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.