Barber Financial Group’s PHX Minerals PHX Stock Holding History

Barber Financial Group’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
2023 Q1	$55K	Hold	21,000	–	–	0.01%	145
2022 Q4	$81.7K	Hold	21,000	–	–	0.02%	136
2022 Q3	$68K	Hold	21,000	–	–	0.02%	127
2022 Q2	$64K	Hold	21,000	–	–	0.01%	142
2022 Q1	$64K	Hold	21,000	–	–	0.01%	154
2021 Q4	$46K	Hold	21,000	–	–	0.01%	159
2021 Q3	$64K	Hold	21,000	–	–	0.01%	160
2021 Q2	$78K	Hold	21,000	–	–	0.01%	152
2021 Q1	$60K	Hold	21,000	–	–	0.01%	145
2020 Q4	$48K	Hold	21,000	–	–	0.01%	135
2020 Q3	$30K	Hold	21,000	–	–	0.01%	129
2020 Q2	$56K	Hold	21,000	–	–	0.01%	120
2020 Q1	$77K	Hold	21,000	–	–	0.02%	109
2019 Q4	$235K	Hold	21,000	–	–	0.05%	132
2019 Q3	$294K	Hold	21,000	–	–	0.06%	106
2019 Q2	$274K	Hold	21,000	–	–	0.06%	111
2019 Q1	$330K	Hold	21,000	–	–	0.06%	100
2018 Q4	$326K	Hold	21,000	–	–	0.07%	99
2018 Q3	$387K	Hold	21,000	–	–	0.09%	88
2018 Q2	$401K	Hold	21,000	–	–	0.12%	83
2018 Q1	$405K	Hold	21,000	–	–	0.11%	85
2017 Q4	$432K	Hold	21,000	–	–	0.11%	74
2017 Q3	$500K	Hold	21,000	–	–	0.14%	61
2017 Q2	$485K	Hold	21,000	–	–	0.16%	47
2017 Q1	$403K	Hold	21,000	–	–	0.14%	52
2016 Q4	$495K	Buy	+21,000	New	+$447K	0.18%	47

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Barber Financial Group's PHX Position: Q1 2023 in Review

Barber Financial Group held its PHX Minerals (PHX) position steady in Q1 2023 at 21,000 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #145.

Barber Financial Group first reported a position in PHX in Q4 2016 and has held it in 26 quarters since. The position peaked at $500K in Q3 2017. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2023.

Barber Financial Group held 21,000 shares of PHX Minerals worth $55K as of Q1 2023.
Barber Financial Group left its PHX Minerals share count unchanged in Q1 2023.
PHX Minerals made up 0.01% of Barber Financial Group's portfolio in Q1 2023, its #145 holding.
Barber Financial Group first reported a position in PHX Minerals in Q4 2016 and has held it in 26 quarters since.
Barber Financial Group's PHX Minerals position peaked at $500K in Q3 2017.
53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.