Alan W. Weber’s PHX Minerals PHX Stock Holding History

Alan W. Weber’s Portfolio PHX Stock Details PHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-14,436	Closed	-$21K	–	85
2020 Q3	$21K	Hold	14,436	–	–	0.01%	79
2020 Q2	$39K	Hold	14,436	–	–	0.02%	82
2020 Q1	$53K	Hold	14,436	–	–	0.04%	81
2019 Q4	$162K	Hold	14,436	–	–	0.07%	72
2019 Q3	$202K	Hold	14,436	–	–	0.09%	69
2019 Q2	$188K	Hold	14,436	–	–	0.07%	67
2019 Q1	$227K	Hold	14,436	–	–	0.1%	63
2018 Q4	$224K	Hold	14,436	–	–	0.11%	61
2018 Q3	$266K	Hold	14,436	–	–	0.1%	60
2018 Q2	$276K	Hold	14,436	–	–	0.11%	58
2018 Q1	$279K	Hold	14,436	–	–	0.13%	56
2017 Q4	$297K	Hold	14,436	–	–	0.13%	56
2017 Q3	$344K	Hold	14,436	–	–	0.16%	53
2017 Q2	$333K	Hold	14,436	–	–	0.18%	51
2017 Q1	$277K	Hold	14,436	–	–	0.16%	54
2016 Q4	$340K	Hold	14,436	–	–	0.21%	48
2016 Q3	$253K	Hold	14,436	–	–	0.16%	49
2016 Q2	$241K	Hold	14,436	–	–	0.17%	46
2016 Q1	$250K	Hold	14,436	–	–	0.21%	42
2015 Q4	$233K	Hold	14,436	–	–	0.19%	39
2015 Q3	$233K	Hold	14,436	–	–	0.21%	41
2015 Q2	$299K	Hold	14,436	–	–	0.26%	36
2015 Q1	$286K	Hold	14,436	–	–	0.24%	34
2014 Q4	$336K	Buy	+14,436	New	+$304K	0.29%	33

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $496M AUM 53.85% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alan W. Weber's PHX Position: Q4 2020 in Review

Alan W. Weber sold out of PHX Minerals (PHX) in Q4 2020, closing a stake of 14,436 shares — an estimated $21K sold.

Alan W. Weber first reported a position in PHX in Q4 2014 and held it in 24 quarters. The position peaked at $344K in Q3 2017. 40 funds tracked by Wall St. Rank hold PHX as of Q4 2020.

Alan W. Weber reported no remaining PHX Minerals position as of Q4 2020 after selling out during the quarter.
Alan W. Weber sold 14,436 PHX Minerals shares in Q4 2020, an estimated $21K.
Alan W. Weber first reported a position in PHX Minerals in Q4 2014 and held it in 24 quarters.
Alan W. Weber's PHX Minerals position peaked at $344K in Q3 2017.
40 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2020.

Based on Alan W. Weber's 13F filing for Q4 2020, filed 16 Feb 2021.