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
-9,100
Closed -$36.4K – 15322
2024
Q4 		$36.4K Buy
9,100
+5,200
+133% +$19.1K ﹤0.01% 12697
2024
Q3 		$13.2K Sell
3,900
-300
-7% -$998 ﹤0.01% 13071
2024
Q2 		$13.7K Buy
+4,200
New +$13.8K ﹤0.01% 12929
2023
Q3 		– Sell
-29,700
Closed -$92.7K – 14893
2023
Q2 		$92.7K Sell
29,700
-900
-3% -$2.56K ﹤0.01% 11053
2023
Q1 		$80.2K Sell
30,600
-7,600
-20% -$24.2K ﹤0.01% 11556
2022
Q4 		$149K Buy
+38,200
New +$143K ﹤0.01% 10622
2022
Q2 		– Sell
-33,300
Closed -$102K – 13803
2022
Q1 		$102K Buy
33,300
+14,100
+73% +$35.9K ﹤0.01% 12264
2021
Q4 		$42K Sell
19,200
-28,200
-59% -$79.7K ﹤0.01% 13342
2021
Q3 		$145K Sell
47,400
-13,700
-22% -$40.3K ﹤0.01% 12418
2021
Q2 		$227K Sell
61,100
-10,500
-15% -$31.9K ﹤0.01% 11888
2021
Q1 		$205K Buy
71,600
+51,700
+260% +$158K ﹤0.01% 11647
2020
Q4 		$46K Buy
+19,900
New +$36.1K ﹤0.01% 10588
2015
Q4 		– Sell
-7,900
Closed -$128K – 9074
2015
Q3 		$128K Buy
+7,900
New +$140K ﹤0.01% 6698
2015
Q2 		– Sell
-3,900
Closed -$77K – 8986
2015
Q1 		$77K Buy
+3,900
New +$81.2K ﹤0.01% 7067

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.