MorningStar Partners Ownership | Who Owns MorningStar Partners?

MorningStar Partners Ownership Summary

MorningStar Partners is owned by 40.36% institutional investors, 25.49% insiders, and 34.16% retail investors. King luther capital management is the largest institutional shareholder, holding 7.48% of TXO shares.

TXO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	MorningStar Partners	40.36%	25.49%	34.16%
Sector	Energy Stocks	53.41%	14.37%	32.22%
Industry	Oil & Gas Exploration & Production Stocks	57.90%	16.41%	25.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
King luther capital management	3.07M	7.48%	$46.20M
Cibc private wealth group	1.76M	4.27%	$26.40M
Global endowment management, lp	1.73M	4.22%	$26.08M
American century companies	1.49M	3.63%	$22.42M
Energy income partners	904.28K	2.20%	$13.60M
Cushing asset management, lp	530.00K	1.29%	$7.97M
Raymond james financial	304.98K	0.74%	$4.59M
Pin oak investment advisors	274.98K	0.67%	$5.27M
Clear street derivatives	264.75K	0.64%	$3.98B
Sanders morris harris	119.60K	0.29%	$1.80M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Clear street derivatives	264.75K	32.12%	$3.98B
Pin oak investment advisors	274.98K	4.46%	$5.27M
Global endowment management, lp	1.73M	3.47%	$26.08M
Cushing asset management, lp	530.00K	0.46%	$7.97M
Nokomis capital	91.12K	0.45%	$1.37M
Sanders morris harris	119.60K	0.43%	$1.80M
Energy income partners	904.28K	0.27%	$13.60M
King luther capital management	3.07M	0.20%	$46.20M
Marathon capital management	35.00K	0.13%	$526.40K
Financial symmetry	12.57K	0.10%	$189.02K

Top Buyers

Holder	Shares	% Assets	Change
Cibc private wealth group	1.76M	0.05%	695.47K
King luther capital management	3.07M	0.20%	510.27K
American century companies	1.49M	0.01%	431.23K
Cushing asset management, lp	530.00K	0.46%	400.00K
Energy income partners	904.28K	0.27%	120.66K

Top Sellers

Holder	Shares	% Assets	Change
Global endowment management, lp	1.73M	3.47%	-251.37K
Sei investments	-	-	-118.39K
Clear street derivatives	264.75K	32.12%	-105.31K
Ubs group	-	-	-77.80K
Nokomis capital	91.12K	0.45%	-59.29K

New Positions

Holder	Shares	% Assets	Change	Value
Sanders morris harris	119.60K	0.43%	119.60K	$1.80M
Glenmede investment management, lp	58.45K	0.00%	58.45K	$879.04K
Wiley bros.-aintree capital	11.60K	0.00%	11.60K	$174.46K

Sold Out

Holder	Change
Parallel advisors	-5.00
Flaharty asset management	-100.00
Farther finance advisors	-1.00K
Venturi wealth management	-2.80K
Thurston, springer, miller, herd & titak	-8.92K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	68	23.64%	16,580,618	45.90%	40	5.27%	45	95.65%	12	-25.00%
Mar 31, 2025	55	-3.51%	11,515,798	0.86%	28	2.72%	23	-28.13%	16	77.78%
Dec 31, 2024	57	23.91%	11,417,494	-1.04%	32	3.72%	32	28.00%	9	12.50%
Sep 30, 2024	46	6.98%	11,537,564	-8.61%	29	1.79%	25	-3.85%	8	-
Jun 30, 2024	43	13.16%	12,625,085	64.61%	40	6.54%	26	44.44%	8	14.29%

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 19, 2025	ADAMS WILLIAM H III	See Remarks	Buy	$152.60K
May 15, 2025	King Luther Jr	See below	Buy	$7.50M
May 15, 2025	SIMPSON BOB R		Buy	$33.75M
May 15, 2025	Massaro Lawrence S	-	Buy	$300.00K
May 15, 2025	HUTTON KEITH A	-	Buy	$10.50M

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	6	2
2025 Q1	-	2
2024 Q4	7	-
2024 Q2	2	11
2024 Q1	-	1

TXO Ownership FAQ

Who Owns MorningStar Partners?

MorningStar Partners shareholders are primarily institutional investors at 40.36%, followed by 25.49% insiders and 34.15% retail investors. The average institutional ownership in MorningStar Partners's industry, Oil & Gas Exploration & Production Stocks, is 57.90%, which MorningStar Partners falls below.

Who owns the most shares of MorningStar Partners?

MorningStar Partners’s largest shareholders are King luther capital management (3.07M shares, 7.48%), Cibc private wealth group (1.76M shares, 4.27%), and Global endowment management, lp (1.73M shares, 4.22%). Together, they hold 15.97% of MorningStar Partners’s total shares outstanding.

Does Blackrock own MorningStar Partners?

BlackRock is not among the top 10 institutional shareholders of MorningStar Partners.

Who is MorningStar Partners’s biggest shareholder by percentage of total assets invested?

Clear street derivatives is MorningStar Partners’s biggest shareholder by percentage of total assets invested, with 32.12% of its assets in 264.74K MorningStar Partners shares, valued at 3.98B$.

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