PHX Minerals Ownership 2024 | Who Owns PHX Minerals Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

8.37%

Insider Ownership

15.02%

Retail Ownership

76.61%

Institutional Holders

22.00

PHX Minerals Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EDENBROOK CAPITAL, LLC9.44%4.17%3,396,023-23,138-0.68%11,071,035Jun 30, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.7.58%0.52%2,727,230--8,890,770Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.54%0.00%1,631,86978,0085.02%5,319,893Jun 30, 2024
VANGUARD GROUP INC4.07%0.00%1,465,106--4,776,246Jun 30, 2024
RBF CAPITAL, LLC1.80%0.12%647,135--2,109,660Jun 30, 2024
ANCORA ADVISORS, LLC1.41%0.04%505,99414,5762.97%1,649,540Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.10%0.03%395,15874,82023.36%1,288,215Jun 30, 2024
BLACKROCK INC.1.05%-378,0261,7370.46%1,232,365Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.1.02%0.00%367,29370,35923.70%1,197,374Jun 30, 2024
COOPERMAN LEON G0.87%0.04%312,208303,2583388.36%1,017,798Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.78%0.00%281,4503470.12%917,526Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.75%0.00%270,16212,3284.78%880,962Jun 30, 2024
EMPOWERED FUNDS, LLC0.34%0.01%122,2788,8207.77%398,626Jun 30, 2024
WELLS FARGO & COMPANY/MN0.33%0.00%117,550-16,504-12.31%383,214Jun 30, 2024
STATE STREET CORP0.25%-91,006-3,100-3.29%296,680,000Jun 30, 2024
STIFEL FINANCIAL CORP0.22%0.00%77,550-29,479-27.54%252,813Jun 30, 2024
NORTHERN TRUST CORP0.21%-74,418-724-0.96%242,603,000Jun 30, 2024
ROYAL BANK OF CANADA0.17%-62,000--202,000Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.17%0.00%60,745-793-1.29%198,029Jun 30, 2024
REQUISITE CAPITAL MANAGEMENT, LLC0.16%0.04%58,578--190,964Jun 30, 2024

PHX Minerals's largest institutional shareholder is EDENBROOK CAPITAL, LLC, holding 9.44% of the company's total share outstanding, currently valued at $11.07M. The top 10 institutional shareholders own together 32.87% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EDENBROOK CAPITAL, LLC9.44%4.17%3,396,023-23,138-0.68%11,071,035Jun 30, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.7.58%0.52%2,727,230--8,890,770Jun 30, 2024
RBF CAPITAL, LLC1.80%0.12%647,135--2,109,660Jun 30, 2024
MEIXLER INVESTMENT MANAGEMENT, LTD.0.05%0.04%17,53817,538100.00%57,174Jun 30, 2024
REQUISITE CAPITAL MANAGEMENT, LLC0.16%0.04%58,578--190,964Jun 30, 2024
COOPERMAN LEON G0.87%0.04%312,208303,2583388.36%1,017,798Jun 30, 2024
ANCORA ADVISORS, LLC1.41%0.04%505,99414,5762.97%1,649,540Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.10%0.03%395,15874,82023.36%1,288,215Jun 30, 2024
FOUNDERS CAPITAL MANAGEMENT0.02%0.02%8,000--26,080Jun 30, 2024
ROBOTTI ROBERT0.09%0.02%31,60717,251120.17%103,038Jun 30, 2024
MRAZ, AMERINE & ASSOCIATES, INC.0.04%0.01%14,544--47,413Jun 30, 2024
EMPOWERED FUNDS, LLC0.34%0.01%122,2788,8207.77%398,626Jun 30, 2024
PFG INVESTMENTS, LLC0.07%0.01%24,5904391.82%80,165Jun 30, 2024
MODERN WEALTH MANAGEMENT, LLC0.06%0.01%21,000--68,460Jun 30, 2024
JAMES INVESTMENT RESEARCH INC0.03%0.00%11,000--35,860Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.0.16%0.00%57,1931250.22%186,449Jun 30, 2024
RITHOLTZ WEALTH MANAGEMENT0.09%0.00%30,7618,22036.47%100,280Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.17%0.00%60,745-793-1.29%198,029Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.1.02%0.00%367,29370,35923.70%1,197,374Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.54%0.00%1,631,86978,0085.02%5,319,893Jun 30, 2024

