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 2023
Institutional positions in PHX Minerals Inc. as of Dec 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
- 60
- +6 vs. Q3 2023
- Shares held
- 14.0M
- +555.8K (+4.1%) vs. Q3 2023
- Total value
- $45.0M
- −$3.85M (−7.9%) vs. Q3 2023
- New holders
- 11
- 21 more added
- Sold out
- 5
- 14 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCC | 31 | $100 | 0.00% | +31 | New |
| Creative Financial Designs Inc | 100 | $322 | 0.00% | +100 | New |
| Maryland Capital Advisors Inc. | 500 | $1.61K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 521 | $1.68K | 0.00% | +521 | New |
| Rhumbline Advisers | 600 | $1.93K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,001 | $3.22K | 0.00% | +1,001 | New |
| Barclays PLC | 2,274 | $7.32K | 0.00% | −5,860−72.0% | Reduced |
| Simplex Trading, LLC | 3,264 | $10.0K | 0.00% | −469−12.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,100 | $13.2K | 0.00% | −500−10.9% | Reduced |
| Founders Capital Management | 8,000 | $25.8K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,000 | $29.0K | 0.00% | −11,700−56.5% | Reduced |
| JPMorgan Chase & Co | 9,934 | $32.0K | 0.00% | +9,717+4,477.9% | Added |
| Atria Wealth Solutions, Inc. | 10,000 | $32.2K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 11,000 | $35.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,038 | $35.5K | 0.00% | −1,430−11.5% | Reduced |
| GWM Advisors LLC | 11,353 | $36.3K | 0.00% | −7,168−38.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,961 | $39.0K | 0.00% | −2,912−19.6% | Reduced |
| Squarepoint Ops LLC | 14,515 | $46.7K | 0.00% | +14,515 | New |
| Mraz, Amerine & Associates, Inc. | 14,544 | $46.8K | 0.01% | +69+0.5% | Added |
| UBS Group AG | 16,501 | $53.1K | 0.00% | +12,667+330.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,590 | $53.4K | 0.00% | +16,590 | New |
| Charles Schwab Investment Management Inc | 18,580 | $59.8K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 19,491 | $63.0K | 0.00% | +19,491 | New |
| Modern Wealth Management, LLC | 21,000 | $67.6K | 0.01% | +21,000 | New |
| Cerity Partners LLC | 24,569 | $79.1K | 0.00% | +24,569 | New |
| Robotti Robert | 25,113 | $80.9K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 26,225 | $84.4K | 0.00% | +26,225 | New |
| Bank of America Corp | 34,314 | $110.5K | 0.00% | +3,143+10.1% | Added |
| Ritholtz Wealth Management | 35,438 | $114.1K | 0.00% | +24,378+220.4% | Added |
| Morgan Stanley | 36,048 | $116.1K | 0.00% | +10,529+41.3% | Added |
| American Century Companies Inc | 52,622 | $169.4K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 57,528 | $185.2K | 0.00% | −25,933−31.1% | Reduced |
| Requisite Capital Management, LLC | 58,578 | $188.6K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 61,487 | $198.0K | 0.02% | −59,729−49.3% | Reduced |
| Jane Street Group, LLC | 61,980 | $199.6K | 0.00% | +61,980 | New |
| Royal Bank of Canada | 62,000 | $200.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 67,761 | $218.2K | 0.00% | +52,567+346.0% | Added |
| Mesirow Financial Investment Management, Inc. | 74,260 | $240.9K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 78,319 | $252.2K | 0.00% | +10,930+16.2% | Added |
| O'Shaughnessy Asset Management, LLC | 82,634 | $266.1K | 0.00% | +54,020+188.8% | Added |
| Citigroup Inc | 84,666 | $272.6K | 0.00% | +79,447+1,522.3% | Added |
| Qube Research & Technologies Ltd | 92,112 | $296.6K | 0.00% | +85,609+1,316.5% | Added |
| State Street Corp | 94,106 | $303.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 104,883 | $337.7K | 0.01% | +9,408+9.9% | Added |
| Perritt Capital Management Inc | 106,000 | $341.3K | 0.19% | +12,885+13.8% | Added |
| Stifel Financial Corp | 114,029 | $367.2K | 0.00% | +750+0.7% | Added |
| Wells Fargo & Company | 123,707 | $398.3K | 0.00% | −483−0.4% | Reduced |
| HighTower Advisors, LLC | 124,815 | $402.0K | 0.00% | −262−0.2% | Reduced |
| Russell Investments Group, Ltd. | 200,040 | $644.1K | 0.00% | −1,368−0.7% | Reduced |
| Geode Capital Management, LLC | 257,834 | $830.4K | 0.00% | +15,677+6.5% | Added |
| Invenomic Capital Management LP | 276,700 | $891.0K | 0.05% | −12,259−4.2% | Reduced |
| Bank of New York Mellon Corp | 284,660 | $916.6K | 0.00% | +3,514+1.2% | Added |
| Bridgeway Capital Management, LLC | 311,763 | $1.00M | 0.02% | +9,408+3.1% | Added |
| Ancora Advisors, LLC | 321,948 | $1.04M | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 377,673 | $1.22M | 0.00% | +457+0.1% | Added |
| RBF Capital, LLC | 647,135 | $2.08M | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,465,106 | $4.72M | 0.00% | +6,535+0.4% | Added |
| Dimensional Fund Advisors LP | 1,517,871 | $4.89M | 0.00% | +129,953+9.4% | Added |
| Punch & Associates Investment Management, Inc. | 2,745,884 | $8.84M | 0.52% | +1,584,839+136.5% | Added |
| Edenbrook Capital, LLC | 3,679,546 | $11.8M | 5.10% | −1,575,000−30.0% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,392−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,471−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,327−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −200−100.0% | Sold out |