FCM
PHX

Fourpath Capital Management’s PHX Minerals PHX Stock Holding History

Fourpath Capital Management’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
-200
Closed -$676 – 612
2024
Q3 		$676 Buy
+200
New +$665 ﹤0.01% 726

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

Fourpath Capital Management's PHX Position: Q4 2024 in Review

Fourpath Capital Management sold out of PHX Minerals (PHX) in Q4 2024, closing a stake of 200 shares — an estimated $676 sold.

Fourpath Capital Management first reported a position in PHX in Q3 2024 and held it in 1 quarter. The position peaked at $676 in Q3 2024. 56 funds tracked by Wall St. Rank hold PHX as of Q4 2024.

  • Fourpath Capital Management reported no remaining PHX Minerals position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 200 PHX Minerals shares in Q4 2024, an estimated $676.
  • Fourpath Capital Management first reported a position in PHX Minerals in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's PHX Minerals position peaked at $676 in Q3 2024.
  • 56 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.