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 2025
Institutional positions in PHX Minerals Inc. as of Mar 31, 2025. 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
PHX is no longer listed, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 65
- +9 vs. Q4 2024
- Shares held
- 14.0M
- −72.2K (−0.5%) vs. Q4 2024
- Total value
- $55.3M
- −$998.1K (−1.8%) vs. Q4 2024
- New holders
- 11
- 23 more added
- Sold out
- 2
- 13 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding PHX Minerals Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $4 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 40 | $158 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 108 | $427 | 0.00% | +100+1,250.0% | Added |
| BNP Paribas Arbitrage, SA | 168 | $664 | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $1.34K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 500 | $1.98K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 590 | $2.33K | 0.00% | +590 | New |
| Tower Research Capital LLC (TRC) | 935 | $3.69K | 0.00% | +283+43.4% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $3.95K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,976 | $7.80K | 0.00% | −7,781−79.7% | Reduced |
| Ulland Investment Advisors, LLC | 2,000 | $8.00K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 5,882 | $23.2K | 0.00% | −1,818−23.6% | Reduced |
| Cubist Systematic Strategies, LLC | 6,861 | $27.1K | 0.00% | +6,861 | New |
| Mraz, Amerine & Associates, Inc. | 14,299 | $57.2K | 0.01% | +10+0.1% | Added |
| James Investment Research Inc | 15,500 | $61.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 15,784 | $62.3K | 0.00% | −7,272−31.5% | Reduced |
| Robotti Robert | 17,177 | $67.8K | 0.01% | +2,821+19.7% | Added |
| Total Wealth Planning & Management, Inc. | 18,100 | $71.5K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 18,580 | $73.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 18,598 | $73.5K | 0.02% | +5,133+38.1% | Added |
| Omers Administration Corp | 19,500 | $77.0K | 0.00% | +19,500 | New |
| Oppenheimer Asset Management Inc. | 19,674 | $77.7K | 0.00% | +4,942+33.5% | Added |
| HRT Financial LP | 20,773 | $82.0K | 0.00% | +20,773 | New |
| Modern Wealth Management, LLC | 21,000 | $83.0K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 21,723 | $85.8K | 0.00% | +21,723 | New |
| PFG Investments, LLC | 24,499 | $96.8K | 0.01% | +239+1.0% | Added |
| Cerity Partners LLC | 24,582 | $97.1K | 0.00% | +30.0% | Added |
| Campbell & CO Investment Adviser LLC | 25,076 | $99.0K | 0.01% | +25,076 | New |
| Bank of America Corp | 29,791 | $117.7K | 0.00% | −5,845−16.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,108 | $122.9K | 0.01% | +4,638+17.5% | Added |
| Oxford Asset Management LLP | 40,045 | $158.2K | 0.07% | −3,514−8.1% | Reduced |
| Balyasny Asset Management LLC | 40,262 | $159.0K | 0.00% | +18,875+88.3% | Added |
| Stifel Financial Corp | 40,417 | $159.6K | 0.00% | −3,883−8.8% | Reduced |
| Jain Global LLC | 40,450 | $159.8K | 0.00% | +40,450 | New |
| Aventail Capital Group, LP | 42,300 | $167.1K | 0.01% | +42,300 | New |
| Mesirow Financial Investment Management, Inc. | 47,542 | $172.1K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 49,368 | $195.0K | 0.00% | +12,768+34.9% | Added |
| Qube Research & Technologies Ltd | 50,564 | $199.7K | 0.00% | −73,019−59.1% | Reduced |
| Squarepoint Ops LLC | 51,766 | $204.5K | 0.00% | +51,766 | New |
| American Century Companies Inc | 52,622 | $207.9K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 54,134 | $213.8K | 0.00% | +37,537+226.2% | Added |
| Requisite Capital Management, LLC | 58,578 | $231.4K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 62,242 | $246.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 70,416 | $278.1K | 0.00% | −3,835−5.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 73,302 | $289.5K | 0.00% | +20,665+39.3% | Added |
| Morgan Stanley | 93,916 | $371.0K | 0.00% | −53,170−36.1% | Reduced |
| State Street Corp | 100,856 | $398.4K | 0.00% | +1,050+1.1% | Added |
| Wells Fargo & Company | 114,121 | $450.8K | 0.00% | −1,444−1.2% | Reduced |
| Jane Street Group, LLC | 119,829 | $473.3K | 0.00% | +74,667+165.3% | Added |
| Empowered Funds, LLC | 144,520 | $570.9K | 0.01% | +9,356+6.9% | Added |
| Bank of New York Mellon Corp | 227,678 | $899.3K | 0.00% | −6,289−2.7% | Reduced |
| Susquehanna International Group, LLP | 239,422 | $945.7K | 0.00% | +66,183+38.2% | Added |
| Truffle Hound Capital, LLC | 290,000 | $1.15M | 0.73% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 303,524 | $1.20M | 0.00% | +8,023+2.7% | Added |
| Millennium Management LLC | 385,160 | $1.52M | 0.00% | +385,160 | New |
| BlackRock, Inc. | 421,658 | $1.67M | 0.00% | +13,891+3.4% | Added |
| Bridgeway Capital Management, LLC | 425,400 | $1.68M | 0.04% | +13,956+3.4% | Added |
| Russell Investments Group, Ltd. | 465,389 | $1.84M | 0.00% | +15,591+3.5% | Added |
| Ancora Advisors, LLC | 465,427 | $1.84M | 0.04% | −6,117−1.3% | Reduced |
| RBF Capital, LLC | 569,860 | $2.25M | 0.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,432,314 | $5.66M | 0.00% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 1,582,234 | $6.25M | 0.41% | −861,650−35.3% | Reduced |
| Dimensional Fund Advisors LP | 1,847,837 | $7.30M | 0.00% | +33,777+1.9% | Added |
| Edenbrook Capital, LLC | 3,606,085 | $14.2M | 8.63% | +28,075+0.8% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,089−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |