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 2024
Institutional positions in PHX Minerals Inc. as of Dec 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
- 56
- +2 vs. Q3 2024
- Shares held
- 14.1M
- +635.1K (+4.7%) vs. Q3 2024
- Total value
- $56.3M
- +$10.9M (+23.9%) vs. Q3 2024
- New holders
- 10
- 19 more added
- Sold out
- 8
- 15 more reduced
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edenbrook Capital, LLC | 3,578,010 | $14.3M | 6.83% | +181,987+5.4% | Added |
| Punch & Associates Investment Management, Inc. | 2,443,884 | $9.78M | 0.53% | −105,409−4.1% | Reduced |
| Dimensional Fund Advisors LP | 1,814,060 | $7.26M | 0.00% | +86,053+5.0% | Added |
| Vanguard Group Inc | 1,432,314 | $5.73M | 0.00% | −2,323−0.2% | Reduced |
| RBF Capital, LLC | 569,860 | $2.28M | 0.12% | −77,275−11.9% | Reduced |
| Ancora Advisors, LLC | 471,544 | $1.89M | 0.04% | −23,300−4.7% | Reduced |
| Russell Investments Group, Ltd. | 449,798 | $1.80M | 0.00% | −69,202−13.3% | Reduced |
| Bridgeway Capital Management, LLC | 411,444 | $1.65M | 0.04% | +9,720+2.4% | Added |
| BlackRock, Inc. | 407,767 | $1.63M | 0.00% | +28,317+7.5% | Added |
| Geode Capital Management, LLC | 295,501 | $1.18M | 0.00% | −7,067−2.3% | Reduced |
| Truffle Hound Capital, LLC | 290,000 | $1.16M | 0.69% | +290,000 | New |
| Bank of New York Mellon Corp | 233,967 | $935.9K | 0.00% | −51,074−17.9% | Reduced |
| Susquehanna International Group, LLP | 173,239 | $693.0K | 0.00% | +71,396+70.1% | Added |
| Morgan Stanley | 147,086 | $588.3K | 0.00% | +67,095+83.9% | Added |
| Empowered Funds, LLC | 135,164 | $540.7K | 0.01% | +6,320+4.9% | Added |
| Qube Research & Technologies Ltd | 123,583 | $494.3K | 0.00% | +66,489+116.5% | Added |
| Wells Fargo & Company | 115,565 | $462.3K | 0.00% | −190.0% | Reduced |
| State Street Corp | 99,806 | $399.2K | 0.00% | +8,800+9.7% | Added |
| Northern Trust Corp | 74,251 | $297.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 62,242 | $249.0K | 0.00% | +242+0.4% | Added |
| Requisite Capital Management, LLC | 58,578 | $234.3K | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 52,637 | $210.5K | 0.00% | +52,637 | New |
| American Century Companies Inc | 52,622 | $210.5K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 47,542 | $190.2K | 0.00% | +570+1.2% | Added |
| Jane Street Group, LLC | 45,162 | $180.6K | 0.00% | +45,162 | New |
| Stifel Financial Corp | 44,300 | $177.2K | 0.00% | −2,750−5.8% | Reduced |
| Oxford Asset Management LLP | 43,559 | $174.2K | 0.08% | +43,559 | New |
| Schonfeld Strategic Advisors LLC | 36,600 | $146.4K | 0.00% | +36,600 | New |
| Bank of America Corp | 35,636 | $142.5K | 0.00% | +4,465+14.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,470 | $105.9K | 0.01% | +26,470 | New |
| PFG Investments, LLC | 24,260 | $97.0K | 0.01% | −622−2.5% | Reduced |
| Cerity Partners LLC | 24,579 | $92.8K | 0.00% | −8,943−26.7% | Reduced |
| Citadel Advisors LLC | 23,089 | $92.4K | 0.00% | +19,989+644.8% | Added |
| Citigroup Inc | 23,056 | $92.2K | 0.00% | +6,626+40.3% | Added |
| Balyasny Asset Management LLC | 21,387 | $85.5K | 0.00% | +21,387 | New |
| Modern Wealth Management, LLC | 21,000 | $84.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 18,580 | $74.3K | 0.00% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 18,100 | $72.4K | 0.07% | +18,100 | New |
| Goldman Sachs Group Inc | 16,597 | $66.4K | 0.00% | +758+4.8% | Added |
| James Investment Research Inc | 15,500 | $62.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,500 | $62.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 14,732 | $58.9K | 0.00% | +1,304+9.7% | Added |
| Robotti Robert | 14,356 | $57.4K | 0.01% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 14,289 | $57.2K | 0.01% | −190−1.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 13,465 | $53.9K | 0.01% | +456+3.5% | Added |
| Barclays PLC | 9,757 | $39.0K | 0.00% | −1,203−11.0% | Reduced |
| UBS Group AG | 7,700 | $30.8K | 0.00% | +3,003+63.9% | Added |
| Ulland Investment Advisors, LLC | 2,000 | $8.00K | 0.01% | +1,000+100.0% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 652 | $2.61K | 0.00% | −630−49.1% | Reduced |
| Maryland Capital Advisors Inc. | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $1.36K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 300 | $1.20K | 0.00% | −83−21.7% | Reduced |
| BNP Paribas Arbitrage, SA | 168 | $672 | 0.00% | +168 | New |
| JPMorgan Chase & Co | 40 | $160 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 8 | $32 | 0.00% | +8 | New |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −47,824−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −22,377−100.0% | Sold out |
| Meixler Investment Management, Ltd. | 0 | $0 | 0.00% | −17,538−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,080−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |