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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, Q2 2024

Institutional positions in PHX Minerals Inc. as of Jun 30, 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
0 vs. Q1 2024
Shares held
13.7M
+169.5K (+1.3%) vs. Q1 2024
Total value
$44.7M
−$1.48M (−3.2%) vs. Q1 2024
New holders
7
17 more added
Sold out
7
13 more reduced

Compare with Q1 2024: 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 holdersQ2 2024: 53 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 heldQ2 2024: $44.7M
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, Q2 2024

Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q1 2024.

Institutions holding PHX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Edenbrook Capital, LLC3,396,023$11.1M6.15%−23,138−0.7%Reduced
Punch & Associates Investment Management, Inc.2,727,230$8.89M0.52%00.0%Unchanged
Dimensional Fund Advisors LP1,631,869$5.32M0.00%+78,008+5.0%Added
Vanguard Group Inc1,465,106$4.78M0.00%00.0%Unchanged
RBF Capital, LLC647,135$2.11M0.12%00.0%Unchanged
Ancora Advisors, LLC505,994$1.65M0.04%+14,576+3.0%Added
Bridgeway Capital Management, LLC395,158$1.29M0.03%+74,820+23.4%Added
BlackRock Inc.378,026$1.23M0.00%+1,737+0.5%Added
Russell Investments Group, Ltd.367,293$1.20M0.00%+70,359+23.7%Added
Cooperman Leon G312,208$1.02M0.04%+303,258+3,388.4%Added
Bank of New York Mellon Corp281,450$917.5K0.00%+347+0.1%Added
Geode Capital Management, LLC270,162$881.0K0.00%+12,328+4.8%Added
Susquehanna International Group, LLP206,629$673.6K0.00%−65,972−24.2%Reduced
Empowered Funds, LLC122,278$398.6K0.01%+8,820+7.8%Added
Wells Fargo & Company117,550$383.2K0.00%−16,504−12.3%Reduced
State Street Corp91,006$296.7K0.00%−3,100−3.3%Reduced
Stifel Financial Corp77,550$252.8K0.00%−29,479−27.5%Reduced
Northern Trust Corp74,418$242.6K0.00%−724−1.0%Reduced
Royal Bank of Canada62,000$202.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC60,745$198.0K0.00%−793−1.3%Reduced
Requisite Capital Management, LLC58,578$191.0K0.04%00.0%Unchanged
American Century Companies Inc52,622$171.5K0.00%00.0%Unchanged
Jane Street Group, LLC52,419$170.9K0.00%−51,471−49.5%Reduced
Robotti Robert31,607$103.0K0.02%+17,251+120.2%Added
Bank of America Corp31,171$101.6K0.00%−1,935−5.8%Reduced
Ritholtz Wealth Management30,761$100.3K0.00%+8,220+36.5%Added
PFG Investments, LLC24,590$80.2K0.01%+439+1.8%Added
Cerity Partners LLC24,573$80.1K0.00%−8,942−26.7%Reduced
Morgan Stanley22,478$73.3K0.00%+6,022+36.6%Added
Modern Wealth Management, LLC21,000$68.5K0.01%00.0%Unchanged
Charles Schwab Investment Management Inc18,580$60.6K0.00%00.0%Unchanged
Citigroup Inc18,447$60.1K0.00%−33,257−64.3%Reduced
Meixler Investment Management, Ltd.17,538$57.2K0.04%+17,538New
ExodusPoint Capital Management, LP16,262$53.0K0.00%+16,262New
Goldman Sachs Group Inc15,839$51.6K0.00%+15,839New
LPL Financial LLC14,636$47.7K0.00%+3,501+31.4%Added
Mraz, Amerine & Associates, Inc.14,544$47.4K0.01%00.0%Unchanged
Oppenheimer Asset Management Inc.12,288$40.1K0.00%+12,288New
Cambridge Investment Research Advisors, Inc.11,756$38.0K0.00%+586+5.2%Added
James Investment Research Inc11,000$35.9K0.00%00.0%Unchanged
GWM Advisors LLC11,000$35.9K0.00%00.0%Unchanged
Founders Capital Management8,000$26.1K0.02%00.0%Unchanged
UBS Group AG5,444$17.7K0.00%+428+8.5%Added
The PNC Financial Services Group, Inc.3,600$11.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,188$10.4K0.00%+2,780+681.4%Added
Rhumbline Advisers600$1.96K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.500$1.63K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.383$1.25K0.00%+383New
Chelsea Counsel Co340$1.11K0.00%+340New
Creative Financial Designs Inc100$3260.00%00.0%Unchanged
JPMorgan Chase & Co40$1300.00%−163−80.3%Reduced
Citadel Advisors LLC26$850.00%+26New
Qube Research & Technologies Ltd4$140.00%−82,976−100.0%Reduced
Perritt Capital Management Inc0$00.00%−106,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−41,376−100.0%Sold out
Squarepoint Ops LLC0$00.00%−18,250−100.0%Sold out
XTX Topco Ltd0$00.00%−10,664−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−701−100.0%Sold out
FMR LLC0$00.00%−614−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−600−100.0%Sold out