Aventail Capital Group’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
-42,300
Closed -$167K 141
2025
Q1
$167K Buy
+42,300
New +$168K 0.01% 128

Aventail Capital Group's PHX Position: Q2 2025 in Review

Aventail Capital Group sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 42,300 shares — an estimated $167K sold.

Aventail Capital Group first reported a position in PHX in Q1 2025 and held it in 1 quarter. The position peaked at $167K in Q1 2025. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Aventail Capital Group reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Aventail Capital Group sold 42,300 PHX Minerals shares in Q2 2025, an estimated $167K.
  • Aventail Capital Group first reported a position in PHX Minerals in Q1 2025 and held it in 1 quarter.
  • Aventail Capital Group's PHX Minerals position peaked at $167K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Aventail Capital Group's 13F filing for Q2 2025, filed 14 Aug 2025.