXO ownership summary
as of October 17, 2026- Institutions
- 25.6% of shares outstanding
- Insiders
- 30.06% of shares outstanding
- Shares outstanding
- 55.4M
- Float
- 39.7M shares available to trade
- Short interest
- 1.76% 755K shares short
- Days to cover
- 4.16 short interest down 8.1% vs prior month
- Institutions 25.60%
- Insiders 30.06%
- Other investors 44.34%
TXO top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | King Luther Capital Management Corp | 5.54% | 3.1M | $43.7M | — | June 30, 2026 |
| 2 | Energy Income Partners, LLC | 2.95% | 1.6M | $23.3M | +187,494 (+12.9%) | June 30, 2026 |
| 3 | CIBC Bancorp USA Inc. | 2.66% | 1.5M | $21.0M | −574,006 (−28.0%) | June 30, 2026 |
| 4 | American Century Companies Inc | 2.60% | 1.4M | $20.5M | −43,845 (−2.9%) | June 30, 2026 |
| 5 | Morgan Stanley - Brokerage Accounts | 1.58% | 874K | $12.4M | −166,832 (−16.0%) | June 30, 2026 |
| 6 | The Goldman Sachs Group Inc | 0.97% | 536K | $7.6M | −207,814 (−27.9%) | June 30, 2026 |
| 7 | ING Groep NV | 0.96% | 532K | $7.6M | +28,000 (+5.6%) | June 30, 2026 |
| 8 | Swank Energy Income Advisors, LP | 0.96% | 531K | $7.6M | −50,000 (−8.6%) | June 30, 2026 |
| 9 | First Trust Advisors L.P. | 0.90% | 497K | $7.1M | −20,322 (−3.9%) | June 30, 2026 |
| 10 | Stifel Financial Corp | 0.67% | 370K | $5.3M | +34,644 (+10.3%) | June 30, 2026 |
| 11 | Pin Oak Investment Advisors Inc | 0.64% | 358K | $5.1M | −3,026 (−0.8%) | June 30, 2026 |
| 12 | Citadel Advisors Llc | 0.62% | 342K | $4.9M | +2,469 (+0.7%) | June 30, 2026 |
| 13 | Deroy & Devereaux Private Invmt Coun Inc | 0.45% | 247K | $3.5M | +40,500 (+19.6%) | June 30, 2026 |
| 14 | Wells Fargo & Co | 0.29% | 159K | $2.3M | −1,400 (−0.9%) | June 30, 2026 |
| 15 | UBS Group AG | 0.16% | 90K | $1.3M | −67,405 (−42.8%) | June 30, 2026 |
| 16 | GSA Capital Partners LLP | 0.16% | 89K | $1.3M | −1,443 (−1.6%) | June 30, 2026 |
| 17 | Bramshill Investments LLC | 0.16% | 88K | $1.3M | +27,773 (+46.0%) | June 30, 2026 |
| 18 | Glenmede Trust Co NA | 0.15% | 83K | $1.2M | −21,200 (−20.3%) | June 30, 2026 |
| 19 | LuminArx Capital Management LP | 0.15% | 82K | $1.2M | — | June 30, 2026 |
| 20 | Marathon Capital Management LLC | 0.09% | 50K | $711,000 | — | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 6 holders added 321K shares and 11 cut 1.2M.
