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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 11 | $34 | 0.00% | −118−91.5% | Reduced |
| JPMorgan Chase & Co | 184 | $574 | 0.00% | −652−78.0% | Reduced |
| Bokf, NA | 200 | $624 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 500 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 600 | $1.87K | 0.00% | +600 | New |
| Simplex Trading, LLC | 2,099 | $6.00K | 0.00% | −2,637−55.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5,700 | $17.8K | 0.00% | −1,150−16.8% | Reduced |
| UBS Group AG | 6,633 | $20.7K | 0.00% | −4,694−41.4% | Reduced |
| Founders Capital Management | 8,000 | $25.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 9,282 | $29.0K | 0.00% | −10,725−53.6% | Reduced |
| 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 |
| 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 |
| LPL Financial LLC | 12,404 | $38.7K | 0.00% | +86+0.7% | Added |
| Acadian Asset Management LLC | 12,802 | $39.0K | 0.00% | −160,341−92.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,053 | $44.0K | 0.00% | −1,183−7.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 14,475 | $45.2K | 0.01% | −98−0.7% | Reduced |
| Gsa Capital Partners LLP | 15,462 | $48.0K | 0.00% | +15,462 | New |
| Charles Schwab Investment Management Inc | 18,580 | $58.0K | 0.00% | +18,580 | New |
| Cerity Partners LLC | 24,565 | $76.6K | 0.00% | −15,128−38.1% | Reduced |
| Robotti Robert | 25,113 | $78.4K | 0.01% | −29,480−54.0% | Reduced |
| Bank of America Corp | 31,171 | $97.3K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 52,622 | $164.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 53,219 | $166.0K | 0.00% | +13,397+33.6% | Added |
| Requisite Capital Management, LLC | 58,578 | $182.8K | 0.05% | +58,578 | New |
| Northern Trust Corp | 69,216 | $216.0K | 0.00% | +7,028+11.3% | Added |
| Perritt Capital Management Inc | 84,143 | $262.5K | 0.14% | 00.0% | Unchanged |
| Empowered Funds, LLC | 87,733 | $273.7K | 0.01% | +87,733 | New |
| EA Series Trust | 87,733 | $273.7K | 0.01% | +87,733 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 93,198 | $290.8K | 0.00% | −18,478−16.5% | Reduced |
| State Street Corp | 95,706 | $298.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 110,032 | $343.0K | 0.00% | −133,453−54.8% | Reduced |
| Stifel Financial Corp | 113,279 | $353.4K | 0.00% | +5,000+4.6% | Added |
| Wells Fargo & Company | 118,021 | $368.2K | 0.00% | −414−0.3% | Reduced |
| HighTower Advisors, LLC | 124,774 | $389.0K | 0.00% | +2,016+1.6% | Added |
| Russell Investments Group, Ltd. | 189,455 | $591.1K | 0.00% | +16,152+9.3% | Added |
| Geode Capital Management, LLC | 245,255 | $765.2K | 0.00% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 276,396 | $862.4K | 0.05% | −67,873−19.7% | Reduced |
| Bank of New York Mellon Corp | 277,120 | $864.6K | 0.00% | −5,200−1.8% | Reduced |
| Bridgeway Capital Management, LLC | 294,613 | $919.2K | 0.02% | +3,038+1.0% | Added |
| Ancora Advisors, LLC | 317,220 | $989.7K | 0.03% | +56,880+21.8% | Added |
| BlackRock Inc. | 385,728 | $1.20M | 0.00% | +16,810+4.6% | Added |
| RBF Capital, LLC | 647,135 | $2.02M | 0.13% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 995,169 | $3.10M | 0.19% | +186,893+23.1% | Added |
| Dimensional Fund Advisors LP | 1,261,395 | $3.94M | 0.00% | +34,810+2.8% | Added |
| Vanguard Group Inc | 1,458,571 | $4.55M | 0.00% | 00.0% | Unchanged |
| Edenbrook Capital, LLC | 5,254,546 | $16.4M | 4.98% | 00.0% | Unchanged |
| 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 |