Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TXO Partners, L.P.TXO · Entity 5093 | Director | January 31, 2026 | February 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TXO Partners, L.P.
Report date January 31, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 40,051 |
Reported balance
After 2026-01-31 transaction · row 1
1 source rowRow 1 · 2026-01-31 · Grant · Acquired 10,667 · Balance 40,051 F1: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027. |
| Common UnitsSEC Table I · non-derivative | IndirectBy Spouse | 1,360 |
Reported balance
Holding disclosure · report date 2026-01-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,360 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 31, 2026 Filed Feb 3, 2026 17:00 UTC | TXO Partners, L.P. TXO · Entity 5093 | GrantCommon Units | 10,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001279296-26-000002 · ownership.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,051 F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 16:21 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 2,000 | $11.90 | $23,800.00 |
DisclosureSEC source: 0001279296-25-000003 · wk-form4_1765920062.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,384 Read SEC document |
| May 14, 2025 Filed May 15, 2025 19:49 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 3,000 | $15.18 | $45,540.00 |
DisclosureSEC source: 0001559432-25-000070 · wk-form4_1747352979.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,384 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:20 UTC | TXO Partners, L.P. TXO · Entity 5093 | GrantCommon Units | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000023 · wk-form4_1738704040.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,384 F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2026. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 19:08 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 500 | $15.75 | $7,875.00 |
DisclosureSEC source: 0001559432-24-000057 · wk-form4_1734566924.xml · nonDerivative · entry 3 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,484 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 19:08 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 500 | $16.05 | $8,025.00 |
DisclosureSEC source: 0001559432-24-000057 · wk-form4_1734566924.xml · nonDerivative · entry 2 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,984 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 19:08 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 1,000 | $16.25 | $16,250.00 |
DisclosureSEC source: 0001559432-24-000057 · wk-form4_1734566924.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,484 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 17:45 UTC | TXO Partners, L.P. TXO · Entity 5093 | GrantCommon Units | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010703 · ownership.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,484 F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2025. Read SEC document |
| November 21, 2023 Filed Nov 22, 2023 16:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 1,360 | $18.40 | $25,024.00 |
DisclosureSEC source: 0000950170-23-065867 · ownership.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,360 Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 21:00 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 2,400 | $18.16 | $43,584.00 |
DisclosureSEC source: 0000950170-23-063958 · ownership.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,984 F1 · balance_after: Includes 9,584 Common Units received on August 1, 2023, in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 16:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionSeries 5 Preferred Units · Derivative | 0.8699 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003397 · doc4.xml · derivative · entry 3 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 4,465 shares Expires 2024-10-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Immediately prior to the closing of the Issuer's initial public offering, the Issuer's series 5 preferred units automatically converted into common units of the Issuer. F1 · derivative.exercise_date: Immediately prior to the closing of the Issuer's initial public offering, the Issuer's series 5 preferred units automatically converted into common units of the Issuer. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 16:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | GrantCommon Units | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003397 · doc4.xml · nonDerivative · entry 2 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F4 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2024. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 16:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionCommon Units | 4,465 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-003397 · doc4.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By MorningStar Partners II, L.P. Disclosed balance after: 9,584 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Immediately prior to the closing of the Issuer's initial public offering, the Issuer's series 5 preferred units automatically converted into common units of the Issuer. F2 · balance_after: Reflects securities acquired in a transaction exempt from reporting pursuant to Rule 16a-13. F3 · balance_after: Reflects the number of units beneficially held following a 1-for-25.33 reverse unit split effected by the Issuer on January 31, 2023, which was exempt from reporting pursuant to Rule 16a-9. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.