Citadel Advisors
PHX

Citadel Advisors’s PHX Minerals PHX Stock Holding History

Citadel Advisors’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
Q1 		– Sell
-23,089
Closed -$92.4K – 15323
2024
Q4 		$92.4K Buy
23,089
+19,989
+645% +$73.5K ﹤0.01% 11597
2024
Q3 		$10.5K Buy
3,100
+3,074
+11,823% +$10.2K ﹤0.01% 13203
2024
Q2 		$85 Buy
+26
New +$86 ﹤0.01% 14100
2023
Q3 		– Sell
-11
Closed -$34 – 14894
2023
Q2 		$34 Sell
11
-118
-91% -$335 ﹤0.01% 14239
2023
Q1 		$338 Sell
129
-233,096
-100% -$741K ﹤0.01% 14517
2022
Q4 		$907K Buy
233,225
+124,322
+114% +$467K ﹤0.01% 6993
2022
Q3 		$353K Sell
108,903
-111,982
-51% -$361K ﹤0.01% 9215
2022
Q2 		$671K Buy
220,885
+207,648
+1,569% +$728K ﹤0.01% 7988
2022
Q1 		$40K Sell
13,237
-6,225
-32% -$15.9K ﹤0.01% 12934
2021
Q4 		$43K Sell
19,462
-2,236
-10% -$6.32K ﹤0.01% 13327
2021
Q3 		$66K Sell
21,698
-58,674
-73% -$172K ﹤0.01% 13199
2021
Q2 		$299K Buy
+80,372
New +$244K ﹤0.01% 11286
2020
Q2 		– Sell
-18,072
Closed -$66K – 10330
2020
Q1 		$66K Buy
+18,072
New +$121K ﹤0.01% 8896
2015
Q2 		– Sell
-26,891
Closed -$533K – 8987
2015
Q1 		$533K Buy
+26,891
New +$560K ﹤0.01% 4799
2014
Q3 		– Sell
-24,834
Closed -$696K – 8331
2014
Q2 		$696K Sell
24,834
-2,020
-8% -$51K ﹤0.01% 3950
2014
Q1 		$585K Buy
+26,854
New +$521K ﹤0.01% 4124

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Dimensional Fund Advisors
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
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors's PHX Position: Q1 2025 in Review

Citadel Advisors sold out of PHX Minerals (PHX) in Q1 2025, closing a stake of 23,089 shares — an estimated $92.4K sold.

Citadel Advisors first reported a position in PHX in Q1 2014 and held it in 16 quarters. The position peaked at $907K in Q4 2022. 65 funds tracked by Wall St. Rank hold PHX as of Q1 2025.

  • Citadel Advisors reported no remaining PHX Minerals position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 23,089 PHX Minerals shares in Q1 2025, an estimated $92.4K.
  • Citadel Advisors first reported a position in PHX Minerals in Q1 2014 and held it in 16 quarters.
  • Citadel Advisors's PHX Minerals position peaked at $907K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.