The largest PHX Minerals shareholder by % of total assets is EDENBROOK CAPITAL, LLC. The company owns 3.40M shares of PHX Minerals (PHX), representing 4.17% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COOPERMAN LEON G0.87%0.04%312,208303,2583388.36%1,017,798Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.54%0.00%1,631,86978,0085.02%5,319,893Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.10%0.03%395,15874,82023.36%1,288,215Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.1.02%0.00%367,29370,35923.70%1,197,374Jun 30, 2024
MEIXLER INVESTMENT MANAGEMENT, LTD.0.05%0.04%17,53817,538100.00%57,174Jun 30, 2024
ROBOTTI ROBERT0.09%0.02%31,60717,251120.17%103,038Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.05%0.00%16,26216,262100.00%53,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.04%-15,83915,839100.00%51,635Jun 30, 2024
ANCORA ADVISORS, LLC1.41%0.04%505,99414,5762.97%1,649,540Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.75%0.00%270,16212,3284.78%880,962Jun 30, 2024
OPPENHEIMER ASSET MANAGEMENT INC.0.03%0.00%12,28812,288100.00%40,059Jun 30, 2024
EMPOWERED FUNDS, LLC0.34%0.01%122,2788,8207.77%398,626Jun 30, 2024
RITHOLTZ WEALTH MANAGEMENT0.09%0.00%30,7618,22036.47%100,280Jun 30, 2024
MORGAN STANLEY0.06%-22,4786,02236.59%73,281Jun 30, 2024
LPL FINANCIAL LLC0.04%-14,6363,50131.44%47,714Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%3,1882,780681.37%10,393Jun 30, 2024
BLACKROCK INC.1.05%-378,0261,7370.46%1,232,365Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.0.03%0.00%11,7565865.25%38,000Jun 30, 2024
PFG INVESTMENTS, LLC0.07%0.01%24,5904391.82%80,165Jun 30, 2024
UBS GROUP AG0.02%-5,4444288.53%17,748Jun 30, 2024

As of Jun 30 2024, PHX Minerals's largest institutional buyer is COOPERMAN LEON G. The company purchased 303.26K stocks of PHX, valued at $1.02M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERRITT CAPITAL MANAGEMENT INC----106,000-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD--4-82,976-100.00%14Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----41,376-100.00%-Jun 30, 2024
STIFEL FINANCIAL CORP0.22%0.00%77,550-29,479-27.54%252,813Jun 30, 2024
EDENBROOK CAPITAL, LLC9.44%4.17%3,396,023-23,138-0.68%11,071,035Jun 30, 2024
SQUAREPOINT OPS LLC----18,250-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN0.33%0.00%117,550-16,504-12.31%383,214Jun 30, 2024
XTX TOPCO LTD----10,664-100.00%-Jun 30, 2024
CERITY PARTNERS LLC0.07%0.00%24,573-8,942-26.68%80,109Jun 30, 2024
STATE STREET CORP0.25%-91,006-3,100-3.29%296,680,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.09%-31,171-1,935-5.84%101,617Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.17%0.00%60,745-793-1.29%198,029Jun 30, 2024
NORTHERN TRUST CORP0.21%-74,418-724-0.96%242,603,000Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC----701-100.00%-Jun 30, 2024
FMR LLC----614-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----600-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.00%-40-163-80.30%130Jun 30, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.7.58%0.52%2,727,230--8,890,770Jun 30, 2024
RBF CAPITAL, LLC1.80%0.12%647,135--2,109,660Jun 30, 2024
REQUISITE CAPITAL MANAGEMENT, LLC0.16%0.04%58,578--190,964Jun 30, 2024

