BF
PHX

BOK Financial’s PHX Minerals PHX Stock Holding History

BOK Financial’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
Q4 		– Sell
-200
Closed -$692 – 1301
2023
Q3 		$692 Hold
200
– – ﹤0.01% 1102
2023
Q2 		$624 Hold
200
– – ﹤0.01% 1046
2023
Q1 		$524 Buy
+200
New +$636 ﹤0.01% 1144
2013
Q3 		– Sell
-15,000
Closed -$214K – 845
2013
Q2 		$214K Buy
+15,000
New +$215K 0.01% 753

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

BOK Financial's PHX Position: Q4 2023 in Review

BOK Financial sold out of PHX Minerals (PHX) in Q4 2023, closing a stake of 200 shares — an estimated $692 sold.

BOK Financial first reported a position in PHX in Q2 2013 and held it in 4 quarters. The position peaked at $214K in Q2 2013. 60 funds tracked by Wall St. Rank hold PHX as of Q4 2023.

  • BOK Financial reported no remaining PHX Minerals position as of Q4 2023 after selling out during the quarter.
  • BOK Financial sold 200 PHX Minerals shares in Q4 2023, an estimated $692.
  • BOK Financial first reported a position in PHX Minerals in Q2 2013 and held it in 4 quarters.
  • BOK Financial's PHX Minerals position peaked at $214K in Q2 2013.
  • 60 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.