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PHX Minerals Ownership | Who Owns PHX Minerals?

OverviewForecastRevenueFinancialsChartTranscripts

PHX Minerals Ownership Summary

PHX Minerals is owned by 38.44% institutional investors, 15.43% insiders, and 46.13% retail investors. Blackrock is the largest institutional shareholder, holding 1.05% of PHX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.66% of its assets in PHX Minerals shares.

PHX Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPHX Minerals38.44%15.43%46.13%
SectorEnergy Stocks 42.59%14.73%42.69%
IndustryOil & Gas Exploration & Production Stocks50.17%17.49%32.33%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock378.03K1.05%$1.23M
Susquehanna group, llp173.24K0.48%$692.96K
Royal bank of canada62.24K0.17%$249.00K
Bank of america corp /de/31.17K0.09%$101.62K
Morgan stanley22.48K0.06%$73.28K
Goldman sachs group16.60K0.05%$66.39K
Lpl financial14.64K0.04%$47.71K
Tower research capital llc (trc)652.000.00%$2.61K
Rhumbline advisers600.000.00%$1.96K
Bnp paribas arbitrage, snc168.000.00%$672.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Susquehanna group, llp173.24K0.00%$692.96K
Tower research capital llc (trc)652.000.00%$2.61K
Arrowstreet capital, limited partnership---
Barclays---
Ulland investment advisors---
Chelsea counsel---
Exoduspoint capital management, lp---
Edenbrook capital---
Blackrock378.03K-$1.23M
Cerity partners---

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp173.24K0.00%71.40K
Morgan stanley22.48K-6.02K
Lpl financial14.64K-3.50K
Blackrock378.03K-1.74K
Goldman sachs group16.60K-758.00

Top Sellers

HolderShares% AssetsChange
Edenbrook capital---3.61M
Dimensional fund advisors lp---1.85M
Punch & associates investment management---1.58M
Vanguard group---1.43M
Rbf capital---569.86K

New Positions

HolderShares% AssetsChangeValue
Bnp paribas arbitrage, snc168.00-168.00$672.00
Citadel advisors26.00-26.00$85.00

Sold Out

HolderChange
Jpmorgan chase-40.00
Creative financial designs inc /adv-100.00
Reuter james wealth management-200.00
Advisor group-300.00
Chelsea counsel-340.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20256310.53%13,960,518-0.49%382.58%3421.43%12-20.00%
Dec 31, 202426-53.57%3,198,780-76.20%80.63%11-47.62%6-62.50%
Sep 30, 202456-13,438,062-2.49%372.55%21-16.00%1623.08%
Jun 30, 2024551.85%13,780,5971.24%38-2441.18%13-38.10%
Mar 31, 202454-12.90%13,611,315-2.67%--17-45.16%2140.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.01M2.66%-
Vanguard US Total Market Shares ETF1.01M2.66%-
Ancora/Thelen Small Cap Core462.14K1.22%-6.12K
Vanguard Institutional Extnd Mkt Idx Tr398.83K1.05%-
DFA US Small Cap Value I392.50K1.03%-2.77K
DFA US Targeted Value I265.06K0.70%2.75K
Russell Inv Small Cap Fund B222.51K0.59%-17.69K
Russell Inv Small Cap Fund F213.83K0.59%-
Russell Inv Small Cap213.83K0.56%-
Dimensional US Targeted Value ETF211.78K0.56%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 09, 2024D'Amico Raphael SVP - CFOBuy$9.90K
May 23, 2024D'Amico Raphael SVP - CFOBuy$1.01K
May 23, 2024D'Amico Raphael SVP - CFOBuy$9.01K
May 23, 2024True Chad Principal Accounting OfficerBuy$1.65K
May 23, 2024True Chad Principal Accounting OfficerBuy$3.27K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q31-
2024 Q25-

PHX Ownership FAQ

Who Owns PHX Minerals?

PHX Minerals shareholders are primarily institutional investors at 38.44%, followed by 15.43% insiders and 46.13% retail investors. The average institutional ownership in PHX Minerals's industry, Oil & Gas Exploration & Production Stocks, is 50.17%, which PHX Minerals falls below.

Who owns the most shares of PHX Minerals?

PHX Minerals’s largest shareholders are Blackrock (378.03K shares, 1.05%), Susquehanna group, llp (173.24K shares, 0.48%), and Royal bank of canada (62.24K shares, 0.17%). Together, they hold 1.70% of PHX Minerals’s total shares outstanding.

Does Blackrock own PHX Minerals?

Yes, BlackRock owns 1.05% of PHX Minerals, totaling 378.03K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.23M$. In the last quarter, BlackRock increased its holdings by 1.74K shares, a 0.46% change.

Who is PHX Minerals’s biggest shareholder by percentage of total assets invested?

Susquehanna group, llp is PHX Minerals’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 173.24K PHX Minerals shares, valued at 692.96K$.

Who is the top mutual fund holder of PHX Minerals shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of PHX Minerals shares, with 2.66% of its total shares outstanding invested in 1.01M PHX Minerals shares.

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