As of Jun 30 2024, PHX Minerals's biggest institutional seller is PERRITT CAPITAL MANAGEMENT INC. The company sold -0.11M shares of PHX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MEIXLER INVESTMENT MANAGEMENT, LTD.0.05%0.04%17,53817,538100.00%57,174Jun 30, 2024
GOLDMAN SACHS GROUP INC0.04%-15,83915,839100.00%51,635Jun 30, 2024
OPPENHEIMER ASSET MANAGEMENT INC.0.03%0.00%12,28812,288100.00%40,059Jun 30, 2024

PHX Minerals's largest new institutional shareholder by number of shares is MEIXLER INVESTMENT MANAGEMENT, LTD., purchased 17.54K shares, valued at $57.17K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERRITT CAPITAL MANAGEMENT INC----106,000-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----41,376-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----18,250-100.00%-Jun 30, 2024
XTX TOPCO LTD----10,664-100.00%-Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC----701-100.00%-Jun 30, 2024
FMR LLC----614-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----600-100.00%-Jun 30, 2024

PHX Minerals's largest sold out institutional shareholder by shares sold is PERRITT CAPITAL MANAGEMENT INC, sold -0.11M shares, valued at -, as of undefined.

PHX Minerals Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
PERRITT FUNDS INC0.86%106,0006,0286.03%Jan 31, 2024
Vericimetry Funds0.20%17,850--Mar 31, 2024
BRIDGEWAY FUNDS INC0.09%206,880--Mar 28, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.05%408,900--Mar 31, 2024
BRIDGEWAY FUNDS INC0.03%72,900--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.03%13,999--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.01%171,952-11,583-6.31%Jan 31, 2024
UNIFIED SERIES TRUST0.01%90,000--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%2,953--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%23,154--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%1,408,582-398,834-22.07%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%648--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%570,532--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%235,08814,5626.60%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%32,792--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,083,036195,64522.05%Jan 31, 2024
Dimensional ETF Trust0.00%394,4467,0991.83%Jan 31, 2024
BERTOLET CAPITAL TRUST0.00%100--Mar 31, 2021
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%18,872--Mar 31, 2024
Meeder Funds0.00%2,843--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%116,859--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%70,848--Jan 31, 2024
RBC FUNDS TRUST0.00%62,000--Mar 28, 2024
Calvert Variable Products, Inc.0.00%1,238--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%52,622--Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%18,580--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%9,840--Mar 31, 2024
PFM Multi-Manager Series Trust0.00%200--Dec 31, 2023
SunAmerica Specialty Series0.00%127--Apr 30, 2021
SA FUNDS INVESTMENT TRUST0.00%3,577--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%6,200--Feb 29, 2024
HC CAPITAL TRUST0.00%4,751--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%355--Mar 31, 2024
RBC FUNDS TRUST0.00%14,900--Mar 28, 2024
WisdomTree Trust0.00%249,7034,9362.02%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%10,516--Feb 29, 2024
DFA INVESTMENT TRUST CO0.00%10,414--Jan 31, 2024
DFA INVESTMENT TRUST CO0.00%10,414--Jan 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%3,811--Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%3,811--Dec 31, 2023
NORTHERN FUNDS0.00%7,392--Mar 28, 2024
NORTHERN FUNDS0.00%6,954--Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%2,300--Mar 31, 2024
VALIC Co I0.00%10,000--Feb 29, 2024
VALIC Co I0.00%10,000--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%2,213--Feb 29, 2024
Blackstone Alternative Investment Funds0.00%1,700-3,600-67.92%Mar 31, 2023
WILSHIRE MUTUAL FUNDS INC0.00%7,520--Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%25,905--Mar 31, 2024
Advisors' Inner Circle Fund II0.00%20,928--Jan 31, 2024
PENN SERIES FUNDS INC0.00%634--Mar 28, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%2,912--Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%3,77172123.64%Jan 31, 2024
WisdomTree Trust0.00%31,506--Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%3,100--Jan 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%26,337--Feb 29, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%2,650--Feb 29, 2024
TIAA-CREF FUNDS0.00%33,943--Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%1,332--Jan 31, 2024
MASSMUTUAL SELECT FUNDS0.00%8,385--Dec 31, 2023
ADVANCED SERIES TRUST0.00%20,600--Mar 28, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%616--Feb 29, 2024
EQ ADVISORS TRUST0.00%6,203150.24%Mar 31, 2024
iSHARES TRUST0.00%79,1438481.08%Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%1,727--Mar 31, 2024
EQ ADVISORS TRUST0.00%4,072--Mar 31, 2024
AMERICAN BEACON FUNDS0.00%9,316--Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%50--Feb 29, 2024
PACIFIC SELECT FUND0.00%7,952--Mar 31, 2024
Bridge Builder Trust0.00%6,998--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%2,461--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%2,461--Mar 31, 2024
Goldman Sachs Trust II0.00%4,700--Jan 31, 2024
Blackstone Alternative Investment Funds0.00%1,800--Mar 31, 2021
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%1,017--Mar 31, 2024
BlackRock Variable Series Funds, Inc.0.00%2,093--Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%557--Mar 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%3,182--Feb 29, 2024

PHX Minerals's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 106.00K shares, compromising 0.86% of its total assets.

PHX Minerals Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2422-59.26%
31 Mar, 2454-12.90%
31 Dec, 236212.73%
30 Sep, 23557.84%
30 Jun, 2351-10.53%
31 Mar, 2357-
31 Dec, 2257-3.39%
30 Sep, 22591.72%
30 Jun, 225818.37%
31 Mar, 22496.52%
31 Dec, 21464.55%
30 Sep, 2144-10.20%
30 Jun, 214911.36%
31 Mar, 21447.32%
31 Dec, 20411266.67%
30 Sep, 203-

As of 30 Jun 24, 22 institutions are holding PHX Minerals's shares, representing a decrease of -59.26% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 243,012,358-77.87%
31 Mar, 2413,611,315-2.67%
31 Dec, 2313,985,2524.14%
30 Sep, 2313,429,4803.35%
30 Jun, 2312,994,691-1.44%
31 Mar, 2313,185,031-2.06%
31 Dec, 2213,461,8005.34%
30 Sep, 2212,779,585-1.80%
30 Jun, 2213,013,20220.60%
31 Mar, 2210,790,451-8.79%
31 Dec, 2111,829,728-6.40%
30 Sep, 2112,638,6473.16%
30 Jun, 2112,251,84042.36%
31 Mar, 218,605,947-1.88%
31 Dec, 208,771,1482599.03%
30 Sep, 20324,974-

PHX Minerals (PHX) has 3.01M shares outstanding as of 30 Jun 24, down -77.87% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 248.37%-
31 Mar, 24--
31 Dec, 2338.87%2.79%
30 Sep, 2337.34%2.86%
30 Jun, 2336.16%2.69%
31 Mar, 2336.69%2.58%
31 Dec, 2237.73%2.73%
30 Sep, 2237.15%2.63%
30 Jun, 2237.55%3.79%
31 Mar, 2231.47%2.47%
31 Dec, 2135.71%2.04%
30 Sep, 2141.84%2.23%
30 Jun, 2143.28%2.94%
31 Mar, 2138.37%2.54%
31 Dec, 2038.89%1065.48%
30 Sep, 201.91%-

As of 30 Jun 24, PHX Minerals is held by 8.37% institutional shareholders, representing a 0.00% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2412-29.41%
31 Mar, 2417-45.16%
31 Dec, 23316.90%
30 Sep, 232970.59%
30 Jun, 2317-41.38%
31 Mar, 232920.83%
31 Dec, 2224-4.00%
30 Sep, 2225-35.90%
30 Jun, 223944.44%
31 Mar, 222742.11%
31 Dec, 2119-9.52%
30 Sep, 2121-27.59%
30 Jun, 212993.33%
31 Mar, 2115-61.54%
31 Dec, 20391200.00%
30 Sep, 203-

12 institutional shareholders have increased their position in PHX stock as of 30 Jun 24 compared to 17 in the previous quarter (a -29.41% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24--100.00%
31 Mar, 242140.00%
31 Dec, 231566.67%
30 Sep, 239-50.00%
30 Jun, 231820.00%
31 Mar, 2315-25.00%
31 Dec, 22205.26%
30 Sep, 2219171.43%
30 Jun, 227-30.00%
31 Mar, 2210-47.37%
31 Dec, 211946.15%
30 Sep, 211362.50%
30 Jun, 218-46.67%
31 Mar, 21151400.00%
31 Dec, 201-
30 Sep, 20--

- institutional shareholders have reduced their position in PHX stock as of 30 Jun 24 compared to 21 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2422-59.26%3,012,358-77.87%8.37%-12-29.41%--100.00%
31 Mar, 2454-12.90%13,611,315-2.67%--17-45.16%2140.00%
31 Dec, 236212.73%13,985,2524.14%38.87%2.79%316.90%1566.67%
30 Sep, 23557.84%13,429,4803.35%37.34%2.86%2970.59%9-50.00%
30 Jun, 2351-10.53%12,994,691-1.44%36.16%2.69%17-41.38%1820.00%
31 Mar, 2357-13,185,031-2.06%36.69%2.58%2920.83%15-25.00%
31 Dec, 2257-3.39%13,461,8005.34%37.73%2.73%24-4.00%205.26%
30 Sep, 22591.72%12,779,585-1.80%37.15%2.63%25-35.90%19171.43%
30 Jun, 225818.37%13,013,20220.60%37.55%3.79%3944.44%7-30.00%
31 Mar, 22496.52%10,790,451-8.79%31.47%2.47%2742.11%10-47.37%
31 Dec, 21464.55%11,829,728-6.40%35.71%2.04%19-9.52%1946.15%
30 Sep, 2144-10.20%12,638,6473.16%41.84%2.23%21-27.59%1362.50%
30 Jun, 214911.36%12,251,84042.36%43.28%2.94%2993.33%8-46.67%
31 Mar, 21447.32%8,605,947-1.88%38.37%2.54%15-61.54%151400.00%
31 Dec, 20411266.67%8,771,1482599.03%38.89%1065.48%391200.00%1-
30 Sep, 203-324,974-1.91%-3---

PHX Minerals Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy3,000$3.30$9.90K520,124
May 23, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy2,698$3.34$9.01K517,124
May 23, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy302$3.33$1.01K514,426
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy1,000$3.27$3.27K76,020
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy500$3.30$1.65K75,020
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy500$3.29$1.65K74,520
Mar 26, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy1,000$3.22$3.22K74,020
Mar 26, 2024BEHRMAN MARK Tdirector-P-PurchaseBuy22,571$3.22$72.67K173,704
Mar 26, 2024BEHRMAN MARK Tdirector-P-PurchaseBuy429$3.20$1.37K151,133
Mar 14, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy3,500$3.04$10.64K514,124

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy3,000$3.30$9.90K520,124
May 23, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy2,698$3.34$9.01K517,124
May 23, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy302$3.33$1.01K514,426
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy1,000$3.27$3.27K76,020
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy500$3.30$1.65K75,020
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy500$3.29$1.65K74,520
Mar 26, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy1,000$3.22$3.22K74,020
Mar 26, 2024BEHRMAN MARK Tdirector-P-PurchaseBuy22,571$3.22$72.67K173,704
Mar 26, 2024BEHRMAN MARK Tdirector-P-PurchaseBuy429$3.20$1.37K151,133
Mar 14, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy3,500$3.04$10.64K514,124

