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Insider Information:   Clum Brent W.
Relationship:   Pres, Business Opers a...
City:   Fort Worth
State:   TX
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   365,069    

Indirect Shares

  279,406      
Direct Value   $6,943,612    

Indirect Value

  $5,314,302      
Total Shares   644,475      
Total Value   $12,257,915      


Morningstar Partners, L.p.
 $6,943,612 Morningstar Partners, L.p.
 $6,943,612
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

      
       
     Stock price went down :
      
       
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Morningstar Partners, L.p. TXO Pres, Business Opers a... 2024-03-08 365,069 2023-01-31 279,406    Premium*  
* Premium Members only  

Records found :    5         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
TXO Morningstar Partners, L.p... Pres, Business Opers and CFO   •       •      –    2024-03-08 4 S $18.54 $80,408 D/D (4,337) 365,069 0 %
TXO Morningstar Partners, L.p... See RemarksSee Remarks   •       •      –    2024-01-31 4 A $0.00 $0 D/D 40,000 369,406 0 -
TXO Morningstar Partners, L.p... See RemarksSee Remarks   •       •      –    2023-01-31 4 A $0.00 $0 I/I 65,723 279,406 0 -
TXO Morningstar Partners, L.p... See RemarksSee Remarks   •       •      –    2023-01-31 4 A $0.00 $0 D/D 50,000 50,000 0 -
TXO Morningstar Partners, L.p... See RemarksOfficer   •       •      –    2023-01-26 3 IO $0.00 $0 D/D 0 5,411,688 -

  5  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed