PHX Minerals Inc (PHX) Ownership

4.35 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Edenbrook Capital LLC is the biggest individual institutional holder of PHX Minerals Inc (PHX), owning a total of 3.6 million shares. Combined, the top 47 institutional holders of PHX own 42.39% of the company with a total of 16 million shares.

In the latest ownership report on March 31st 2025, the top 47 institutional holders decreased their combined ownership of PHX by 271 thousand shares. 14 institutions bought 734,928 total additional shares and increased their ownership by an average of 21.52%. However 7 institutions sold 1,005,524 total shares and decreased their ownership by an average of 20.13%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of PHX Minerals decreased by a net total of -270,596 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Edenbrook Capital LLC9.509%0.785%3,606,08528,0752025-03-31
Dimensional Fund Advisors, Inc.4.873%1.862%1,847,83733,7772025-03-31
Punch & Associates Inv Mgmt Inc4.172%-35.257%1,582,234-861,6502025-03-31
Vanguard Group Inc3.777%0.000%1,432,31402025-03-31
RBF LLC1.503%0.000%569,86002025-03-31
Ancora Advisors LLC1.227%-1.297%465,427-6,1172025-03-31
Acadian Asset Management LLC1.227%3.466%465,38915,5912025-03-31
Bridgeway Capital Management, LLC1.122%3.392%425,40013,9562025-03-31
BlackRock Inc1.112%3.407%421,65813,8912025-03-31
Millennium Management LLC1.016%0.000%385,160385,1602025-03-31
Geode Capital Management, LLC0.800%2.715%303,5248,0232025-03-31
Truffle Hound Capital, LLC0.765%0.000%290,00002025-03-31
Susquehanna International Group, LLP0.631%38.203%239,42266,1832025-03-31
Bank of New York Mellon Corp0.600%-2.688%227,678-6,2892025-03-31
Empowered Funds, LLC0.381%6.922%144,5209,3562025-03-31
Jane Street Group LLC0.316%165.331%119,82974,6672025-03-31
Wells Fargo & Co0.301%-1.250%114,121-1,4442025-03-31
State Street Corp0.266%1.052%100,8561,0502025-03-31
Morgan Stanley - Brokerage Accounts0.248%-36.149%93,916-53,1702025-03-31
Arrowstreet Capital Limited Partnership0.193%39.260%73,30220,6652025-03-31
Northern Trust Corp0.186%-5.165%70,416-3,8352025-03-31
Royal Bank of Canada0.164%0.000%62,24202025-03-31
Requisite Capital Management, LLC0.160%0.000%58,57802025-03-31
Squarepoint Ops LLC0.137%0.000%51,76651,7662025-03-31
Qube Research & Technologies0.133%-59.085%50,564-73,0192025-03-31
Schonfeld Strategic Advisors LLC0.130%34.885%49,36812,7682025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Edenbrook Capital LLC9.509%0.785%3,606,08528,0752025-03-31
Dimensional Fund Advisors, Inc.4.873%1.862%1,847,83733,7772025-03-31
Punch & Associates Inv Mgmt Inc4.172%-35.257%1,582,234-861,6502025-03-31
