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 2024
Institutional positions in PHX Minerals Inc. as of Mar 31, 2024. 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
- −7 vs. Q4 2023
- Shares held
- 13.6M
- −431.0K (−3.1%) vs. Q4 2023
- Total value
- $46.2M
- +$1.18M (+2.6%) vs. Q4 2023
- New holders
- 6
- 11 more added
- Sold out
- 13
- 20 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 100 | $341 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 203 | $692 | 0.00% | −9,731−98.0% | Reduced |
| Tower Research Capital LLC (TRC) | 408 | $1.39K | 0.00% | −593−59.2% | Reduced |
| Maryland Capital Advisors Inc. | 500 | $1.71K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $2.00K | 0.00% | +600 | New |
| Rhumbline Advisers | 600 | $2.05K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 614 | $2.09K | 0.00% | +614 | New |
| Farther Finance Advisors, LLC | 701 | $2.39K | 0.00% | +701 | New |
| The PNC Financial Services Group, Inc. | 3,600 | $12.3K | 0.00% | −500−12.2% | Reduced |
| UBS Group AG | 5,016 | $17.1K | 0.00% | −11,485−69.6% | Reduced |
| Founders Capital Management | 8,000 | $27.3K | 0.02% | 00.0% | Unchanged |
| Cooperman Leon G | 8,950 | $30.5K | 0.00% | +8,950 | New |
| XTX Topco Ltd | 10,664 | $36.4K | 0.00% | +10,664 | New |
| GWM Advisors LLC | 11,000 | $37.5K | 0.00% | −353−3.1% | Reduced |
| James Investment Research Inc | 11,000 | $37.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,135 | $38.0K | 0.00% | +97+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,170 | $38.0K | 0.00% | −791−6.6% | Reduced |
| Robotti Robert | 14,356 | $49.0K | 0.01% | −10,757−42.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 14,544 | $49.6K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 16,456 | $56.1K | 0.00% | −19,592−54.3% | Reduced |
| Squarepoint Ops LLC | 18,250 | $62.2K | 0.00% | +3,735+25.7% | Added |
| Charles Schwab Investment Management Inc | 18,580 | $63.4K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 21,000 | $71.6K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 22,541 | $76.9K | 0.00% | −12,897−36.4% | Reduced |
| PFG Investments, LLC | 24,151 | $82.4K | 0.00% | +24,151 | New |
| Bank of America Corp | 33,106 | $112.9K | 0.00% | −1,208−3.5% | Reduced |
| Cerity Partners LLC | 33,515 | $114.3K | 0.00% | +8,946+36.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 41,376 | $141.1K | 0.00% | −16,152−28.1% | Reduced |
| Citigroup Inc | 51,704 | $176.3K | 0.00% | −32,962−38.9% | Reduced |
| American Century Companies Inc | 52,622 | $179.4K | 0.00% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 58,578 | $199.8K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 61,538 | $209.8K | 0.00% | −21,096−25.5% | Reduced |
| Royal Bank of Canada | 62,000 | $211.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 75,142 | $256.2K | 0.00% | −3,177−4.1% | Reduced |
| Qube Research & Technologies Ltd | 82,980 | $283.0K | 0.00% | −9,132−9.9% | Reduced |
| State Street Corp | 94,106 | $320.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 103,890 | $354.3K | 0.00% | +41,910+67.6% | Added |
| Perritt Capital Management Inc | 106,000 | $361.5K | 0.20% | 00.0% | Unchanged |
| Stifel Financial Corp | 107,029 | $365.0K | 0.00% | −7,000−6.1% | Reduced |
| Empowered Funds, LLC | 113,458 | $386.9K | 0.01% | +8,575+8.2% | Added |
| Wells Fargo & Company | 134,054 | $457.1K | 0.00% | +10,347+8.4% | Added |
| Geode Capital Management, LLC | 257,834 | $879.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 272,601 | $929.6K | 0.00% | +204,840+302.3% | Added |
| Bank of New York Mellon Corp | 281,103 | $958.6K | 0.00% | −3,557−1.2% | Reduced |
| Russell Investments Group, Ltd. | 296,934 | $1.01M | 0.00% | +96,894+48.4% | Added |
| Bridgeway Capital Management, LLC | 320,338 | $1.09M | 0.02% | +8,575+2.8% | Added |
| BlackRock Inc. | 376,289 | $1.28M | 0.00% | −1,384−0.4% | Reduced |
| Ancora Advisors, LLC | 491,418 | $1.68M | 0.04% | +169,470+52.6% | Added |
| RBF Capital, LLC | 647,135 | $2.21M | 0.12% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,465,106 | $5.00M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,553,861 | $5.30M | 0.00% | +35,990+2.4% | Added |
| Punch & Associates Investment Management, Inc. | 2,727,230 | $9.30M | 0.53% | −18,654−0.7% | Reduced |
| Edenbrook Capital, LLC | 3,419,161 | $11.7M | 6.00% | −260,385−7.1% | Reduced |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −276,700−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −124,815−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −74,260−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −61,487−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −26,225−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,491−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,590−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −31−100.0% | Sold out |