Cerity Partners’s PHX Minerals PHX Stock Holding History

Cerity Partners’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
2025 Q2	–	Sell	-24,582	Closed	-$97.1K	–	2729
2025 Q1	$97.1K	Buy	24,582 +3	+0%	+$12	﹤0.01%	2326
2024 Q4	$92.8K	Sell	24,579 -8,943	-27%	-$32.9K	﹤0.01%	2339
2024 Q3	$113K	Buy	33,522 +8,949	+36%	+$29.8K	﹤0.01%	2415
2024 Q2	$80.1K	Sell	24,573 -8,942	-27%	-$29.5K	﹤0.01%	2136
2024 Q1	$114K	Buy	33,515 +8,946	+36%	+$27.9K	﹤0.01%	2192
2023 Q4	$79.1K	Buy	+24,569	New	+$84.3K	﹤0.01%	1796
2023 Q3	–	Sell	-24,565	Closed	-$76.6K	–	1637
2023 Q2	$76.6K	Sell	24,565 -15,128	-38%	-$43K	﹤0.01%	1558
2023 Q1	$104K	Buy	+39,693	New	+$126K	﹤0.01%	1771

Cerity Partners's PHX Position: Q2 2025 in Review

Cerity Partners sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 24,582 shares — an estimated $97.1K sold.

Cerity Partners first reported a position in PHX in Q1 2023 and held it in 8 quarters. The position peaked at $114K in Q1 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

Cerity Partners reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 24,582 PHX Minerals shares in Q2 2025, an estimated $97.1K.
Cerity Partners first reported a position in PHX Minerals in Q1 2023 and held it in 8 quarters.
Cerity Partners's PHX Minerals position peaked at $114K in Q1 2024.
0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.