Vanguard Group Inc3.777%0.000%1,432,31402025-03-31
RBF LLC1.503%0.000%569,86002025-03-31
Ancora Advisors LLC1.227%-1.297%465,427-6,1172025-03-31
Acadian Asset Management LLC1.227%3.466%465,38915,5912025-03-31
Bridgeway Capital Management, LLC1.122%3.392%425,40013,9562025-03-31
BlackRock Inc1.112%3.407%421,65813,8912025-03-31
Millennium Management LLC1.016%0.000%385,160385,1602025-03-31
Cooperman Leon G0.866%3,388.360%312,208303,2582024-06-30
Geode Capital Management, LLC0.800%2.715%303,5248,0232025-03-31
Truffle Hound Capital, LLC0.765%0.000%290,00002025-03-31
Invenomic Capital Management, LP0.739%-4.243%276,700-12,2592023-12-31
Susquehanna International Group, LLP0.631%38.203%239,42266,1832025-03-31
Citadel Advisors Llc0.653%114.159%233,225124,3222022-12-31
Bank of New York Mellon Corp0.600%-2.688%227,678-6,2892025-03-31
Two Sigma Investments LLC0.576%26.929%213,11745,2152022-12-31
Intrinsic Edge Capital Management, LLC0.420%0.000%150,000150,0002022-12-31
Empowered Funds, LLC0.381%6.922%144,5209,3562025-03-31
Robotti Robert0.354%0.000%129,05902022-09-30
Manatuck Hill Partners LLC0.338%0.000%125,000125,0002022-12-31
HighTower Advisors, LLC0.347%-0.210%124,815-2622023-12-31
GSA Capital Partners LLP0.328%683.961%121,216105,7542023-09-30
Two Sigma Advisers, LLC0.338%-64.255%120,700-216,9672023-03-31
Jane Street Group LLC0.316%165.331%119,82974,6672025-03-31
Wells Fargo & Co0.301%-1.250%114,121-1,4442025-03-31
Marshall Wace Asset Management Ltd0.307%-44.496%111,872-89,6832022-09-30
Renaissance Technologies Corp0.297%-54.810%110,032-133,4532023-06-30
Perritt Capital Management Inc.0.283%0.000%106,00002024-03-31
State Street Corp0.266%1.052%100,8561,0502025-03-31
State Street Corporation0.251%0.000%94,10602024-03-31
Morgan Stanley - Brokerage Accounts0.248%-36.149%93,916-53,1702025-03-31
Citigroup Inc0.226%1,522.260%84,66679,4472023-12-31
Connor Clark & Lunn Inv Mgmt Ltd0.226%-10.448%83,461-9,7372023-09-30
Stifel Financial Corp0.215%-27.543%77,550-29,4792024-06-30
Mesirow Fin Investmt Mgmt Intl Equity0.206%0.000%74,26002023-12-31
Arrowstreet Capital Limited Partnership0.193%39.260%73,30220,6652025-03-31
Northern Trust Corp0.186%-5.165%70,416-3,8352025-03-31
Royal Bank of Canada0.164%0.000%62,24202025-03-31
JANE STREET GROUP, LLC0.166%0.000%61,98061,9802023-12-31
O'Shaughnessy Asset Management LLC0.169%-1.289%60,745-7932024-06-30
Requisite Capital Management, LLC0.160%0.000%58,57802025-03-31
American Century Companies Inc0.140%0.000%52,62202024-06-30
Squarepoint Ops LLC0.137%0.000%51,76651,7662025-03-31
Qube Research & Technologies0.133%-59.085%50,564-73,0192025-03-31
Schonfeld Strategic Advisors LLC0.130%34.885%49,36812,7682025-03-31

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of PHX Minerals Inc (PHX), owning a total of 1 million shares. Combined, the top 51 mutual fund holders of PHX own 22.39% of the company with a total of 8.4 million shares.

In the latest ownership report on May 31st 2025, the top 51 fund holders increased their combined ownership of PHX by 20 thousand shares. 2 funds bought 3,090 total additional shares and increased their ownership by an average of 1.03%. However 6 funds sold 23,458 total shares and decreased their ownership by an average of 9.69%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding PHX Minerals decreased by a net total of -20,368 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.663%0.000%1,009,74802025-05-31
Vanguard Institutional Extnd Mkt Idx Tr1.052%0.000%398,83402025-05-31
DFA US Small Cap Value I1.035%-0.700%392,498-2,7652025-05-31
DFA US Targeted Value I0.699%1.050%265,0592,7532025-05-31
DFA US Small Cap I0.427%-1.483%161,819-2,4362025-05-31
Fidelity Extended Market Index0.417%-0.445%157,940-7062025-05-31
DFA US Micro Cap I0.399%0.000%151,24402025-05-31
iShares Micro-Cap ETF0.190%0.000%72,17602025-05-31
DFA US Core Equity 2 I0.166%0.000%62,83302025-05-31
Fidelity Total Market Index0.146%0.000%55,39802025-05-31
DFA US Core Equity 1 I0.139%-8.245%52,648-4,7312025-05-31
Fidelity Series Total Market Index0.100%-7.343%37,894-3,0032025-05-31
Dimensional Global Trgtd Value USD Acc0.097%0.000%36,80002025-05-31
Spartan Extended Market Index Pool F0.089%1.004%33,9103372025-05-31
Spartan Total Market Index Pool G0.047%0.000%17,76702025-05-31
Dimensional VA US Targeted Value0.040%0.000%15,00702025-05-31
DFA US Vector Equity I0.039%-39.902%14,786-9,8172025-05-31
1290 VT Micro Cap K0.018%0.000%6,88202025-05-31
DFA US Vector Equity Class F0.010%0.000%3,89502025-05-31
DFA US Core Equity Class F0.010%0.000%3,67902025-05-31
Dimensional International Core Eq Acc0.009%0.000%3,43802025-05-31
JHVIT Small Cap Opportunities I0.002%0.000%55702025-05-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF2.663%0.000%1,009,74802024-09-30
Vanguard Total Stock Mkt Idx Inv2.663%0.000%1,009,74802025-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.729%21.395%1,009,748177,9582023-03-31
Ancora/Thelen Small Cap Core1.219%-1.306%462,137-6,1172025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.052%0.000%398,83402025-05-31
DFA US Small Cap Value I1.035%-0.700%392,498-2,7652025-05-31
Vanguard Extended Market Index Investor1.060%0.000%392,29902023-08-31
DFA US Targeted Value I0.699%1.050%265,0592,7532025-05-31
Russell Inv Small Cap Fund B0.594%-7.365%222,510-17,6902024-11-30
Russell Inv Small Cap0.564%0.000%213,82702025-03-31
Russell Inv Small Cap Fund F0.564%0.000%213,82702025-04-30
Dimensional US Targeted Value ETF0.559%0.000%211,78102025-05-30
WisdomTree US SmallCap Dividend ETF0.521%-0.171%197,472-3382025-05-30
Invenomic Institutional0.459%-6.311%171,952-11,5832024-01-31
DFA US Small Cap I0.427%-1.483%161,819-2,4362025-05-31
Fidelity Extended Market Index0.417%-0.445%157,940-7062025-05-31
EA Bridgeway Omni Small-Cap Value ETF0.400%-0.038%151,755-572025-05-30
DFA US Micro Cap I0.399%0.000%151,24402025-05-31
Fidelity® Extended Market Index0.384%0.000%142,08302023-11-30
Bridgeway Omni Small-Cap Value0.342%0.000%129,80002025-03-31
Bridgeway Omni Small-Cap Value N0.342%0.000%129,80002025-03-31
Bridgeway Ultra-Small Company Market0.317%0.000%120,20002025-03-31
Dimensional US Small Cap Value ETF0.315%0.000%119,30802025-05-30
Dimensional US Small Cap ETF0.281%0.000%106,52802025-05-30
Auer Growth0.247%0.000%90,00002023-01-31
Perritt MicroCap Opportunities Investor0.200%0.000%75,00002024-03-31
iShares Micro-Cap ETF0.190%0.000%72,17602025-05-31
DFA US Core Equity 2 I0.166%0.000%62,83302025-05-31
RBC Microcap Value I0.164%0.000%62,00002025-03-31
Dimensional US Core Equity 2 ETF0.159%0.000%60,21902025-05-30
Fidelity Total Market Index0.146%0.000%55,39802025-05-31
DFA US Core Equity 1 I0.139%-8.245%52,648-4,7312025-05-31
Avantis® U.S. Small Cap Value ETF0.142%0.000%52,59402023-06-30
Fidelity® Series Total Market Index0.108%0.000%39,24502022-12-31
Fidelity Series Total Market Index0.100%-7.343%37,894-3,0032025-05-31
Dimensional Global Trgtd Value USD Acc0.097%0.000%36,80002025-05-31
Fidelity® Total Market Index0.100%0.000%35,58002022-10-31
Spartan Extended Market Index Pool F0.089%1.004%33,9103372025-05-31
Northern Trust Extended Eq Market Idx0.080%0.000%30,35602025-03-31
Bridgeway Ultra-Small Company0.060%0.000%22,88002025-03-31
Spartan Total Market Index Pool G0.047%0.000%17,76702025-05-31
Dimensional VA US Targeted Value0.040%0.000%15,00702025-05-31
DFA US Vector Equity I0.039%-39.902%14,786-9,8172025-05-31
NT Ext Eq Mkt Indx Fd DC Lend T30.019%0.000%7,2337,2332024-12-31
1290 VT Micro Cap K0.018%0.000%6,88202025-05-31
DFA US Vector Equity Class F0.010%0.000%3,89502025-05-31
DFA US Core Equity Class F0.010%0.000%3,67902025-05-31
SSgA U.S. Total Market Index Strategy0.009%-25.550%3,488-1,1972025-03-31
Dimensional International Core Eq Acc0.009%0.000%3,43802025-05-31
AZL® DFA US Core Equity0.004%0.000%1,40102025-03-31
JHVIT Small Cap Opportunities I0.002%0.000%55702025-05-31

Discussions

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beardedstocks1/16/25 01:43am

$PHX If options never existed
what do you think this stock would be trading at?

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4texin1/14/25 08:22pm

$PHX had to buy calls

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foreverbullish12/22/23 09:42am

$PHX used to this fuckery!! Not leaving no chance !

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