TXO TXO Partners, L.P. Insider Trading

Director Bob R Simpson bought 100,000 shares (100.0K shares) at blended average $12.61 totaling $1,261,082.10

Bob R Simpson, a Director, executed 2 separate purchases totaling 100,000 shares (100.0K shares) for $1,261,082.10 at an average price of $12.61, increasing his holdings to 9,100,000 shares (9.10M shares). The current price of $12.34 stands -24.1% from the 52-week high of $16.26 and has declined -10.0% over the past 30 days, reflecting sustained downward pressure on the stock. The purchases occur against a backdrop of company unprofitability (net income of $-74,336,000.00 for the latest full fiscal year) alongside positive revenue growth of +41.8% year-over-year, creating a mixed fundamental picture. Simpson's prior 5 trades at TXO have occurred within a compressed timeframe (all since 2026-05-22), with his oldest measurable prior purchase at this ticker showing a -10.1% 30-day return, while his cross-ticker track record across 17 prior buys shows a -2.4% average 90-day return with only 33.33% win rate, suggesting limited predictive value for this transaction's direction.

Director Simpson bought 600,000 shares for $8,231,772.03 in two transactions, boosting stake to 9.00M shares.

Bob R Simpson, a director at TXO Partners, L.P., executed two separate open-market purchases totaling 600,000 shares (230,847 shares at $13.41 on 2026-06-02 and 369,153 shares at $13.91 on 2026-06-03) at a blended average price of $13.72, increasing his holdings by 7.1% to 9.00M shares. The $8.2M investment occurred near recent market support, with the stock trading -17.3% below its 52-week high of $16.26 yet up 8.0% over the prior 30 days. At the company level, TXO reported $28.3M in quarterly revenue with +41.8% annual growth but carried a significant net loss of $-74.3M over its most recent full fiscal year, indicating ongoing unprofitability despite revenue expansion. Simpson's historical buying pattern at TXO shows mixed near-term outcomes (3 of 5 prior purchases well-timed at the 90-day mark), while his broader cross-ticker track record shows a 71.43% win rate with modest average returns of +3.0% at 30 days and +2.1% at 90 days, suggesting a selective but not dominant ability to time entry points. The large position increase in an unprofitable but rapidly growing company warrants investor attention to both the director's confidence level and the company's path to profitability.

Director Bob R Simpson bought 65,592 shares of TXO at $13.20 on 2026-05-27, fifth consecutive purchase in 9 days

Bob R Simpson purchased 65,592 shares at $13.20 on 2026-05-27, marking his fifth consecutive buy at TXO within 9 days (prior purchases on 2026-05-20, 2026-05-18, 2026-05-15, 2026-05-14, and 2026-05-13). His post-transaction holdings increased to 8,400,000 shares. The current price of $12.90 sits -20.7% from the 52-week high of $16.26, while the stock has moved +5.5% over the past 30 days and +3.0% over the past 90 days. Fundamentally, TXO reported revenue of $28,276,000.00 in the latest quarter against net income of $-74,336,000.00, with the company unprofitable on a full-year basis despite annual revenue growth of +41.8%. The concentrated buying pattern across multiple days at depressed valuations relative to 52-week highs occurs against a backdrop of significant losses.

Director Bob R Simpson bought 384,408 shares for $5,258,330.25 across 3 purchases in May 2026 at TXO Partners, L.P.

Bob R Simpson, Director at TXO Partners, L.P., executed 3 separate purchases totaling 384,408 shares for $5,258,330.25 over four trading days (May 21-26, 2026) at a blended average price of $13.68, increasing his holdings from 7,950,000 shares to 8,334,408 shares. The purchases occurred against a backdrop of significant company headwinds: TXO reported net income of $-74,336,000.00 for its most recent quarter and was unprofitable over its full fiscal year, despite annual revenue growth of +41.8%. His five most recent prior trades at TXO (May 13-20) all remain unmeasurable at the 30- and 90-day marks, making it impossible to assess whether similar purchases have historically preceded or followed material price movements. The concentration of purchases within a narrow window alongside persistent quarterly losses and negative full-year earnings warrants investor attention to underlying business conditions.

Director Bob R Simpson purchased 148,403 shares of TXO at blended avg $13.28; holdings now 7,950,000 shares

Bob R Simpson, a Director at TXO Partners, L.P., executed 2 separate purchases totaling 148,403 shares for $1,970,745.35 on 2026-05-18 and 2026-05-20 at prices near current levels ($13.23 current vs $13.28 blended purchase price). His prior trades at TXO show positive 90-day returns on 3 of 5 buys, indicating a mixed but somewhat constructive timing pattern at this ticker. The company remains unprofitable (net income $-74,336,000.00 in the most recent full year) despite strong revenue growth of +41.8% year-over-year, which represents a growth-at-loss profile typical of early-stage or turnaround scenarios. The stock has rallied +12.9% in the past 30 days after trading -18.6% off its 52-week high, placing this transaction in a recovery phase rather than at extremes of valuation.

