Ancora Advisors’s PHX Minerals PHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-465,427
Closed -$1.84M 2025
2025
Q1
$1.84M Sell
465,427
-6,117
-1% -$24.3K 0.04% 292
2024
Q4
$1.89M Sell
471,544
-23,300
-5% -$85.7K 0.04% 290
2024
Q3
$1.67M Sell
494,844
-11,150
-2% -$37.1K 0.04% 303
2024
Q2
$1.65M Buy
505,994
+14,576
+3% +$48K 0.04% 299
2024
Q1
$1.68M Buy
491,418
+169,470
+53% +$529K 0.04% 303
2023
Q4
$1.04M Hold
321,948
0.02% 373
2023
Q3
$1.17M Buy
321,948
+4,728
+1% +$15.9K 0.03% 333
2023
Q2
$990K Buy
317,220
+56,880
+22% +$162K 0.03% 353
2023
Q1
$682K Buy
+260,340
New +$828K 0.02% 408

Ancora Advisors's PHX Position: Q2 2025 in Review

Ancora Advisors sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 465,427 shares — an estimated $1.84M sold.

Ancora Advisors first reported a position in PHX in Q1 2023 and held it in 9 quarters. The position peaked at $1.89M in Q4 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Ancora Advisors reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Ancora Advisors sold 465,427 PHX Minerals shares in Q2 2025, an estimated $1.84M.
  • Ancora Advisors first reported a position in PHX Minerals in Q1 2023 and held it in 9 quarters.
  • Ancora Advisors's PHX Minerals position peaked at $1.89M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.