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, Q2 2021
Institutional positions in PHX Minerals Inc. as of Jun 30, 2021. 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
- Institutional holders
- 45
- +3 vs. Q1 2021
- Shares held
- 12.3M
- +3.68M (+42.8%) vs. Q1 2021
- Total value
- $45.7M
- +$21.0M (+85.2%) vs. Q1 2021
- New holders
- 10
- 20 more added
- Sold out
- 7
- 7 more reduced
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC | 4,425,767 | $16.5M | 5.41% | +1,731,793+64.3% | Added |
| Trigran Investments, Inc. | 2,058,288 | $7.66M | 0.84% | −105,212−4.9% | Reduced |
| Vanguard Group Inc | 1,150,402 | $4.28M | 0.00% | +611,151+113.3% | Added |
| RBF Capital, LLC | 694,811 | $2.58M | 0.14% | +158,885+29.6% | Added |
| Robotti Robert | 623,027 | $2.32M | 0.58% | −6,900−1.1% | Reduced |
| Dimensional Fund Advisors LP | 500,001 | $1.86M | 0.00% | +54,644+12.3% | Added |
| BlackRock Inc. | 415,694 | $1.55M | 0.00% | −40,755−8.9% | Reduced |
| Renaissance Technologies LLC | 401,649 | $1.49M | 0.00% | +296,694+282.7% | Added |
| Two Sigma Advisers, LP | 268,500 | $999.0K | 0.00% | +207,500+340.2% | Added |
| Geode Capital Management, LLC | 209,182 | $778.0K | 0.00% | +79,129+60.8% | Added |
| Two Sigma Investments, LP | 183,997 | $684.0K | 0.00% | +154,997+534.5% | Added |
| Bridgeway Capital Management, LLC | 172,900 | $643.0K | 0.01% | +38,600+28.7% | Added |
| Wells Fargo & Company | 128,698 | $479.0K | 0.00% | +248+0.2% | Added |
| SG3 Management, LLC | 116,481 | $433.0K | 0.18% | +116,481 | New |
| Citadel Advisors LLC | 80,372 | $299.0K | 0.00% | +80,372 | New |
| Squarepoint Ops LLC | 73,269 | $273.0K | 0.00% | +8,035+12.3% | Added |
| State Street Corp | 71,103 | $265.0K | 0.00% | +58,775+476.8% | Added |
| Northern Trust Corp | 70,424 | $262.0K | 0.00% | +20,915+42.2% | Added |
| Marshall Wace, LLP | 70,321 | $262.0K | 0.00% | +70,321 | New |
| Susquehanna International Group, LLP | 67,008 | $249.0K | 0.00% | +35,209+110.7% | Added |
| Millennium Management LLC | 47,656 | $177.0K | 0.00% | +11,002+30.0% | Added |
| Occudo Quantitative Strategies LP | 43,163 | $161.0K | 0.02% | +43,163 | New |
| Bank of New York Mellon Corp | 40,042 | $149.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 37,101 | $138.0K | 0.00% | +37,101 | New |
| Group One Trading, L.P. | 36,017 | $134.0K | 0.00% | +36,017 | New |
| Goldman Sachs Group Inc | 35,098 | $131.0K | 0.00% | +14,518+70.5% | Added |
| Morgan Stanley | 29,271 | $109.0K | 0.00% | +28,771+5,754.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 27,206 | $101.0K | 0.00% | +27,206 | New |
| Jump Financial, LLC | 24,240 | $90.0K | 0.01% | +24,240 | New |
| Acadian Asset Management LLC | 23,488 | $88.0K | 0.00% | +15,423+191.2% | Added |
| Barber Financial Group, Inc. | 21,000 | $78.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 20,000 | $74.0K | 0.01% | +20,000 | New |
| Geneos Wealth Management Inc. | 16,913 | $71.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 15,481 | $58.0K | 0.00% | −23,528−60.3% | Reduced |
| Charles Schwab Investment Management Inc | 15,433 | $58.0K | 0.00% | +15,433 | New |
| Winton Group Ltd | 15,229 | $57.0K | 0.00% | −2,374−13.5% | Reduced |
| Advisor Group Holdings, Inc. | 14,700 | $55.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,997 | $48.0K | 0.00% | +787+6.4% | Added |
| The PNC Financial Services Group, Inc. | 10,800 | $40.0K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,359 | $39.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,532 | $13.0K | 0.00% | +3,492+8,730.0% | Added |
| UBS Group AG | 3,347 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,607 | $6.00K | 0.00% | −20−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 867 | $3.00K | 0.00% | −5−0.6% | Reduced |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −95,577−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19,512−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,962−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |