SANDERS MORRIS HARRIS LLC TXO — TXO PARTNERS LP

Ownership history in SANDERS MORRIS HARRIS LLC  ·  4 quarters on record

AI Ownership Summary

SANDERS MORRIS HARRIS LLC reported TXO PARTNERS LP (TXO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.57% in 2026 Q3. The latest visible filing shows TXO at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SANDERS MORRIS HARRIS LLC's position in TXO PARTNERS LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TXO was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SANDERS MORRIS HARRIS LLC held TXO — position size vs. price
% of Fund (quarterly)    TXO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 309,790 +30,656 +11.0% 0.57% $4.3M 2026-10-14 $14.25
2026 Q1 ADDED — — — 279,134 +48,612 +21.1% 0.56% $3.5M 2026-04-09 $11.66
2025 Q3 ADDED — — — 230,522 +110,922 +92.7% 0.47% $3.6M 2025-10-07 $12.89
2025 Q2 INITIATED — — — 119,600 — — 0.43% $1.8M 2025-07-30 $13.43

🏢 Other funds also holding TXO

As of 2026 Q3 — sorted by position size

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.01%

FAQ About SANDERS MORRIS HARRIS LLC and TXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SANDERS MORRIS HARRIS LLC reported owning TXO?

SANDERS MORRIS HARRIS LLC reported TXO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported TXO position in SANDERS MORRIS HARRIS LLC's portfolio?

The largest reported portfolio weight for TXO was 0.57% in 2026 Q3.

What is the latest reported TXO position on this page?

The most recent filing on this page is 2026 Q3, when SANDERS MORRIS HARRIS LLC reported 309,790 shares, equal to 0.57% of portfolio, with an estimated market value of $4.3M.

What does the chart on this TXO ownership page compare?

The chart compares SANDERS MORRIS HARRIS LLC's quarterly TXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SANDERS MORRIS HARRIS LLC time their TXO position?

Based on 13F filing dates vs. subsequent TXO price moves, SANDERS MORRIS HARRIS LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TXO relative to SPY over the holding period was +441.7%.

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