Bank of America’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
-29,791
Closed -$118K 8605
2025
Q1
$118K Sell
29,791
-5,845
-16% -$23.3K ﹤0.01% 6425
2024
Q4
$143K Buy
35,636
+4,465
+14% +$16.4K ﹤0.01% 6257
2024
Q3
$105K Hold
31,171
﹤0.01% 6303
2024
Q2
$102K Sell
31,171
-1,935
-6% -$6.38K ﹤0.01% 6247
2024
Q1
$113K Sell
33,106
-1,208
-4% -$3.77K ﹤0.01% 6186
2023
Q4
$110K Buy
34,314
+3,143
+10% +$10.8K ﹤0.01% 6338
2023
Q3
$113K Hold
31,171
﹤0.01% 6200
2023
Q2
$97.3K Hold
31,171
﹤0.01% 6216
2023
Q1
$81.7K Buy
31,171
+31,139
+97,309% +$99K ﹤0.01% 6326
2022
Q4
$124 Buy
32
+31
+3,100% +$116 ﹤0.01% 7631
2022
Q3
$0 Hold
1
﹤0.01% 8101
2022
Q2
$0 Hold
1
﹤0.01% 8288
2022
Q1
$0 Hold
1
﹤0.01% 8639
2021
Q4
$0 Sell
1
-3,693
-100% -$10.4K ﹤0.01% 8539
2021
Q3
$12K Buy
3,694
+2,087
+130% +$6.13K ﹤0.01% 7526
2021
Q2
$6K Sell
1,607
-20
-1% -$61 ﹤0.01% 7401
2021
Q1
$5K Buy
1,627
+33
+2% +$101 ﹤0.01% 7126
2020
Q4
$4K Buy
1,594
+1,500
+1,596% +$2.72K ﹤0.01% 6860
2020
Q3
$0 Sell
94
-10,830
-99% -$23.2K ﹤0.01% 7110
2020
Q2
$29K Buy
10,924
+975
+10% +$3.64K ﹤0.01% 6166
2020
Q1
$37K Sell
9,949
-1,309
-12% -$8.73K ﹤0.01% 5979
2019
Q4
$126K Buy
11,258
+2
+0% +$26 ﹤0.01% 5890
2019
Q3
$157K Buy
11,256
+1,855
+20% +$22.7K ﹤0.01% 5799
2019
Q2
$123K Buy
9,401
+4,074
+76% +$58.3K ﹤0.01% 5895
2019
Q1
$84K Sell
5,327
-5,376
-50% -$85.7K ﹤0.01% 5968
2018
Q4
$166K Buy
10,703
+3,466
+48% +$58.8K ﹤0.01% 5640
2018
Q3
$134K Buy
7,237
+1,426
+25% +$27.6K ﹤0.01% 5725
2018
Q2
$111K Buy
5,811
+2,984
+106% +$59.8K ﹤0.01% 5747
2018
Q1
$54K Buy
2,827
+328
+13% +$6.49K ﹤0.01% 6010
2017
Q4
$51K Buy
2,499
+1,278
+105% +$28.5K ﹤0.01% 6060
2017
Q3
$29K Buy
1,221
+827
+210% +$18.4K ﹤0.01% 6148
2017
Q2
$9K Sell
394
-2,471
-86% -$50.3K ﹤0.01% 6457
2017
Q1
$55K Buy
2,865
+607
+27% +$12.5K ﹤0.01% 5889
2016
Q4
$53K Buy
2,258
+1,356
+150% +$28.8K ﹤0.01% 5901
2016
Q3
$16K Sell
902
-338
-27% -$5.71K ﹤0.01% 6218
2016
Q2
$21K Buy
1,240
+930
+300% +$15.6K ﹤0.01% 6228
2016
Q1
$6K Sell
310
-1,090
-78% -$16.8K ﹤0.01% 6527
2015
Q4
$22K Buy
1,400
+373
+36% +$6.6K ﹤0.01% 6390
2015
Q3
$16K Sell
1,027
-145
-12% -$2.57K ﹤0.01% 6395
2015
Q2
$25K Sell
1,172
-867
-43% -$18.5K ﹤0.01% 6248
2015
Q1
$41K Sell
2,039
-626
-23% -$13K ﹤0.01% 5751
2014
Q4
$62K Sell
2,665
-333
-11% -$7.02K ﹤0.01% 6206
2014
Q3
$90K Sell
2,998
-2,198
-42% -$67.6K ﹤0.01% 6089
2014
Q2
$146K Buy
5,196
+1,264
+32% +$31.9K ﹤0.01% 5820
2014
Q1
$86K Sell
3,932
-3,282
-45% -$63.7K ﹤0.01% 6095
2013
Q4
$121K Buy
7,214
+3,010
+72% +$47.8K ﹤0.01% 5983
2013
Q3
$59K Sell
4,204
-9,080
-68% -$136K ﹤0.01% 6322
2013
Q2
$189K Buy
+13,284
New +$191K ﹤0.01% 5671

Bank of America's PHX Position: Q2 2025 in Review

Bank of America sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 29,791 shares — an estimated $118K sold.

Bank of America first reported a position in PHX in Q2 2013 and held it in 48 quarters. The position peaked at $189K in Q2 2013. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Bank of America reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Bank of America sold 29,791 PHX Minerals shares in Q2 2025, an estimated $118K.
  • Bank of America first reported a position in PHX Minerals in Q2 2013 and held it in 48 quarters.
  • Bank of America's PHX Minerals position peaked at $189K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.