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, Q3 2022
Institutional positions in PHX Minerals Inc. as of Sep 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
- 56
- −1 vs. Q2 2022
- Shares held
- 12.8M
- −233.6K (−1.8%) vs. Q2 2022
- Total value
- $41.4M
- +$1.86M (+4.7%) vs. Q2 2022
- New holders
- 7
- 18 more added
- Sold out
- 8
- 18 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 310 | $1.00K | 0.00% | +310 | New |
| Spire Wealth Management | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $3.00K | 0.00% | −5,900−85.5% | Reduced |
| National Bank of Canada | 850 | $3.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,515 | $5.00K | 0.00% | −6,735−81.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,637 | $5.00K | 0.00% | +1,637 | New |
| BNP Paribas Arbitrage, SA | 2,068 | $6.70K | 0.00% | +2,068 | New |
| UBS Group AG | 4,227 | $14.0K | 0.00% | +880+26.3% | Added |
| Lazard Asset Management LLC | 5,669 | $18.0K | 0.00% | −499−8.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,700 | $23.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 8,000 | $26.0K | 0.02% | +3,000+60.0% | Added |
| Cowa, LLC | 9,030 | $29.0K | 0.02% | +9,030 | New |
| LPL Financial LLC | 10,646 | $34.0K | 0.00% | +31+0.3% | Added |
| Simplex Trading, LLC | 10,969 | $35.0K | 0.00% | +1,050+10.6% | Added |
| Atria Wealth Solutions, Inc. | 15,000 | $48.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,236 | $49.0K | 0.00% | +1,183+8.4% | Added |
| Virtu Financial LLC | 15,347 | $50.0K | 0.00% | +15,347 | New |
| Mraz, Amerine & Associates, Inc. | 15,764 | $51.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,077 | $55.0K | 0.00% | +17,077 | New |
| Charles Schwab Investment Management Inc | 18,808 | $61.0K | 0.00% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 21,000 | $68.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 21,743 | $70.0K | 0.00% | +400+1.9% | Added |
| Goldman Sachs Group Inc | 23,490 | $76.0K | 0.00% | −24,546−51.1% | Reduced |
| Cubist Systematic Strategies, LLC | 24,529 | $79.0K | 0.00% | −17,568−41.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,400 | $79.0K | 0.00% | −7,100−22.5% | Reduced |
| Occudo Quantitative Strategies LP | 27,349 | $89.0K | 0.01% | −14,614−34.8% | Reduced |
| RFG Advisory, LLC | 23,198 | $95.0K | 0.01% | +23,198 | New |
| Jump Financial, LLC | 31,700 | $103.0K | 0.00% | −2,000−5.9% | Reduced |
| Qube Research & Technologies Ltd | 34,950 | $113.0K | 0.00% | +5,478+18.6% | Added |
| Stifel Financial Corp | 35,729 | $116.0K | 0.00% | +3,250+10.0% | Added |
| Bank of New York Mellon Corp | 40,043 | $130.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 62,142 | $201.0K | 0.00% | +16,239+35.4% | Added |
| Northern Trust Corp | 64,272 | $208.0K | 0.00% | −4,853−7.0% | Reduced |
| State Street Corp | 96,606 | $313.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 108,903 | $353.0K | 0.00% | −111,982−50.7% | Reduced |
| Marshall Wace, LLP | 111,872 | $362.0K | 0.00% | −89,683−44.5% | Reduced |
| Wells Fargo & Company | 119,521 | $388.0K | 0.00% | −1,019−0.8% | Reduced |
| Robotti Robert | 129,059 | $418.0K | 0.10% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 132,306 | $429.0K | 0.00% | +405+0.3% | Added |
| Two Sigma Investments, LP | 167,902 | $544.0K | 0.00% | −76,255−31.2% | Reduced |
| Acadian Asset Management LLC | 204,424 | $661.0K | 0.00% | +98,800+93.5% | Added |
| Millennium Management LLC | 206,344 | $669.0K | 0.00% | −120,706−36.9% | Reduced |
| Bridgeway Capital Management, LLC | 216,230 | $701.0K | 0.02% | +23,880+12.4% | Added |
| Geode Capital Management, LLC | 246,021 | $797.0K | 0.00% | +7,924+3.3% | Added |
| Punch & Associates Investment Management, Inc. | 350,587 | $1.14M | 0.08% | +75,930+27.6% | Added |
| Invenomic Capital Management LP | 355,971 | $1.15M | 0.10% | −10,093−2.8% | Reduced |
| BlackRock Inc. | 362,309 | $1.18M | 0.00% | −57,130−13.6% | Reduced |
| Two Sigma Advisers, LP | 389,452 | $1.26M | 0.00% | −54,648−12.3% | Reduced |
| Renaissance Technologies LLC | 424,500 | $1.38M | 0.00% | −51,433−10.8% | Reduced |
| Morgan Stanley | 546,471 | $1.77M | 0.00% | +245,509+81.6% | Added |
| RBF Capital, LLC | 647,135 | $2.10M | 0.18% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 898,409 | $2.91M | 0.00% | +205,951+29.7% | Added |
| Vanguard Group Inc | 1,219,070 | $3.95M | 0.00% | +11,400+0.9% | Added |
| Edenbrook Capital, LLC | 5,249,095 | $17.0M | 6.72% | +127,024+2.5% | Added |
| EAM Investors, LLC | 0 | $0 | 0.00% | −362,234−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −21,144−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −18,694−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,359−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −14,133−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −12,290−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |