FCMT
PHX

Founders Capital Management (Texas)’s PHX Minerals PHX Stock Holding History

Founders Capital Management (Texas)’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
-8,000
Closed -$27K – 385
2024
Q3 		$27K Hold
8,000
– – 0.02% 199
2024
Q2 		$26.1K Hold
8,000
– – 0.02% 208
2024
Q1 		$27.3K Hold
8,000
– – 0.02% 191
2023
Q4 		$25.8K Hold
8,000
– – 0.02% 206
2023
Q3 		$29.1K Hold
8,000
– – 0.02% 189
2023
Q2 		$25K Hold
8,000
– – 0.02% 210
2023
Q1 		$21K Hold
8,000
– – 0.02% 229
2022
Q4 		$31K Hold
8,000
– – 0.02% 177
2022
Q3 		$26K Buy
8,000
+3,000
+60% +$9.67K 0.02% 187
2022
Q2 		$15K Buy
+5,000
New +$17.5K 0.01% 265

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

Founders Capital Management (Texas)'s PHX Position: Q4 2024 in Review

Founders Capital Management (Texas) sold out of PHX Minerals (PHX) in Q4 2024, closing a stake of 8,000 shares — an estimated $27K sold.

Founders Capital Management (Texas) first reported a position in PHX in Q2 2022 and held it in 10 quarters. The position peaked at $31K in Q4 2022. 56 funds tracked by Wall St. Rank hold PHX as of Q4 2024.

  • Founders Capital Management (Texas) reported no remaining PHX Minerals position as of Q4 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 8,000 PHX Minerals shares in Q4 2024, an estimated $27K.
  • Founders Capital Management (Texas) first reported a position in PHX Minerals in Q2 2022 and held it in 10 quarters.
  • Founders Capital Management (Texas)'s PHX Minerals position peaked at $31K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2024, filed 13 Jan 2025.