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 09, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy3,000$3.30$9.90K520,124
May 23, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy2,698$3.34$9.01K517,124
May 23, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy302$3.33$1.01K514,426
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy1,000$3.27$3.27K76,020
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy500$3.30$1.65K75,020
May 23, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy500$3.29$1.65K74,520
Mar 26, 2024True Chadofficer Principal Accounting OfficerP-PurchaseBuy1,000$3.22$3.22K74,020
Mar 26, 2024BEHRMAN MARK Tdirector-P-PurchaseBuy22,571$3.22$72.67K173,704
Mar 26, 2024BEHRMAN MARK Tdirector-P-PurchaseBuy429$3.20$1.37K151,133
Mar 14, 2024D'Amico Raphaelofficer SVP - CFOP-PurchaseBuy3,500$3.04$10.64K514,124
Feb 12, 2024CANAAN LEE Mdirector Buy----
Dec 28, 2023Brown Glen Adirector-A-AwardBuy19,484--101,674
Dec 28, 2023True Chadofficer Principal Accounting OfficerA-AwardBuy24,320--73,020
Dec 28, 2023PINKERTON JOHN Hdirector-A-AwardBuy19,484--93,486
Dec 28, 2023Packebush Steven Ldirector-A-AwardBuy19,484--155,645
Dec 28, 2023DELANEY PETER Bdirector-A-AwardBuy19,484--115,218
Dec 28, 2023CANAAN LEE Mdirector-A-AwardBuy19,484--110,395
Dec 28, 2023BEHRMAN MARK Tdirector-A-AwardBuy19,484--150,704
Dec 28, 2023D'Amico Raphaelofficer SVP - CFOA-AwardBuy101,888--510,624
Dec 28, 2023STEPHENS CHAD Ldirector, officer Chief Executive OfficerA-AwardBuy247,002--1,162,490

The last insider buy of PHX was made by D'Amico Raphael on Aug 09 2024, buying 3,000 shares at $3.30 per share (worth $9.90K).

PHX Minerals Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 20245--
Q1 20244--
Q4 202393300.00%
Q2 20236--
Q1 202351500.00%
Q4 2022-3-
Q3 202252250.00%
Q2 202264150.00%
Q1 20228--
Q4 2021253833.33%
Q3 20212021000.00%
Q2 2021223733.33%
Q1 2021142700.00%
Q4 202042200.00%
Q3 202073233.33%
Q2 20202--
Q1 202011--
Q4 201974175.00%
Q3 201972350.00%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by PHX Minerals's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 20245--
Q1 20244--
Q4 2023-1-
Q2 2023---
Q1 20232--
Q4 2022---
Q3 20225--
Q2 20229--
Q1 2022---
Q4 202125--
Q3 202120--
Q2 20212221100.00%
Q1 20216--
Q4 20204--
Q3 202071700.00%
Q2 20201--
Q1 20204--
Q4 20191--
Q3 20197--

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of PHX Minerals's stocks.

PHX Minerals Peer Ownership


TickerCompany
CRCCalifornia Resources Corporation
NOGNorthern Oil and Gas, Inc.
GPRKGeoPark Limited
GRNTGranite Ridge Resources, Inc
EPSNEpsilon Energy Ltd.
MGYMagnolia Oil & Gas Corporation
CRKComstock Resources, Inc.
VTLEVital Energy, Inc.
EGYVAALCO Energy, Inc.

PHX Ownership FAQ


PHX Minerals is owned by institutional shareholders (8.37%), insiders (15.02%), and public (76.61%). The largest institutional shareholder of PHX Minerals is EDENBROOK CAPITAL, LLC (9.44% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.86% of total shares).

PHX Minerals's major institutional shareholders are EDENBROOK CAPITAL, LLC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, and RBF CAPITAL, LLC. The top five shareholders own together 27.42% of the company's share outstanding.

As of Jun 2024, there are 22 institutional shareholders of PHX Minerals.

EDENBROOK CAPITAL, LLC owns 3.4M shares of PHX Minerals, representing 9.44% of the company's total shares outstanding, valued at $11.07M (as of Jun 2024).

As of Jun 2024, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC holds 2.73M shares of PHX Minerals (PHX), compromising 7.58% of the company, valued at $8.89M.

DIMENSIONAL FUND ADVISORS LP is the third largest holder of PHX Minerals. The company owns 1.63M of the company's shares outstanding (worth $5.32M).