PHX Minerals Inc.
PHXDelisted Jun 23, 2025- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000315131
PHX Minerals Inc. was delisted on Jun 23, 2025; its insiders filed their last Form 4 on Jul 23, 2025; 65 institutions reported holding it in 13F filings for Q1 2025, worth $55.3M in total; no superinvestor held it.
13F holders, Q1 2025
Institutional positions in PHX Minerals Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
PHX is no longer listed, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 65
- +9 vs. Q4 2024
- Shares held
- 14.0M
- −72.2K (−0.5%) vs. Q4 2024
- Total value
- $55.3M
- −$998.1K (−1.8%) vs. Q4 2024
- New holders
- 11
- 23 more added
- Sold out
- 2
- 13 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 65 | $55.3M |
| Q4 2024 | 56 | $56.3M |
| Q3 2024 | 54 | $45.4M |
| Q2 2024 | 53 | $44.7M |
| Q1 2024 | 53 | $46.2M |
| Q4 2023 | 60 | $45.0M |
| Q3 2023 | 54 | $48.9M |
| Q2 2023 | 48 | $40.5M |
| Q1 2023 | 53 | $34.5M |
| Q4 2022 | 52 | $52.4M |
| Q3 2022 | 56 | $41.4M |
| Q2 2022 | 57 | $39.6M |
| Q1 2022 | 47 | $33.1M |
| Q4 2021 | 47 | $25.8M |
| Q3 2021 | 44 | $38.8M |
| Q2 2021 | 45 | $45.7M |
| Q1 2021 | 42 | $24.7M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC | 3,606,085 | $14.2M | 8.63% | +28,075+0.8% | Added |
| Dimensional Fund Advisors LP | 1,847,837 | $7.30M | 0.00% | +33,777+1.9% | Added |
| Punch & Associates Investment Management, Inc. | 1,582,234 | $6.25M | 0.41% | −861,650−35.3% | Reduced |
| Vanguard Group Inc | 1,432,314 | $5.66M | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 569,860 | $2.25M | 0.14% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 465,427 | $1.84M | 0.04% | −6,117−1.3% | Reduced |
| Russell Investments Group, Ltd. | 465,389 | $1.84M | 0.00% | +15,591+3.5% | Added |
| Bridgeway Capital Management, LLC | 425,400 | $1.68M | 0.04% | +13,956+3.4% | Added |
| BlackRock, Inc. | 421,658 | $1.67M | 0.00% | +13,891+3.4% | Added |
| Millennium Management LLC | 385,160 | $1.52M | 0.00% | +385,160 | New |
| Geode Capital Management, LLC | 303,524 | $1.20M | 0.00% | +8,023+2.7% | Added |
| Truffle Hound Capital, LLC | 290,000 | $1.15M | 0.73% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 239,422 | $945.7K | 0.00% | +66,183+38.2% | Added |
| Bank of New York Mellon Corp | 227,678 | $899.3K | 0.00% | −6,289−2.7% | Reduced |
| Empowered Funds, LLC | 144,520 | $570.9K | 0.01% | +9,356+6.9% | Added |
| Jane Street Group, LLC | 119,829 | $473.3K | 0.00% | +74,667+165.3% | Added |
| Wells Fargo & Company | 114,121 | $450.8K | 0.00% | −1,444−1.2% | Reduced |
| State Street Corp | 100,856 | $398.4K | 0.00% | +1,050+1.1% | Added |
| Morgan Stanley | 93,916 | $371.0K | 0.00% | −53,170−36.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 73,302 | $289.5K | 0.00% | +20,665+39.3% | Added |
| Northern Trust Corp | 70,416 | $278.1K | 0.00% | −3,835−5.2% | Reduced |
| Royal Bank of Canada | 62,242 | $246.0K | 0.00% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 58,578 | $231.4K | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 54,134 | $213.8K | 0.00% | +37,537+226.2% | Added |
| American Century Companies Inc | 52,622 | $207.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 51,766 | $204.5K | 0.00% | +51,766 | New |
| Qube Research & Technologies Ltd | 50,564 | $199.7K | 0.00% | −73,019−59.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 49,368 | $195.0K | 0.00% | +12,768+34.9% | Added |
| Mesirow Financial Investment Management, Inc. | 47,542 | $172.1K | 0.00% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 42,300 | $167.1K | 0.01% | +42,300 | New |
| Jain Global LLC | 40,450 | $159.8K | 0.00% | +40,450 | New |
| Stifel Financial Corp | 40,417 | $159.6K | 0.00% | −3,883−8.8% | Reduced |
| Balyasny Asset Management LLC | 40,262 | $159.0K | 0.00% | +18,875+88.3% | Added |
| Oxford Asset Management LLP | 40,045 | $158.2K | 0.07% | −3,514−8.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,108 | $122.9K | 0.01% | +4,638+17.5% | Added |
| Bank of America Corp | 29,791 | $117.7K | 0.00% | −5,845−16.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,076 | $99.0K | 0.01% | +25,076 | New |
| Cerity Partners LLC | 24,582 | $97.1K | 0.00% | +30.0% | Added |
| PFG Investments, LLC | 24,499 | $96.8K | 0.01% | +239+1.0% | Added |
| LMR Partners LLP | 21,723 | $85.8K | 0.00% | +21,723 | New |
| Modern Wealth Management, LLC | 21,000 | $83.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 20,773 | $82.0K | 0.00% | +20,773 | New |
| Oppenheimer Asset Management Inc. | 19,674 | $77.7K | 0.00% | +4,942+33.5% | Added |
| Omers Administration Corp | 19,500 | $77.0K | 0.00% | +19,500 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 18,598 | $73.5K | 0.02% | +5,133+38.1% | Added |
| Charles Schwab Investment Management Inc | 18,580 | $73.4K | 0.00% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 18,100 | $71.5K | 0.07% | 00.0% | Unchanged |
| Robotti Robert | 17,177 | $67.8K | 0.01% | +2,821+19.7% | Added |
| Citigroup Inc | 15,784 | $62.3K | 0.00% | −7,272−31.5% | Reduced |
| James Investment Research Inc | 15,500 | $61.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 14,299 | $57.2K | 0.01% | +10+0.1% | Added |
| Cubist Systematic Strategies, LLC | 6,861 | $27.1K | 0.00% | +6,861 | New |
| UBS Group AG | 5,882 | $23.2K | 0.00% | −1,818−23.6% | Reduced |
| Ulland Investment Advisors, LLC | 2,000 | $8.00K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,976 | $7.80K | 0.00% | −7,781−79.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $3.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 935 | $3.69K | 0.00% | +283+43.4% | Added |
| Point72 (DIFC) Ltd | 590 | $2.33K | 0.00% | +590 | New |
| Maryland Capital Advisors Inc. | 500 | $1.98K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $1.34K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 168 | $664 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 108 | $427 | 0.00% | +100+1,250.0% | Added |
| JPMorgan Chase & Co | 40 | $158 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $4 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,089−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |