PHX Minerals Ownership | Who Owns PHX Minerals?
PHX Minerals Ownership Summary
PHX Minerals is owned by 8.81% institutional investors, 16.42% insiders, and 74.77% retail investors. Edenbrook capital is the largest institutional shareholder, holding 9.85% of PHX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.77% of its assets in PHX Minerals shares.
PHX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PHX Minerals | 8.81% | 16.42% | 74.77% |
| Sector | Energy Stocks | 44.66% | 13.80% | 41.54% |
| Industry | Oil & Gas Exploration & Production Stocks | 53.65% | 15.75% | 30.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Edenbrook capital | 3.58M | 9.85% | $14.31M |
| Punch & associates investment management | 2.73M | 7.58% | $8.89M |
| Dimensional fund advisors lp | 1.81M | 5.00% | $7.26M |
| Vanguard group | 1.43M | 3.94% | $5.73M |
| Rbf capital | 569.86K | 1.57% | $2.28M |
| Ancora advisors | 471.54K | 1.30% | $1.89M |
| Russell investments group | 449.80K | 1.24% | $1.80B |
| Bridgeway capital management | 411.44K | 1.13% | $1.65M |
| Blackrock funding, inc. /de | 407.77K | 1.12% | $1.63M |
| Blackrock | 378.03K | 1.05% | $1.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Edenbrook capital | 3.58M | 4.04% | $14.31M |
| Punch & associates investment management | 2.73M | 0.52% | $8.89M |
| Rbf capital | 569.86K | 0.12% | $2.28M |
| Requisite capital management | 58.58K | 0.05% | $234.31K |
| Ancora advisors | 471.54K | 0.04% | $1.89M |
| Bridgeway capital management | 411.44K | 0.04% | $1.65M |
| Point72 asia (singapore) pte. | 13.46K | 0.01% | $53.86K |
| Mraz, amerine & associates | 14.29K | 0.01% | $57.16K |
| Robotti robert | 14.36K | 0.01% | $57.42K |
| Empowered funds | 135.16K | 0.01% | $540.66K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Edenbrook capital | 3.58M | 4.04% | 181.99K |
| Dimensional fund advisors lp | 1.81M | 0.00% | 86.05K |
| Susquehanna group, llp | 173.24K | 0.00% | 71.40K |
| Qube research | 123.58K | 0.00% | 66.49K |
| Arrowstreet capital, limited partnership | 52.64K | 0.00% | 52.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooperman leon g | - | - | -312.21K |
| Perritt capital management | - | - | -106.00K |
| Rbf capital | 569.86K | 0.12% | -77.28K |
| Russell investments group | 449.80K | 0.00% | -69.20K |
| Bank of new york mellon | 233.97K | 0.00% | -51.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowstreet capital, limited partnership | 52.64K | 0.00% | 52.64K | $210.55K |
| Schonfeld strategic advisors | 36.60K | 0.00% | 36.60K | $146.40K |
| Y-intercept (hong kong) | 26.47K | 0.01% | 26.47K | $105.88K |
| Balyasny asset management | 21.39K | 0.00% | 21.39K | $85.55K |
| Bnp paribas arbitrage, snc | 168.00 | - | 168.00 | $672.00 |
Sold Out
| Holder | Change |
|---|---|
| Creative financial designs inc /adv | -100.00 |
| Reuter james wealth management | -200.00 |
| Cubist systematic strategies | -388.00 |
| Fny investment advisers | -600.00 |
| Fmr | -614.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 26 | -53.57% | 3,198,780 | -76.20% | 8 | 0.63% | 11 | -47.62% | 6 | -62.50% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.01M | 2.77% | - |
| Vanguard US Total Market Shares ETF | 1.01M | 2.66% | - |
| Ancora/Thelen Small Cap Core | 462.14K | 1.22% | -6.12K |
| Vanguard Institutional Extnd Mkt Idx Tr | 398.83K | 1.09% | - |
| DFA US Small Cap Value I | 392.17K | 1.03% | - |
| DFA US Targeted Value I | 240.07K | 0.63% | - |
| Russell Inv Small Cap Fund B | 222.51K | 0.59% | -17.69K |
| Russell Inv Small Cap | 213.83K | 0.59% | -17.05K |
| Dimensional US Targeted Value ETF | 218.21K | 0.58% | - |
| Russell Inv Small Cap Fund F | 213.83K | 0.56% | -17.05K |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 5 | - |
| 2024 Q1 | 4 | - |
PHX Ownership FAQ
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