MorningStar Partners, L.P.
Ownership
Ownership Structure
Who owns MorningStar Partners, L.P. (TXO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 71.6% of the shares are freely tradable; institutional investors hold 29.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| King Luther Capital Management Corp | 5.54 | 3,071,796 | +0.0 | 03/31/2026 |
| CIBC Bancorp USA Inc. | 3.70 | 2,050,669 | +0.0 | 03/31/2026 |
| Energy Income Partners, LLC | 2.95 | 1,636,522 | +12.9 | 06/30/2026 |
| American Century Companies Inc | 2.60 | 1,442,480 | -2.9 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 1.88 | 1,040,427 | +45.1 | 03/31/2026 |
| The Goldman Sachs Group Inc | 1.34 | 744,060 | -17.6 | 03/31/2026 |
| Swank Energy Income Advisors, LP | 0.96 | 531,000 | -8.6 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| American Century Small Cap Value Inv | 1.51 | 835,000 | -5.6 | 06/30/2026 |
| FT Energy Income Partners Strategy ETF | 1.01 | 560,042 | +0.0 | 08/31/2026 |
| Multi-Asset Diversified Income ETF | 0.93 | 514,847 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Simpson Bob R | Director | 9,500,000 | 135,850,000 $ | Aug 13, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Simpson Bob R | Director | Buy | 125,000 | 14.32 | 1,789,788 |
| Aug 12, 2026 | Simpson Bob R | Director | Buy | 25,000 | 14.43 | 360,758 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.