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Livermore
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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 2023

Institutional positions in PHX Minerals Inc. as of Sep 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
54
+7 vs. Q2 2023
Shares held
13.4M
+522.5K (+4.0%) vs. Q2 2023
Total value
$48.9M
+$8.61M (+21.4%) vs. Q2 2023
New holders
9
20 more added
Sold out
2
9 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 54 institutions
Q1 2021: 42 institutionsQ2 2021: 45 institutionsQ3 2021: 44 institutionsQ4 2021: 47 institutionsQ1 2022: 47 institutionsQ2 2022: 57 institutionsQ3 2022: 56 institutionsQ4 2022: 52 institutionsQ1 2023: 53 institutionsQ2 2023: 48 institutionsQ3 2023: 54 institutionsQ4 2023: 60 institutionsQ1 2024: 53 institutionsQ2 2024: 53 institutionsQ3 2024: 54 institutionsQ4 2024: 56 institutionsQ1 2025: 65 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2023: $48.9M
Q1 2021: $24.7MQ2 2021: $45.7MQ3 2021: $38.8MQ4 2021: $25.8MQ1 2022: $33.1MQ2 2022: $39.6MQ3 2022: $41.4MQ4 2022: $52.4MQ1 2023: $34.5MQ2 2023: $40.5MQ3 2023: $48.9MQ4 2023: $45.0MQ1 2024: $46.2MQ2 2024: $44.7MQ3 2024: $45.4MQ4 2024: $56.3MQ1 2025: $55.3MQ2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PHX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 202565$55.3M
Q4 202456$56.3M
Q3 202454$45.4M
Q2 202453$44.7M
Q1 202453$46.2M
Q4 202360$45.0M
Q3 202354$48.9M
Q2 202348$40.5M
Q1 202353$34.5M
Q4 202252$52.4M
Q3 202256$41.4M
Q2 202257$39.6M
Q1 202247$33.1M
Q4 202147$25.8M
Q3 202144$38.8M
Q2 202145$45.7M
Q1 202142$24.7M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q2 2023.

Institutions holding PHX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bokf, NA200$6920.00%00.0%Unchanged
JPMorgan Chase & Co217$7900.00%+33+17.9%Added
Group One Trading, L.P.290$1.06K0.00%+290New
Maryland Capital Advisors Inc.500$1.82K0.00%00.0%Unchanged
Rhumbline Advisers600$2.18K0.00%00.0%Unchanged
Simplex Trading, LLC3,733$13.0K0.00%+1,634+77.8%Added
UBS Group AG3,834$14.0K0.00%−2,799−42.2%Reduced
The PNC Financial Services Group, Inc.4,600$16.7K0.00%−1,100−19.3%Reduced
Citigroup Inc5,219$19.0K0.00%+5,219New
Acadian Asset Management LLC6,327$23.0K0.00%−6,475−50.6%Reduced
Qube Research & Technologies Ltd6,503$23.7K0.00%+6,503New
Founders Capital Management8,000$29.1K0.02%00.0%Unchanged
Barclays PLC8,134$29.6K0.00%+8,134New
Atria Wealth Solutions, Inc.10,000$36.4K0.00%00.0%Unchanged
XTX Topco Ltd10,471$38.1K0.01%+10,471New
James Investment Research Inc11,000$40.0K0.01%00.0%Unchanged
Ritholtz Wealth Management11,060$40.3K0.00%+11,060New
LPL Financial LLC12,468$45.4K0.00%+64+0.5%Added
Mraz, Amerine & Associates, Inc.14,475$52.7K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.14,873$54.0K0.00%+820+5.8%Added
Susquehanna International Group, LLP15,194$55.3K0.00%+15,194New
GWM Advisors LLC18,521$67.4K0.00%+7,521+68.4%Added
Charles Schwab Investment Management Inc18,580$67.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.20,700$75.3K0.00%+10,700+107.0%Added
Renaissance Technologies LLC24,392$89.0K0.00%−85,640−77.8%Reduced
Robotti Robert25,113$91.4K0.01%00.0%Unchanged
Morgan Stanley25,519$92.9K0.00%+16,237+174.9%Added
O'Shaughnessy Asset Management, LLC28,614$104.2K0.00%+28,614New
Bank of America Corp31,171$113.5K0.00%00.0%Unchanged
American Century Companies Inc52,622$191.5K0.00%00.0%Unchanged
Requisite Capital Management, LLC58,578$213.2K0.05%00.0%Unchanged
Royal Bank of Canada62,000$226.0K0.00%+8,781+16.5%Added
Northern Trust Corp67,389$245.3K0.00%−1,827−2.6%Reduced
Mesirow Financial Investment Management, Inc.74,260$270.3K1.18%+74,260New
Connor, Clark & Lunn Investment Management Ltd.83,461$303.8K0.00%−9,737−10.4%Reduced
Perritt Capital Management Inc93,115$338.9K0.20%+8,972+10.7%Added
State Street Corp94,106$342.5K0.00%−1,600−1.7%Reduced
Empowered Funds, LLC95,475$347.5K0.01%+7,742+8.8%Added
Stifel Financial Corp113,279$412.3K0.00%00.0%Unchanged
Gsa Capital Partners LLP121,216$441.0K0.04%+105,754+684.0%Added
Wells Fargo & Company124,190$452.1K0.00%+6,169+5.2%Added
HighTower Advisors, LLC125,077$454.0K0.00%+303+0.2%Added
Russell Investments Group, Ltd.201,408$733.1K0.00%+11,953+6.3%Added
Geode Capital Management, LLC242,157$881.7K0.00%−3,098−1.3%Reduced
Bank of New York Mellon Corp281,146$1.02M0.00%+4,026+1.5%Added
Invenomic Capital Management LP288,959$1.05M0.04%+12,563+4.5%Added
Bridgeway Capital Management, LLC302,355$1.10M0.03%+7,742+2.6%Added
Ancora Advisors, LLC321,948$1.17M0.03%+4,728+1.5%Added
BlackRock Inc.377,216$1.37M0.00%−8,512−2.2%Reduced
RBF Capital, LLC647,135$2.36M0.16%00.0%Unchanged
Punch & Associates Investment Management, Inc.1,161,045$4.23M0.27%+165,876+16.7%Added
Dimensional Fund Advisors LP1,387,918$5.05M0.00%+126,523+10.0%Added
Vanguard Group Inc1,458,571$5.31M0.00%00.0%Unchanged
Edenbrook Capital, LLC5,254,546$19.1M9.29%00.0%Unchanged
Cerity Partners LLC0$00.00%−24,565−100.0%Sold out
Citadel Advisors LLC0$00.00%−11−100.0%Sold out
EA Series Trust––––Not filed