Empowered Funds’s PHX Minerals PHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-144,520
Closed -$571K 1824
2025
Q1
$571K Buy
144,520
+9,356
+7% +$37.2K 0.01% 1172
2024
Q4
$541K Buy
135,164
+6,320
+5% +$23.2K 0.01% 1153
2024
Q3
$435K Buy
128,844
+6,566
+5% +$21.8K 0.01% 1131
2024
Q2
$399K Buy
122,278
+8,820
+8% +$29.1K 0.01% 1119
2024
Q1
$387K Buy
113,458
+8,575
+8% +$26.8K 0.01% 1138
2023
Q4
$338K Buy
104,883
+9,408
+10% +$32.3K 0.01% 1083
2023
Q3
$348K Buy
95,475
+7,742
+9% +$26K 0.01% 1025
2023
Q2
$274K Buy
+87,733
New +$249K 0.01% 993

Empowered Funds's PHX Position: Q2 2025 in Review

Empowered Funds sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 144,520 shares — an estimated $571K sold.

Empowered Funds first reported a position in PHX in Q2 2023 and held it in 8 quarters. The position peaked at $571K in Q1 2025. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Empowered Funds reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Empowered Funds sold 144,520 PHX Minerals shares in Q2 2025, an estimated $571K.
  • Empowered Funds first reported a position in PHX Minerals in Q2 2023 and held it in 8 quarters.
  • Empowered Funds's PHX Minerals position peaked at $571K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.