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 2023
Institutional positions in PHX Minerals Inc. as of Jun 30, 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
- 48
- −4 vs. Q1 2023
- Shares held
- 13.0M
- −169.3K (−1.3%) vs. Q1 2023
- Total value
- $40.5M
- +$6.05M (+17.5%) vs. Q1 2023
- New holders
- 6
- 11 more added
- Sold out
- 10
- 17 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC | 5,254,546 | $16.4M | 4.98% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,458,571 | $4.55M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,261,395 | $3.94M | 0.00% | +34,810+2.8% | Added |
| Punch & Associates Investment Management, Inc. | 995,169 | $3.10M | 0.19% | +186,893+23.1% | Added |
| RBF Capital, LLC | 647,135 | $2.02M | 0.13% | 00.0% | Unchanged |
| BlackRock Inc. | 385,728 | $1.20M | 0.00% | +16,810+4.6% | Added |
| Ancora Advisors, LLC | 317,220 | $989.7K | 0.03% | +56,880+21.8% | Added |
| Bridgeway Capital Management, LLC | 294,613 | $919.2K | 0.02% | +3,038+1.0% | Added |
| Bank of New York Mellon Corp | 277,120 | $864.6K | 0.00% | −5,200−1.8% | Reduced |
| Invenomic Capital Management LP | 276,396 | $862.4K | 0.05% | −67,873−19.7% | Reduced |
| Geode Capital Management, LLC | 245,255 | $765.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 189,455 | $591.1K | 0.00% | +16,152+9.3% | Added |
| HighTower Advisors, LLC | 124,774 | $389.0K | 0.00% | +2,016+1.6% | Added |
| Wells Fargo & Company | 118,021 | $368.2K | 0.00% | −414−0.3% | Reduced |
| Stifel Financial Corp | 113,279 | $353.4K | 0.00% | +5,000+4.6% | Added |
| Renaissance Technologies LLC | 110,032 | $343.0K | 0.00% | −133,453−54.8% | Reduced |
| State Street Corp | 95,706 | $298.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 93,198 | $290.8K | 0.00% | −18,478−16.5% | Reduced |
| Empowered Funds, LLC | 87,733 | $273.7K | 0.01% | +87,733 | New |
| EA Series Trust | 87,733 | $273.7K | 0.01% | +87,733 | New |
| Perritt Capital Management Inc | 84,143 | $262.5K | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 69,216 | $216.0K | 0.00% | +7,028+11.3% | Added |
| Requisite Capital Management, LLC | 58,578 | $182.8K | 0.05% | +58,578 | New |
| Royal Bank of Canada | 53,219 | $166.0K | 0.00% | +13,397+33.6% | Added |
| American Century Companies Inc | 52,622 | $164.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 31,171 | $97.3K | 0.00% | 00.0% | Unchanged |
| Robotti Robert | 25,113 | $78.4K | 0.01% | −29,480−54.0% | Reduced |
| Cerity Partners LLC | 24,565 | $76.6K | 0.00% | −15,128−38.1% | Reduced |
| Charles Schwab Investment Management Inc | 18,580 | $58.0K | 0.00% | +18,580 | New |
| Gsa Capital Partners LLP | 15,462 | $48.0K | 0.00% | +15,462 | New |
| Mraz, Amerine & Associates, Inc. | 14,475 | $45.2K | 0.01% | −98−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,053 | $44.0K | 0.00% | −1,183−7.8% | Reduced |
| Acadian Asset Management LLC | 12,802 | $39.0K | 0.00% | −160,341−92.6% | Reduced |
| LPL Financial LLC | 12,404 | $38.7K | 0.00% | +86+0.7% | Added |
| GWM Advisors LLC | 11,000 | $34.3K | 0.00% | −788−6.7% | Reduced |
| James Investment Research Inc | 11,000 | $34.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 9,282 | $29.0K | 0.00% | −10,725−53.6% | Reduced |
| Founders Capital Management | 8,000 | $25.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 6,633 | $20.7K | 0.00% | −4,694−41.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,700 | $17.8K | 0.00% | −1,150−16.8% | Reduced |
| Simplex Trading, LLC | 2,099 | $6.00K | 0.00% | −2,637−55.7% | Reduced |
| Rhumbline Advisers | 600 | $1.87K | 0.00% | +600 | New |
| Maryland Capital Advisors Inc. | 500 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 200 | $624 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 184 | $574 | 0.00% | −652−78.0% | Reduced |
| Citadel Advisors LLC | 11 | $34 | 0.00% | −118−91.5% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −120,700−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −107,533−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −35,135−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,676−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,602−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,451−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Barber Financial Group, Inc. | – | – | – | – | Not filed |