“Congratulations! You’re One Step Away From Getting My #1 Oil Royalty...” That’s the headline on Marc Lichtenfeld’s promotion for The Oxford Club, which is selling The Oxford Income Letter.
The report, offered as “The #1 Oil Royalty for America’s New Oil Boom,” points readers toward an oil-and-gas royalty business with more than 17 million acres across 28 states, a major Permian Basin position, a 75% cash distribution and a unit price supposedly below $15.
We identify the stock below with 95/100 confidence.
What the pitch tells you without telling you
The useful fingerprints are unusually specific: a royalty company, more than 17 million gross acres spread across 28 states, its largest acreage concentration in the Permian Basin, and a policy of distributing three-quarters of available cash. The price clue is supposed to put the units below $15.
The same pitch is also branded as “#1 Oil Royalty,” “my #1 Oil Royalty” and “my #1 royalty stream.” Those names refer to the same promotion, not separate discoveries.
The stock behind The #1 Oil Royalty
The headline pick is Kimbell Royalty Partners, LP (NYSE: KRP). Its website and SEC-filed materials describe mineral and royalty interests covering more than 17 million gross acres across 28 states. Kimbell’s June 2026 Form 10-Q put the figure at 17,257,946 gross acres.
The Permian clue lands too. Kimbell’s June 2025 Form 10-Q listed the Permian Basin as its largest single basin by gross acreage, with 3,404,777 gross acres. Its 2025 Form 10-K describes the partnership as an owner of mineral and royalty interests in U.S. oil and natural-gas properties, while its third-quarter 2025 release said common-unit distributions represented 75% of cash available for distribution.
One fingerprint is smudged. KRP last closed at $15.24 on October 9, 2026, so it wasn’t currently below $15. Its five-year closing record did include an $11.36 low on December 19, 2025, which makes the price language historically plausible but stale.
The offer also includes two bonus reports. Enterprise Products Partners (EPD) is the likely match for “The World’s Leading Oil and Gas Partnership,” supported by its 2025 Form 10-K and investor materials describing more than 50,000 miles of pipelines. Royal Gold (RGLD) is a lower-confidence guess for “The Ultimate Gold Royalty Stream”: its 2025 Form 10-K supports the royalty-and-streaming business, but the advertised five-times performance comparison isn’t independently established.
Also in this offer
The offer bundles 2 bonus reports that tease their own stocks. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|
| The World’s Leading Oil and Gas Partnership | EPD — Enterprise Products Partners L.P. | 88/100 — high |
| The Ultimate Gold Royalty Stream: Earn Huge Income From the New Gold Bull Market | RGLD — Royal Gold, Inc. | 52/100 — probable |
Checking the pitch against the filings
The claim-by-claim check below puts each promotional statement beside the relevant evidence from Kimbell’s SEC filings, Enterprise’s filings and investor materials, and Royal Gold’s 2025 Form 10-K. The result is a strong identification for KRP, a well-supported pipeline bonus match and a much shakier gold-performance claim.
| The promotion claims | Verdict | What we found |
|---|
| Kimbell’s royalty stream covers more than 17 million acres across 28 states | Checks out | Kimbell’s website and SEC-filed materials describe mineral and royalty interests in over 17 million gross acres across 28 states; its June 2026 Form 10-Q reported 17,257,946 gross acres. |
| The largest concentration of acreage is in the Permian Basin | Checks out | Kimbell’s June 2025 Form 10-Q listed the Permian Basin as its largest single basin by gross acreage, with 3,404,777 gross acres. |
|
Where the pitch outran the record
“Kimbell units cost less than $15” — KRP last closed at $15.24 on October 9, 2026, so it was not currently below $15; however, the five-year closing record includes an $11.36 low on December 19, 2025, making the wording historically plausible but stale.
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What else they are selling right now
This is the seventh Marc Lichtenfeld promotion we’ve identified. The six earlier promotions pointed to Black Hills Corporation, Linde, Texas Pacific Land Corporation, Quantum Computing Inc. and enCore Energy, with enCore appearing twice.
Since those reveals, Linde is down 2.65%, Texas Pacific Land is up 0.01%, Quantum Computing is down 6.05%, and enCore Energy is up 7.83% in both of its listed appearances. That’s a record to track, not a verdict.
The stock, on its own merits
The pitch’s chain is simple: America’s new oil boom creates royalty income, Kimbell covers a huge U.S. footprint, and its payout turns that exposure into an income play.
The first two links hold up well enough for identification. Kimbell really does own a broad royalty portfolio, and the filings support the acreage, Permian and distribution clues. The weak link is the leap from acreage to inevitability. A gross-acre count isn’t a production forecast, and a 75% distribution of available cash isn’t a promise that distributions will keep rising.
The bargain hook is weaker still. KRP is not below $15 at the latest close; the old low makes the copy look tied to an earlier snapshot, not to the current quote. On its own merits, KRP has a real royalty business and a distinctive footprint, but the promotion proves what the company is more convincingly than it proves that today’s price is a special opportunity.
The bonus names aren’t interchangeable with KRP. EPD is a midstream partnership whose pipeline scale and distribution history support the partnership clue. RGLD is a precious-metals royalty and streaming company, and its business description fits, but its claimed five-times advantage over gold remains unverified. KRP carries the central oil-royalty thesis; EPD is the strongest bonus match, while RGLD deserves the most caution.
How confident are we? 95 out of 100. We identified Kimbell Royalty Partners, LP (KRP) from the promotion's own clues and checked 9 of its claims against filings, earnings calls, ownership records, market data and public reporting. This is our analysis, not the publisher's disclosure — we have no relationship with them.
