PHX Minerals Ownership | Who Owns PHX Minerals?
PHX Minerals Ownership Summary
PHX Minerals is owned by 37.35% institutional investors, 15.03% insiders, and 47.63% retail investors. Edenbrook capital is the largest institutional shareholder, holding 9.44% of PHX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.80% of its assets in PHX Minerals shares.
PHX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PHX Minerals | 37.35% | 15.03% | 47.63% |
| Sector | Energy Stocks | 59.12% | 12.79% | 28.09% |
| Industry | Oil & Gas Exploration & Production Stocks | 64.97% | 14.78% | 20.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Edenbrook capital | 3.40M | 9.44% | $11.07M |
| Punch & associates investment management | 2.73M | 7.58% | $8.89M |
| Dimensional fund advisors lp | 1.63M | 4.54% | $5.32M |
| Vanguard group | 1.47M | 4.07% | $4.78M |
| Rbf capital | 647.13K | 1.80% | $2.11M |
| Ancora advisors | 505.99K | 1.41% | $1.65M |
| Bridgeway capital management | 395.16K | 1.10% | $1.29M |
| Blackrock | 378.03K | 1.05% | $1.23M |
| Russell investments group | 367.29K | 1.02% | $1.20M |
| Bank of new york mellon | 281.45K | 0.78% | $917.53K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Edenbrook capital | 3.40M | 4.17% | $11.07M |
| Punch & associates investment management | 2.73M | 0.52% | $8.89M |
| Rbf capital | 647.13K | 0.12% | $2.11M |
| Meixler investment management | 17.54K | 0.04% | $57.17K |
| Requisite capital management | 58.58K | 0.04% | $190.96K |
| Ancora advisors | 505.99K | 0.04% | $1.65M |
| Bridgeway capital management | 395.16K | 0.03% | $1.29M |
| Founders capital management | 8.00K | 0.02% | $26.08K |
| Robotti robert | 31.61K | 0.02% | $103.04K |
| Mraz, amerine & associates | 14.54K | 0.01% | $47.41K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 1.63M | 0.00% | 78.01K |
| Bridgeway capital management | 395.16K | 0.03% | 74.82K |
| Russell investments group | 367.29K | 0.00% | 70.36K |
| Meixler investment management | 17.54K | 0.04% | 17.54K |
| Robotti robert | 31.61K | 0.02% | 17.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooperman leon g | - | - | -312.21K |
| Perritt capital management | - | - | -106.00K |
| Qube research | 4.00 | - | -82.98K |
| Susquehanna group, llp | 206.63K | 0.00% | -65.97K |
| Jane street group | - | - | -52.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Meixler investment management | 17.54K | 0.04% | 17.54K | $57.17K |
| Goldman sachs group | 15.84K | - | 15.84K | $51.63K |
| Oppenheimer asset management | 12.29K | 0.00% | 12.29K | $40.06K |
| Citadel advisors | 26.00 | - | 26.00 | $85.00 |
Sold Out
| Holder | Change |
|---|---|
| Fny investment advisers | -600.00 |
| Fmr | -614.00 |
| Farther finance advisors | -701.00 |
| Xtx topco | -10.66K |
| Cambridge investment research advisors | -11.76K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 56 | - | 13,438,062 | -2.49% | 37 | 2.55% | 21 | -16.00% | 16 | 23.08% |
| Jun 30, 2024 | 55 | 1.85% | 13,780,597 | 1.24% | 38 | - | 24 | 41.18% | 13 | -38.10% |
| Mar 31, 2024 | 54 | -12.90% | 13,611,315 | -2.67% | - | - | 17 | -45.16% | 21 | 40.00% |
| Dec 31, 2023 | 62 | 12.73% | 13,985,252 | 4.14% | 38 | 2.79% | 31 | 6.90% | 15 | 66.67% |
| Sep 30, 2023 | 55 | 7.84% | 13,429,480 | 3.35% | 37 | 2.86% | 29 | 70.59% | 9 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.01M | 2.80% | - |
| Ancora/Thelen Small Cap Core | 491.55K | 1.31% | -6.05K |
| Vanguard Institutional Extnd Mkt Idx Tr | 398.83K | 1.11% | - |
| DFA US Small Cap Value I | 358.86K | 0.96% | 35.07K |
| Russell Inv Small Cap Fund B | 240.20K | 0.67% | - |
| DFA US Targeted Value I | 227.02K | 0.61% | - |
| Dimensional US Targeted Value ETF | 207.07K | 0.55% | - |
| WisdomTree US SmallCap Dividend ETF | 201.04K | 0.54% | 338.00 |
| Fidelity Extended Market Index | 174.41K | 0.47% | 11.57K |
| DFA US Small Cap I | 164.25K | 0.44% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 09, 2024 | D'Amico Raphael | SVP - CFO | Buy | $9.90K |
| May 23, 2024 | D'Amico Raphael | SVP - CFO | Buy | $1.01K |
| May 23, 2024 | D'Amico Raphael | SVP - CFO | Buy | $9.01K |
| May 23, 2024 | True Chad | Principal Accounting Officer | Buy | $1.65K |
| May 23, 2024 | True Chad | Principal Accounting Officer | Buy | $3.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 5 | - |
| 2024 Q1 | 4 | - |
| 2023 Q4 | - | 1 |
PHX Ownership FAQ
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