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 2022
Institutional positions in PHX Minerals Inc. as of Jun 30, 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
- 57
- +11 vs. Q1 2022
- Shares held
- 13.0M
- +2.21M (+20.5%) vs. Q1 2022
- Total value
- $39.6M
- +$6.53M (+19.8%) vs. Q1 2022
- New holders
- 17
- 24 more added
- Sold out
- 6
- 5 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $2.00K | 0.00% | +500 | New |
| Money Concepts Capital Corp | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 850 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,347 | $10.0K | 0.00% | −7,289−68.5% | Reduced |
| Founders Capital Management | 5,000 | $15.0K | 0.01% | +5,000 | New |
| Lazard Asset Management LLC | 6,168 | $18.0K | 0.00% | +6,168 | New |
| Advisor Group Holdings, Inc. | 6,900 | $21.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,700 | $23.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,250 | $25.0K | 0.00% | −23,278−73.8% | Reduced |
| Simplex Trading, LLC | 9,919 | $30.0K | 0.00% | +9,919 | New |
| LPL Financial LLC | 10,615 | $32.0K | 0.00% | +58+0.5% | Added |
| Mackenzie Financial Corp | 12,290 | $37.0K | 0.00% | +12,290 | New |
| Cambridge Investment Research Advisors, Inc. | 14,053 | $43.0K | 0.00% | +3,196+29.4% | Added |
| Wolverine Trading, LLC | 14,359 | $43.0K | 0.00% | +14,359 | New |
| PEAK6 Investments LLC | 14,133 | $43.0K | 0.00% | +14,133 | New |
| Atria Wealth Solutions, Inc. | 15,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 15,764 | $48.0K | 0.01% | +8+0.1% | Added |
| Deutsche Bank AG | 18,694 | $57.0K | 0.00% | +18,694 | New |
| Charles Schwab Investment Management Inc | 18,808 | $58.0K | 0.00% | +18,808 | New |
| Barber Financial Group, Inc. | 21,000 | $64.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,144 | $64.0K | 0.00% | +21,144 | New |
| Group One Trading, L.P. | 21,343 | $65.0K | 0.00% | +10,502+96.9% | Added |
| Qube Research & Technologies Ltd | 29,472 | $90.0K | 0.00% | +29,472 | New |
| Walleye Capital LLC | 30,000 | $91.0K | 0.00% | +30,000 | New |
| Schonfeld Strategic Advisors LLC | 31,500 | $95.0K | 0.00% | +10,400+49.3% | Added |
| Stifel Financial Corp | 32,479 | $99.0K | 0.00% | +4,000+14.0% | Added |
| Jump Financial, LLC | 33,700 | $102.0K | 0.00% | +33,700 | New |
| Bank of New York Mellon Corp | 40,043 | $121.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 41,963 | $128.0K | 0.01% | +13,833+49.2% | Added |
| Cubist Systematic Strategies, LLC | 42,097 | $128.0K | 0.00% | +42,097 | New |
| Susquehanna International Group, LLP | 45,903 | $140.0K | 0.00% | +25,184+121.6% | Added |
| Goldman Sachs Group Inc | 48,036 | $146.0K | 0.00% | +37,060+337.6% | Added |
| Northern Trust Corp | 69,125 | $210.0K | 0.00% | +5,262+8.2% | Added |
| State Street Corp | 96,606 | $294.0K | 0.00% | +1,900+2.0% | Added |
| Acadian Asset Management LLC | 105,624 | $321.0K | 0.00% | +105,624 | New |
| Wells Fargo & Company | 120,540 | $367.0K | 0.00% | +1,020+0.9% | Added |
| Robotti Robert | 129,059 | $392.0K | 0.10% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 131,901 | $401.0K | 0.00% | +2,482+1.9% | Added |
| Bridgeway Capital Management, LLC | 192,350 | $585.0K | 0.01% | −21,600−10.1% | Reduced |
| Marshall Wace, LLP | 201,555 | $613.0K | 0.00% | +130,866+185.1% | Added |
| Citadel Advisors LLC | 220,885 | $671.0K | 0.00% | +207,648+1,568.7% | Added |
| Geode Capital Management, LLC | 238,097 | $723.0K | 0.00% | −30,344−11.3% | Reduced |
| Two Sigma Investments, LP | 244,157 | $742.0K | 0.00% | +32,399+15.3% | Added |
| Punch & Associates Investment Management, Inc. | 274,657 | $835.0K | 0.06% | +226,132+466.0% | Added |
| Morgan Stanley | 300,962 | $915.0K | 0.00% | −61,106−16.9% | Reduced |
| Millennium Management LLC | 327,050 | $994.0K | 0.00% | +178,888+120.7% | Added |
| EAM Investors, LLC | 362,234 | $1.10M | 0.27% | +362,234 | New |
| Invenomic Capital Management LP | 366,064 | $1.11M | 0.10% | +366,064 | New |
| BlackRock Inc. | 419,439 | $1.27M | 0.00% | +2,833+0.7% | Added |
| Two Sigma Advisers, LP | 444,100 | $1.35M | 0.00% | +201,000+82.7% | Added |
| Renaissance Technologies LLC | 475,933 | $1.45M | 0.00% | +10,080+2.2% | Added |
| RBF Capital, LLC | 647,135 | $1.97M | 0.14% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 692,458 | $2.11M | 0.00% | +179,387+35.0% | Added |
| Vanguard Group Inc | 1,207,670 | $3.67M | 0.00% | +370,891+44.3% | Added |
| Edenbrook Capital, LLC | 5,122,071 | $15.6M | 5.56% | +27,500+0.5% | Added |
| Precept Management LLC | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −101,344−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −24,354−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |