Fidelity Investments’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
-1
Closed -$4 5454
2025
Q1
$4 Buy
+1
New +$4 ﹤0.01% 5265
2024
Q2
Sell
-614
Closed -$2.09K 5574
2024
Q1
$2.09K Buy
+614
New +$1.92K ﹤0.01% 4692
2020
Q3
Sell
-1
Closed 3919
2020
Q2
$0 Buy
+1
New +$4 ﹤0.01% 4032

Fidelity Investments's PHX Position: Q2 2025 in Review

Fidelity Investments sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 1 share — an estimated $4 sold.

Fidelity Investments first reported a position in PHX in Q2 2020 and held it in 3 quarters. The position peaked at $2.09K in Q1 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Fidelity Investments reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 PHX Minerals share in Q2 2025, an estimated $4.
  • Fidelity Investments first reported a position in PHX Minerals in Q2 2020 and held it in 3 quarters.
  • Fidelity Investments's PHX Minerals position peaked at $2.09K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.