CFD
PHX

Creative Financial Designs’s PHX Minerals PHX Stock Holding History

Creative Financial Designs’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
2024
Q4 		– Sell
-100
Closed -$338 – 1828
2024
Q3 		$338 Hold
100
– – ﹤0.01% 1636
2024
Q2 		$326 Hold
100
– – ﹤0.01% 1594
2024
Q1 		$341 Hold
100
– – ﹤0.01% 1610
2023
Q4 		$322 Buy
+100
New +$343 ﹤0.01% 1554

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's PHX Position: Q4 2024 in Review

Creative Financial Designs sold out of PHX Minerals (PHX) in Q4 2024, closing a stake of 100 shares — an estimated $338 sold.

Creative Financial Designs first reported a position in PHX in Q4 2023 and held it in 4 quarters. The position peaked at $341 in Q1 2024. 56 funds tracked by Wall St. Rank hold PHX as of Q4 2024.

  • Creative Financial Designs reported no remaining PHX Minerals position as of Q4 2024 after selling out during the quarter.
  • Creative Financial Designs sold 100 PHX Minerals shares in Q4 2024, an estimated $338.
  • Creative Financial Designs first reported a position in PHX Minerals in Q4 2023 and held it in 4 quarters.
  • Creative Financial Designs's PHX Minerals position peaked at $341 in Q1 2024.
  • 56 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.