TXO top mutual fund and ETF holders
17 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | American Century Small Cap Value Inv | 1.51% | 835K | $11.9M | −50,000 (−5.6%) | June 30, 2026 |
| 2 | FT Energy Income Partners Strategy ETF | 1.01% | 562K | $8.0M | — | September 30, 2026 |
| 3 | FT Energy Income Ptnrs Enh Inc ETF | 0.76% | 422K | $6.0M | — | September 30, 2026 |
| 4 | Multi-Asset Diversified Income ETF | 0.68% | 375K | $5.3M | — | September 30, 2026 |
| 5 | NXG Cushing Midstream Energy ord | 0.60% | 330K | $4.7M | — | June 30, 2026 |
| 6 | NXG NextGen Infrastructure Inc | 0.36% | 201K | $2.9M | — | June 30, 2026 |
| 7 | Bridge Builder Small/Mid Cap Value | 0.35% | 197K | $2.8M | −11,179 (−5.4%) | September 30, 2026 |
| 8 | American Century Small Cap Dividend G | 0.26% | 143K | $2.0M | −11,149 (−7.2%) | June 30, 2026 |
| 9 | LoCorr Spectrum Income I | 0.15% | 81K | $1.2M | +24,718 (+43.9%) | June 30, 2026 |
| 10 | EIP Growth and Income I | 0.13% | 72K | $1.0M | −1,100 (−1.5%) | July 31, 2026 |
| 11 | GuideStone Funds Small Cap Equity Instl | 0.09% | 52K | $734,008 | −3,381 (−6.1%) | September 30, 2026 |
| 12 | Hennessy Energy Transition Instl | 0.07% | 39K | $554,580 | — | September 30, 2026 |
| 13 | VY® American Century Sm-Mid Cp Val I | 0.04% | 23K | $326,605 | — | August 31, 2026 |
| 14 | Arrow Dow Jones Global Yield ETF | 0.03% | 19K | $274,944 | — | September 30, 2026 |
| 15 | MML VIP Amer Century Small Co Val Cl II | 0.03% | 14K | $205,351 | +480 (+3.4%) | June 30, 2026 |
| 16 | Virtus Diversified Inc & Conv Fund | 0.02% | 11K | $162,833 | +11,451 (0.0%) | August 31, 2026 |
| 17 | Virtus U.S. Dividend ETF | 0.01% | 6,885 | $97,905 | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
TXO insider transactions
latest 10| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-01 | Brent W Clum | Sell | $12.38 | 27,234 | $337,157 |
| 2026-04-01 | Gary D Simpson | Sell | $12.38 | 27,234 | $337,157 |
| 2026-01-31 | Brent W Clum | Sell | $12.07 | 19,571 | $236,222 |
| 2026-01-31 | Gary D Simpson | Sell | $12.07 | 8,126 | $98,081 |
| 2026-01-31 | Scott T Agosta | Sell | $12.07 | 10,689 | $129,016 |
| 2025-05-15 | Bob R Simpson | Buy | $15.00 | 2,250,000 | $33.8M |
| 2025-05-15 | Keith A Hutton | Buy | $15.00 | 700,000 | $10.5M |
| 2025-05-15 | Lawrence S Massaro | Buy | $15.00 | 20,000 | $300,000 |
| 2025-05-15 | Luther King Jr | Buy | $15.00 | 500,000 | $7.5M |
| 2025-05-14 | Phillip R Kevil | Buy | $15.18 | 3,000 | $45,540 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
TXO shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns TXO
Institutional investors own 25.6% of MorningStar Partners's shares and insiders 30.06%. The largest holder is King Luther Capital Management Corp with 5.54% of the shares (3.1M), as of June 30, 2026. Among the top 20 institutions, 6 added shares and 11 reduced their stake in the latest filings. Short interest is 1.76% of the float, or 4.16 days of average trading volume. The share count rose 65.9% since 2020.
Related: TXO analyst forecast, TXO key metrics, TXO dividend history. See the TXO stock overview for the latest quote and news.
TXO ownership FAQ
Who owns the most MorningStar Partners stock?
The largest shareholders of MorningStar Partners are King Luther Capital Management Corp (5.54%), Energy Income Partners, LLC (2.95%), CIBC Bancorp USA Inc. (2.66%), American Century Companies Inc (2.60%), Morgan Stanley - Brokerage Accounts (1.58%).
What percentage of MorningStar Partners is owned by institutions?
Institutions hold 25.6% of MorningStar Partners's shares outstanding; insiders hold 30.06%.
Which funds own MorningStar Partners?
The largest fund holders of MorningStar Partners are American Century Small Cap Value Inv (1.51%), FT Energy Income Partners Strategy ETF (1.01%), FT Energy Income Ptnrs Enh Inc ETF (0.76%), Multi-Asset Diversified Income ETF (0.68%), NXG Cushing Midstream Energy ord (0.60%).
What is MorningStar Partners's short interest?
755K shares of MorningStar Partners were sold short, 1.76% of the float; at the average daily volume it would take 4.16 days to cover.
Are insiders buying or selling MorningStar Partners?
Of the latest 10 reported insider transactions in MorningStar Partners (since May 14, 2025), 5 were purchases and 5 were sales.
How many shares of MorningStar Partners are outstanding?
MorningStar Partners has 55.4M shares outstanding, of which 39.7M are in the public float.