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, Q4 2022
Institutional positions in PHX Minerals Inc. as of Dec 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
- 52
- −4 vs. Q3 2022
- Shares held
- 13.5M
- +682.2K (+5.3%) vs. Q3 2022
- Total value
- $52.4M
- +$10.9M (+26.4%) vs. Q3 2022
- New holders
- 6
- 17 more added
- Sold out
- 10
- 20 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 32 | $124 | 0.00% | +31+3,100.0% | Added |
| National Bank of Canada | 850 | $3.30K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,142 | $4.00K | 0.00% | −373−24.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,500 | $5.83K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,600 | $17.9K | 0.00% | −17,143−78.8% | Reduced |
| UBS Group AG | 4,940 | $19.2K | 0.00% | +713+16.9% | Added |
| The PNC Financial Services Group, Inc. | 7,700 | $30.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 8,000 | $31.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,000 | $39.0K | 0.00% | +9,000+900.0% | Added |
| Simplex Trading, LLC | 10,375 | $40.0K | 0.00% | −594−5.4% | Reduced |
| GWM Advisors LLC | 11,000 | $42.8K | 0.00% | +11,000 | New |
| James Investment Research Inc | 11,000 | $43.0K | 0.01% | +11,000 | New |
| LPL Financial LLC | 12,236 | $47.6K | 0.00% | +1,590+14.9% | Added |
| Mraz, Amerine & Associates, Inc. | 14,668 | $57.1K | 0.01% | −1,096−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,236 | $59.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 17,586 | $68.4K | 0.00% | −14,114−44.5% | Reduced |
| Occudo Quantitative Strategies LP | 18,643 | $72.5K | 0.01% | −8,706−31.8% | Reduced |
| Goldman Sachs Group Inc | 20,227 | $78.7K | 0.00% | −3,263−13.9% | Reduced |
| Barber Financial Group, Inc. | 21,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 23,896 | $82.7K | 0.00% | +698+3.0% | Added |
| Jane Street Group, LLC | 21,479 | $83.6K | 0.00% | +4,402+25.8% | Added |
| Morgan Stanley | 22,896 | $89.1K | 0.00% | −523,575−95.8% | Reduced |
| Qube Research & Technologies Ltd | 27,938 | $108.7K | 0.00% | −7,012−20.1% | Reduced |
| Marshall Wace, LLP | 32,872 | $127.9K | 0.00% | −79,000−70.6% | Reduced |
| Stifel Financial Corp | 32,979 | $128.3K | 0.00% | −2,750−7.7% | Reduced |
| Susquehanna International Group, LLP | 43,439 | $169.0K | 0.00% | −18,703−30.1% | Reduced |
| Gsa Capital Partners LLP | 48,443 | $188.0K | 0.02% | +48,443 | New |
| Robotti Robert | 49,236 | $191.5K | 0.04% | −79,823−61.9% | Reduced |
| Northern Trust Corp | 64,228 | $249.8K | 0.00% | −44−0.1% | Reduced |
| State Street Corp | 95,706 | $372.3K | 0.00% | −900−0.9% | Reduced |
| HighTower Advisors, LLC | 101,005 | $393.0K | 0.00% | +101,005 | New |
| Wells Fargo & Company | 117,733 | $458.0K | 0.00% | −1,788−1.5% | Reduced |
| Manatuck Hill Partners, LLC | 125,000 | $486.3K | 0.23% | +125,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 143,180 | $557.0K | 0.00% | +10,874+8.2% | Added |
| Intrinsic Edge Capital Management LLC | 150,000 | $584.0K | 0.06% | +150,000 | New |
| Two Sigma Investments, LP | 213,117 | $829.0K | 0.00% | +45,215+26.9% | Added |
| Millennium Management LLC | 229,569 | $893.0K | 0.00% | +23,225+11.3% | Added |
| Bridgeway Capital Management, LLC | 231,230 | $899.5K | 0.02% | +15,000+6.9% | Added |
| Citadel Advisors LLC | 233,225 | $907.2K | 0.00% | +124,322+114.2% | Added |
| Geode Capital Management, LLC | 245,255 | $954.0K | 0.00% | −766−0.3% | Reduced |
| Bank of New York Mellon Corp | 284,153 | $1.11M | 0.00% | +244,110+609.6% | Added |
| Renaissance Technologies LLC | 316,900 | $1.23M | 0.00% | −107,600−25.3% | Reduced |
| Invenomic Capital Management LP | 336,118 | $1.31M | 0.09% | −19,853−5.6% | Reduced |
| Two Sigma Advisers, LP | 337,667 | $1.31M | 0.00% | −51,785−13.3% | Reduced |
| Acadian Asset Management LLC | 350,607 | $1.36M | 0.01% | +146,183+71.5% | Added |
| BlackRock Inc. | 364,698 | $1.42M | 0.00% | +2,389+0.7% | Added |
| RBF Capital, LLC | 647,135 | $2.52M | 0.19% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 772,776 | $3.01M | 0.19% | +422,189+120.4% | Added |
| Dimensional Fund Advisors LP | 1,063,877 | $4.14M | 0.00% | +165,468+18.4% | Added |
| Vanguard Group Inc | 1,280,613 | $4.98M | 0.00% | +61,543+5.0% | Added |
| Edenbrook Capital, LLC | 5,249,095 | $20.4M | 7.05% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,529−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −18,808−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,347−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,669−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −2,068−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |