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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1 | $0 | 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 |
| TCI Wealth Advisors, Inc. | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,165 | $7.00K | 0.00% | +2,165 | New |
| Tower Research Capital LLC (TRC) | 3,504 | $11.0K | 0.00% | −4,560−56.5% | Reduced |
| Advisor Group Holdings, Inc. | 6,900 | $21.0K | 0.00% | +1,000+16.9% | Added |
| The PNC Financial Services Group, Inc. | 7,700 | $23.0K | 0.00% | −700−8.3% | Reduced |
| 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 |
| 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 |
| Goldman Sachs Group Inc | 10,976 | $34.0K | 0.00% | −11,030−50.1% | Reduced |
| Independent Financial Group, LLC | 12,600 | $38.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,237 | $40.0K | 0.00% | −6,225−32.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,000 | $46.0K | 0.00% | +15,000 | New |
| Mraz, Amerine & Associates, Inc. | 15,756 | $48.0K | 0.01% | +15,756 | New |
| Susquehanna International Group, LLP | 20,719 | $63.0K | 0.00% | −12,597−37.8% | Reduced |
| Barber Financial Group, Inc. | 21,000 | $64.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,100 | $65.0K | 0.00% | +21,100 | New |
| Algert Global LLC | 24,354 | $75.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 28,130 | $86.0K | 0.01% | +2,318+9.0% | Added |
| Stifel Financial Corp | 28,479 | $87.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,584 | $91.0K | 0.00% | −2,300−7.2% | Reduced |
| JPMorgan Chase & Co | 31,528 | $96.0K | 0.00% | +26,606+540.6% | Added |
| Bank of New York Mellon Corp | 40,043 | $123.0K | 0.00% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 48,525 | $148.0K | 0.01% | +48,525 | New |
| Northern Trust Corp | 63,863 | $195.0K | 0.00% | −422−0.7% | Reduced |
| Marshall Wace, LLP | 70,689 | $216.0K | 0.00% | −24,894−26.0% | Reduced |
| State Street Corp | 94,706 | $290.0K | 0.00% | +23,603+33.2% | Added |
| Intrust Bank NA | 101,344 | $310.0K | 0.04% | +101,344 | New |
| Wells Fargo & Company | 119,520 | $366.0K | 0.00% | −6,052−4.8% | Reduced |
| Robotti Robert | 129,059 | $395.0K | 0.08% | −490,118−79.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 129,419 | $396.0K | 0.00% | +34,176+35.9% | Added |
| Millennium Management LLC | 148,162 | $453.0K | 0.00% | +3,684+2.5% | Added |
| Two Sigma Investments, LP | 211,758 | $648.0K | 0.00% | +131,356+163.4% | Added |
| Bridgeway Capital Management, LLC | 213,950 | $655.0K | 0.01% | +71,600+50.3% | Added |
| Two Sigma Advisers, LP | 243,100 | $744.0K | 0.00% | +6,600+2.8% | Added |
| Geode Capital Management, LLC | 268,441 | $821.0K | 0.00% | 00.0% | Unchanged |
| Precept Management LLC | 275,000 | $842.0K | 1.41% | +275,000 | New |
| Morgan Stanley | 362,068 | $1.11M | 0.00% | +105,054+40.9% | Added |
| BlackRock Inc. | 416,606 | $1.27M | 0.00% | +6,046+1.5% | Added |
| Renaissance Technologies LLC | 465,853 | $1.43M | 0.00% | +27,565+6.3% | Added |
| Dimensional Fund Advisors LP | 513,071 | $1.57M | 0.00% | +48,270+10.4% | Added |
| RBF Capital, LLC | 647,135 | $1.96M | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 836,779 | $2.56M | 0.00% | −391,317−31.9% | Reduced |
| Edenbrook Capital, LLC | 5,094,571 | $15.6M | 4.80% | 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 |