TXO Director Bob R Simpson makes 3 purchases totaling 301,597 shares for $3,911,979.79, lifting stake to 7,801,597 shares.

Bob R Simpson (Director) executed 3 separate open-market purchases at TXO Partners, L.P. over three consecutive days (May 13–15, 2026), totaling 301,597 shares for $3,911,979.79 at a blended average price of $12.97 — with the stock currently sitting -27.0% below its 52-week high of $17.90. His post-transaction holding of 7,801,597 shares reflects a meaningful addition on top of the prior 7,500,000 shares. His 5 prior trades at TXO are all buys, and 3 of 5 were well-timed at the 90-day mark; his cross-ticker track record shows a 90-day win rate of 60.00% across 6 prior buys. The company reported net income of $-74,336,000 in the latest quarter despite annual revenue growth of +41.8%, a financial backdrop investors should weigh alongside this cluster of purchases.

Director William H. Adams buys 10,000 TXO shares near 52-week lows; repeat buyer with mixed near-term timing but unprofitable company fundamentals.

William H. Adams, a TXO director, purchased shares while the stock trades well below its 52-week high, suggesting he is buying into weakness. His timing at near 52-week lows is notable, as the stock declined modestly over the past month but gained over the prior quarter. Adams is a repeat buyer at this company—this is his fourth open-market purchase in the three-year filing window—and his prior two evaluable purchases at TXO showed mixed results: both saw near-term gains, but one faded into a net loss over a longer timeframe. The company itself remains unprofitable despite strong revenue growth, which adds execution risk to the bet. Taken together, Adams is increasing his exposure to a financially challenged company during a down period, a combination that warrants scrutiny on whether this reflects genuine conviction or simply a consistent buying pattern regardless of fundamentals.

Director and 10% owner Bob Simpson acquires 750,000 shares across three purchases as stock trades well below 52-week highs.

Bob Simpson, a director and significant owner of TXO Partners, made three open-market purchases over a four-day window, acquiring three-quarters of a million shares totaling roughly $9.5 million. The timing is noteworthy: the stock is currently trading substantially below its 52-week high, presenting a potential entry point for an insider already deeply invested in the company. Simpson has a consistent track record of buying at TXO, having made three prior open-market purchases in the trailing 36-month window with no sales, demonstrating repeated conviction in accumulating shares. However, his prior purchases at this stock tell a cautionary tale: of two prior buys with measurable outcomes, one saw modest gains in the near term but turned negative over a longer horizon, while the other showed near-term mixed results. The company itself presents a paradox—it is unprofitable on an annual basis with a quarterly loss, yet revenue is growing significantly year-over-year. Simpson's decision to substantially increase his ownership stake while the stock is materially depressed from 52-week levels comes against murky fundamental conditions: an insider with a history of repeat buying, but whose prior purchases have not generated strong returns, now betting heavier in a company burning cash despite top-line growth.

Director Phillip R Kevil purchases 2,000 TXO shares at $11.90; stock down 45.1% from 52-week high of $20.21.

Kevil purchased 2,000 shares of TXO on 2025-12-11 at $11.90 per share, increasing his holdings by 7.3% to 29,384 shares. The transaction occurs amid significant price weakness: the stock trades at $11.09 currently, down 45.1% from its 52-week high of $20.21 and down 18.2% over the past 30 days. At TXO specifically, Kevil's timing record shows 3 of 4 prior measurable buys generated positive 90-day returns (+18.0%, +10.3%, +11.7%), suggesting some pattern of purchasing before recoveries. However, the company faces headwinds: annual revenue growth is -25.7%, the P/E of 35.77 is elevated relative to current profitability ($4.4M net income on $100.9M revenue), and the 30-day and 90-day declines indicate sustained selling pressure. The purchase adds to an existing 29.4K-share position, neither a token stake nor a dramatic concentration increase.

Director William H Adams buys 10,000 TXO shares at $15.26; stock down 33.4% from $22.84 high, revenue fell 25.7% YoY, cluster of 5 other insider buys in 14 days.

Director Adams purchased 10,000 shares at $15.26, accumulating to 108,284 shares total and expanding his holdings by 10.2%. His prior two purchases at TXO (most recently on 2024-12-30) both generated positive returns within 90 days, though the current market context shows TXO shares are down 33.4% from the 52-week high of $22.84 and have declined 10.2% over the past 30 days and 24.8% over 90 days. The company is reporting revenue contraction of 25.7% year-over-year with net income of $2.4M on $84.3M in quarterly revenue, alongside a stretched P/E of 40.00. The filing is part of a cluster pattern in which 5 other insiders also bought within the past 14 days. This multi-insider activity on a weakness-hit stock provides a notable signal, though the fundamental deterioration (shrinking revenue and elevated valuation multiples) and recent price momentum merit investor scrutiny of what management sees that the market is currently discounting.