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 2022
Institutional positions in PHX Minerals Inc. as of Mar 31, 2022. 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
- 47
- +1 vs. Q4 2021
- Shares held
- 10.8M
- −1.03M (−8.7%) vs. Q4 2021
- Total value
- $33.1M
- +$7.39M (+28.7%) vs. Q4 2021
- New holders
- 10
- 14 more added
- Sold out
- 9
- 12 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC | 5,094,571 | $15.6M | 4.80% | 00.0% | Unchanged |
| Vanguard Group Inc | 836,779 | $2.56M | 0.00% | −391,317−31.9% | Reduced |
| RBF Capital, LLC | 647,135 | $1.96M | 0.13% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 513,071 | $1.57M | 0.00% | +48,270+10.4% | Added |
| Renaissance Technologies LLC | 465,853 | $1.43M | 0.00% | +27,565+6.3% | Added |
| BlackRock Inc. | 416,606 | $1.27M | 0.00% | +6,046+1.5% | Added |
| Morgan Stanley | 362,068 | $1.11M | 0.00% | +105,054+40.9% | Added |
| Precept Management LLC | 275,000 | $842.0K | 1.41% | +275,000 | New |
| Geode Capital Management, LLC | 268,441 | $821.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 243,100 | $744.0K | 0.00% | +6,600+2.8% | Added |
| Bridgeway Capital Management, LLC | 213,950 | $655.0K | 0.01% | +71,600+50.3% | Added |
| Two Sigma Investments, LP | 211,758 | $648.0K | 0.00% | +131,356+163.4% | Added |
| Millennium Management LLC | 148,162 | $453.0K | 0.00% | +3,684+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 129,419 | $396.0K | 0.00% | +34,176+35.9% | Added |
| Robotti Robert | 129,059 | $395.0K | 0.08% | −490,118−79.2% | Reduced |
| Wells Fargo & Company | 119,520 | $366.0K | 0.00% | −6,052−4.8% | Reduced |
| Intrust Bank NA | 101,344 | $310.0K | 0.04% | +101,344 | New |
| State Street Corp | 94,706 | $290.0K | 0.00% | +23,603+33.2% | Added |
| Marshall Wace, LLP | 70,689 | $216.0K | 0.00% | −24,894−26.0% | Reduced |
| Northern Trust Corp | 63,863 | $195.0K | 0.00% | −422−0.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 48,525 | $148.0K | 0.01% | +48,525 | New |
| Bank of New York Mellon Corp | 40,043 | $123.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 31,528 | $96.0K | 0.00% | +26,606+540.6% | Added |
| Susquehanna Fundamental Investments, LLC | 29,584 | $91.0K | 0.00% | −2,300−7.2% | Reduced |
| Stifel Financial Corp | 28,479 | $87.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 28,130 | $86.0K | 0.01% | +2,318+9.0% | Added |
| Algert Global LLC | 24,354 | $75.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,100 | $65.0K | 0.00% | +21,100 | New |
| Barber Financial Group, Inc. | 21,000 | $64.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,719 | $63.0K | 0.00% | −12,597−37.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 15,756 | $48.0K | 0.01% | +15,756 | New |
| Atria Wealth Solutions, Inc. | 15,000 | $46.0K | 0.00% | +15,000 | New |
| Citadel Advisors LLC | 13,237 | $40.0K | 0.00% | −6,225−32.0% | Reduced |
| Independent Financial Group, LLC | 12,600 | $38.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,976 | $34.0K | 0.00% | −11,030−50.1% | Reduced |
| Group One Trading, L.P. | 10,841 | $33.0K | 0.00% | −15,570−59.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,857 | $33.0K | 0.00% | +10,857 | New |
| UBS Group AG | 10,636 | $32.0K | 0.00% | +2,073+24.2% | Added |
| LPL Financial LLC | 10,557 | $32.0K | 0.00% | +10,557 | New |
| The PNC Financial Services Group, Inc. | 7,700 | $23.0K | 0.00% | −700−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 6,900 | $21.0K | 0.00% | +1,000+16.9% | Added |
| Tower Research Capital LLC (TRC) | 3,504 | $11.0K | 0.00% | −4,560−56.5% | Reduced |
| Citigroup Inc | 2,165 | $7.00K | 0.00% | +2,165 | New |
| TCI Wealth Advisors, Inc. | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 850 | $3.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Bank of America Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Trigran Investments, Inc. | 0 | $0 | 0.00% | −883,342−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −75,110−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −37,026−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −16,913−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,938−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,160−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,106−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |