Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: −$1.21M (4 inflow days, 16 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 35.7% of shares outstanding.
Reported short interest has fallen from 1.82% to 1.52% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Voya Investment Management LLC | Mutual Fund | 2026/Q3 | +11,451 | 0.0% |
| Bob Simpson | Individual/Insider | 2026/Q3 | +400,000 | 17.1% |
| Energy Income Partners LLC | Mutual Fund | 2026/Q3 | +187,494 | 3.0% |
| Deroy & Devereaux Private Investment Counsel, Inc. | Mutual Fund | 2026/Q3 | +40,500 | 0.4% |
| Hennessy Advisors, Inc. | Mutual Fund | 2026/Q3 | +39,000 | 0.1% |
| Stifel Asset Management Corp. | Mutual Fund | 2026/Q3 | +34,644 | 0.7% |
| ING Groep N.V. | Public Company | 2026/Q3 | +28,000 | 1.0% |
| Bramshill Investments, LLC | Mutual Fund | 2026/Q3 | +27,773 | 0.2% |
| Raymond James Financial, Inc. | Public Company | 2026/Q3 | +26,555 | 0.6% |
| Mariner, LLC | Mutual Fund | 2026/Q3 | +23,376 | 0.0% |
| Boston Partners Global Investors, Inc. | Mutual Fund | 2026/Q3 | +21,122 | 0.0% |
| GuideStone Capital Management, LLC | Mutual Fund | 2026/Q3 | +17,706 | 0.1% |
| Morgan Stanley | Public Company | 2026/Q3 | +17,098 | 0.1% |
| Cannell & Spears LLC | Mutual Fund | 2026/Q3 | +10,000 | 0.0% |
| BlackRock | Mutual Fund | 2026/Q3 | +5,300 | 0.3% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 12 Aug 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +150,000 | $14.43 | 9,500,000 |
| 10 Aug 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +250,000 | $14.27 | 9,350,000 |
| 22 Jun 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +100,000 | $12.64 | 9,100,000 |
| 2 Jun 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +600,000 | $13.91 | 9,000,000 |
| 26 May 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +65,592 | $13.20 | 8,400,000 |
| 25 May 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +384,408 | $13.77 | 8,334,408 |
| 19 May 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +148,403 | $13.35 | 7,950,000 |
| 14 May 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +301,597 | $13.02 | 7,801,597 |
| 10 May 2026 | Bob Simpson | CEO & Chairman of the Board of TXO Energy GP, LLC | Open Market Acquisition | +750,000 | $12.67 | 7,500,000 |
| 7 May 2026 | William Adams | Independent Director of TXO Energy GP, LLC | Open Market Acquisition | +10,000 | $12.41 | 118,284 |
| 31 Mar 2026 | Brent Clum | President of Business Operations, CFO & Director of TXO Energy GP, LLC | Automatic Disposition | -27,234 | $12.38 | 513,402 |
| 31 Mar 2026 | Gary Simpson | Senior Vice President | Automatic Disposition | -27,234 | $12.38 | 581,018 |
| 26 Mar 2026 | Keith Hutton | President of Production & Development and Director of TXO Energy GP, LLC | Other Disposition | -720,000 | – | 4,100,215 |
| 30 Jan 2026 | John King | Independent Director of TXO Energy GP, LLC | Other Acquisition | +10,667 | – | 10,667 |
| 30 Jan 2026 | William Adams | Independent Director of TXO Energy GP, LLC | Other Acquisition | +10,667 | – | 10,667 |
| 30 Jan 2026 | Brent Clum | President of Business Operations, CFO & Director of TXO Energy GP, LLC | Other Acquisition | +52,769 | – | 92,902 |
| 30 Jan 2026 | Brent Clum | President of Business Operations, CFO & Director of TXO Energy GP, LLC | Other Acquisition | +155,556 | – | 304,069 |
| 30 Jan 2026 | Brent Clum | President of Business Operations, CFO & Director of TXO Energy GP, LLC | Automatic Disposition | -19,571 | $12.07 | 430,603 |
| 30 Jan 2026 | Phillip Kevil | Independent Director of TXO Energy GP, LLC | Other Acquisition | +10,667 | – | 10,667 |
| 30 Jan 2026 | Gary Simpson | Senior Vice President | Other Acquisition | +208,325 | – | 608,252 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 842,246 | 1.5% | 4.6 |
| 31 Aug 2026 | 821,630 | 1.5% | 4.9 |
| 14 Aug 2026 | 813,078 | 1.5% | 3.4 |
| 31 Jul 2026 | 739,597 | 1.3% | 7.4 |
| 15 Jul 2026 | 821,955 | 1.5% | 6.8 |
| 30 Jun 2026 | 1,003,697 | 1.8% | 6.7 |
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