MorningStar Partners, L.P. (TXO) — Strategic Asset Allocation Index

Latest as of December 2025: 136.4%

MorningStar Partners, L.P. (TXO) has a Strategic Asset Allocation Index of 136.4% as of December 2025. Strategic assets (PP&E of $1.24 Billion plus long-term investments of $-) total $1.24 Billion, measured against net assets of $909.89 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MorningStar Partners, L.P. balance sheet independence to measure how much of total assets are equity-financed.

SAAI

136.4%
Strategic Assets / Net Assets

Strategic Assets

$1.24 Billion
PP&E + LT Investments

PP&E

$1.24 Billion
USD

Net Assets

$909.89 Million
USD

MorningStar Partners, L.P. Strategic Asset Allocation Index (2020–2025)

This chart shows how MorningStar Partners, L.P.'s Strategic Asset Allocation Index has evolved across 6 annual periods from 2020 to 2025. As of December 2025, the index stands at 136.4%, representing strategic assets of $1.24 Billion against net assets of $909.89 Million USD. For live market cap and overall valuation, see market value of MorningStar Partners, L.P..

Annual Strategic Asset Allocation Index for MorningStar Partners, L.P. (2020–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for MorningStar Partners, L.P. from 2020 to 2025, covering 6 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See TXO net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 136.4% $1.24 Billion $1.24 Billion $- $909.89 Million ▼ -19.8 pp
2024 156.1% $951.39 Million $951.39 Million $- $609.42 Million ▲ +23.3 pp
2023 132.8% $629.32 Million $629.32 Million $- $473.80 Million ▼ -27.5 pp
2022 160.4% $836.40 Million $836.40 Million $- $521.54 Million ▲ +19.9 pp
2021 140.4% $760.33 Million $760.33 Million $- $541.36 Million ▼ -48.8 pp
2020 189.2% $573.79 Million $573.79 Million $- $303.27 Million
pp = percentage points