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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 867 | $3.00K | 0.00% | −5−0.6% | Reduced |
| 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 |
| UBS Group AG | 3,347 | $12.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,532 | $13.0K | 0.00% | +3,492+8,730.0% | Added |
| Foundations Investment Advisors, LLC | 10,359 | $39.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,800 | $40.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,997 | $48.0K | 0.00% | +787+6.4% | Added |
| Advisor Group Holdings, Inc. | 14,700 | $55.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 15,229 | $57.0K | 0.00% | −2,374−13.5% | Reduced |
| 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 |
| Geneos Wealth Management Inc. | 16,913 | $71.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 20,000 | $74.0K | 0.01% | +20,000 | New |
| Barber Financial Group, Inc. | 21,000 | $78.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 23,488 | $88.0K | 0.00% | +15,423+191.2% | Added |
| Jump Financial, LLC | 24,240 | $90.0K | 0.01% | +24,240 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 27,206 | $101.0K | 0.00% | +27,206 | New |
| Morgan Stanley | 29,271 | $109.0K | 0.00% | +28,771+5,754.2% | Added |
| Goldman Sachs Group Inc | 35,098 | $131.0K | 0.00% | +14,518+70.5% | Added |
| Group One Trading, L.P. | 36,017 | $134.0K | 0.00% | +36,017 | New |
| Susquehanna Fundamental Investments, LLC | 37,101 | $138.0K | 0.00% | +37,101 | New |
| Bank of New York Mellon Corp | 40,042 | $149.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 43,163 | $161.0K | 0.02% | +43,163 | New |
| Millennium Management LLC | 47,656 | $177.0K | 0.00% | +11,002+30.0% | Added |
| Susquehanna International Group, LLP | 67,008 | $249.0K | 0.00% | +35,209+110.7% | 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 |
| State Street Corp | 71,103 | $265.0K | 0.00% | +58,775+476.8% | Added |
| Squarepoint Ops LLC | 73,269 | $273.0K | 0.00% | +8,035+12.3% | Added |
| Citadel Advisors LLC | 80,372 | $299.0K | 0.00% | +80,372 | New |
| SG3 Management, LLC | 116,481 | $433.0K | 0.18% | +116,481 | New |
| Wells Fargo & Company | 128,698 | $479.0K | 0.00% | +248+0.2% | Added |
| Bridgeway Capital Management, LLC | 172,900 | $643.0K | 0.01% | +38,600+28.7% | Added |
| Two Sigma Investments, LP | 183,997 | $684.0K | 0.00% | +154,997+534.5% | Added |
| Geode Capital Management, LLC | 209,182 | $778.0K | 0.00% | +79,129+60.8% | Added |
| Two Sigma Advisers, LP | 268,500 | $999.0K | 0.00% | +207,500+340.2% | Added |
| Renaissance Technologies LLC | 401,649 | $1.49M | 0.00% | +296,694+282.7% | Added |
| BlackRock Inc. | 415,694 | $1.55M | 0.00% | −40,755−8.9% | Reduced |
| Dimensional Fund Advisors LP | 500,001 | $1.86M | 0.00% | +54,644+12.3% | Added |
| Robotti Robert | 623,027 | $2.32M | 0.58% | −6,900−1.1% | Reduced |
| RBF Capital, LLC | 694,811 | $2.58M | 0.14% | +158,885+29.6% | Added |
| Vanguard Group Inc | 1,150,402 | $4.28M | 0.00% | +611,151+113.3% | Added |
| Trigran Investments, Inc. | 2,058,288 | $7.66M | 0.84% | −105,212−4.9% | Reduced |
| Edenbrook Capital, LLC | 4,425,767 | $16.5M | 5.41% | +1,731,793+64.3% | Added |
| 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 |