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 2023
Institutional positions in PHX Minerals Inc. as of Mar 31, 2023. 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
- 53
- +1 vs. Q4 2022
- Shares held
- 13.2M
- −276.8K (−2.1%) vs. Q4 2022
- Total value
- $34.5M
- −$17.8M (−34.0%) vs. Q4 2022
- New holders
- 12
- 18 more added
- Sold out
- 11
- 14 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 129 | $338 | 0.00% | −233,096−99.9% | Reduced |
| Bokf, NA | 200 | $524 | 0.00% | +200 | New |
| Belpointe Asset Management LLC | 500 | $1.31K | 0.00% | +500 | New |
| Maryland Capital Advisors Inc. | 500 | $1.31K | 0.00% | +500 | New |
| Group One Trading, L.P. | 600 | $1.57K | 0.00% | −4,000−87.0% | Reduced |
| JPMorgan Chase & Co | 836 | $2.00K | 0.00% | −306−26.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,027 | $2.00K | 0.00% | +1,027 | New |
| TCI Wealth Advisors, Inc. | 1,500 | $3.93K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,736 | $12.0K | 0.00% | −5,639−54.4% | Reduced |
| The PNC Financial Services Group, Inc. | 6,850 | $17.9K | 0.00% | −850−11.0% | Reduced |
| Founders Capital Management | 8,000 | $21.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $26.2K | 0.00% | −5,000−33.3% | Reduced |
| Advisor Group Holdings, Inc. | 10,000 | $26.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,451 | $27.4K | 0.00% | +10,451 | New |
| James Investment Research Inc | 11,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,327 | $29.7K | 0.00% | +6,387+129.3% | Added |
| GWM Advisors LLC | 11,788 | $30.9K | 0.00% | +788+7.2% | Added |
| LPL Financial LLC | 12,318 | $32.3K | 0.00% | +82+0.7% | Added |
| Mraz, Amerine & Associates, Inc. | 14,573 | $38.2K | 0.01% | −95−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,236 | $40.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 19,602 | $51.0K | 0.01% | +19,602 | New |
| Morgan Stanley | 20,007 | $52.4K | 0.00% | −2,889−12.6% | Reduced |
| Barber Financial Group, Inc. | 21,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 30,676 | $80.4K | 0.00% | +9,197+42.8% | Added |
| Bank of America Corp | 31,171 | $81.7K | 0.00% | +31,139+97,309.4% | Added |
| RFG Advisory, LLC | 35,135 | $92.1K | 0.00% | +11,239+47.0% | Added |
| Cerity Partners LLC | 39,693 | $104.0K | 0.00% | +39,693 | New |
| Royal Bank of Canada | 39,822 | $104.0K | 0.00% | +39,822 | New |
| American Century Companies Inc | 52,622 | $142.6K | 0.00% | +52,622 | New |
| Robotti Robert | 54,593 | $143.0K | 0.03% | +5,357+10.9% | Added |
| Northern Trust Corp | 62,188 | $162.9K | 0.00% | −2,040−3.2% | Reduced |
| Perritt Capital Management Inc | 84,143 | $220.5K | 0.12% | +84,143 | New |
| State Street Corp | 95,706 | $250.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 107,533 | $281.7K | 0.00% | +64,094+147.5% | Added |
| Stifel Financial Corp | 108,279 | $283.7K | 0.00% | +75,300+228.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 111,676 | $292.6K | 0.00% | −31,504−22.0% | Reduced |
| Wells Fargo & Company | 118,435 | $310.3K | 0.00% | +702+0.6% | Added |
| Two Sigma Advisers, LP | 120,700 | $316.2K | 0.00% | −216,967−64.3% | Reduced |
| HighTower Advisors, LLC | 122,758 | $321.0K | 0.00% | +21,753+21.5% | Added |
| Acadian Asset Management LLC | 173,143 | $452.0K | 0.00% | −177,464−50.6% | Reduced |
| Russell Investments Group, Ltd. | 173,303 | $454.1K | 0.00% | +173,303 | New |
| Renaissance Technologies LLC | 243,485 | $638.0K | 0.00% | −73,415−23.2% | Reduced |
| Geode Capital Management, LLC | 245,255 | $642.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 260,340 | $682.1K | 0.02% | +260,340 | New |
| Bank of New York Mellon Corp | 282,320 | $739.7K | 0.00% | −1,833−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 291,575 | $763.9K | 0.02% | +60,345+26.1% | Added |
| Invenomic Capital Management LP | 344,269 | $902.0K | 0.05% | +8,151+2.4% | Added |
| BlackRock Inc. | 368,918 | $966.6K | 0.00% | +4,220+1.2% | Added |
| RBF Capital, LLC | 647,135 | $1.70M | 0.12% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 808,276 | $2.12M | 0.14% | +35,500+4.6% | Added |
| Dimensional Fund Advisors LP | 1,226,585 | $3.21M | 0.00% | +162,708+15.3% | Added |
| Vanguard Group Inc | 1,458,571 | $3.82M | 0.00% | +177,958+13.9% | Added |
| Edenbrook Capital, LLC | 5,254,546 | $13.8M | 5.06% | +5,451+0.1% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −229,569−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −213,117−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −48,443−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,872−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,938−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −20,227−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,643−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,586−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −850−100.0% | Sold out |