Geode Capital Management
PHX

Geode Capital Management’s PHX Minerals PHX Stock Holding History

Geode 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
2025
Q2 		– Sell
-303,524
Closed -$1.2M – 4502
2025
Q1 		$1.2M Buy
303,524
+8,023
+3% +$31.9K ﹤0.01% 3241
2024
Q4 		$1.18M Sell
295,501
-7,067
-2% -$26K ﹤0.01% 3307
2024
Q3 		$1.02M Buy
302,568
+32,406
+12% +$108K ﹤0.01% 3348
2024
Q2 		$881K Buy
270,162
+12,328
+5% +$40.6K ﹤0.01% 3352
2024
Q1 		$879K Hold
257,834
– – ﹤0.01% 3410
2023
Q4 		$830K Buy
257,834
+15,677
+6% +$53.8K ﹤0.01% 3421
2023
Q3 		$882K Sell
242,157
-3,098
-1% -$10.4K ﹤0.01% 3376
2023
Q2 		$765K Hold
245,255
– – ﹤0.01% 3459
2023
Q1 		$643K Hold
245,255
– – ﹤0.01% 3559
2022
Q4 		$954K Sell
245,255
-766
-0.3% -$2.88K ﹤0.01% 3361
2022
Q3 		$797K Buy
246,021
+7,924
+3% +$25.5K ﹤0.01% 3507
2022
Q2 		$723K Sell
238,097
-30,344
-11% -$106K ﹤0.01% 3564
2022
Q1 		$821K Hold
268,441
– – ﹤0.01% 3705
2021
Q4 		$582K Sell
268,441
-2,146
-0.8% -$6.07K ﹤0.01% 3965
2021
Q3 		$827K Buy
270,587
+61,405
+29% +$181K ﹤0.01% 3785
2021
Q2 		$778K Buy
209,182
+79,129
+61% +$240K ﹤0.01% 3726
2021
Q1 		$373K Buy
130,053
+9,412
+8% +$28.8K ﹤0.01% 3907
2020
Q4 		$277K Hold
120,641
– – ﹤0.01% 3786
2020
Q3 		$172K Sell
120,641
-1,493
-1% -$3.2K ﹤0.01% 3762
2020
Q2 		$327K Sell
122,134
-91,085
-43% -$340K ﹤0.01% 3515
2020
Q1 		$786K Buy
213,219
+17,325
+9% +$116K ﹤0.01% 3110
2019
Q4 		$2.19M Buy
195,894
+1,607
+0.8% +$21.1K ﹤0.01% 2950
2019
Q3 		$2.72M Buy
194,287
+1,980
+1% +$24.2K ﹤0.01% 2757
2019
Q2 		$2.51M Buy
192,307
+11,291
+6% +$162K ﹤0.01% 2800
2019
Q1 		$2.84M Buy
181,016
+4,847
+3% +$77.3K ﹤0.01% 2640
2018
Q4 		$2.73M Buy
176,169
+8,042
+5% +$136K ﹤0.01% 2584
2018
Q3 		$3.1M Buy
168,127
+6,449
+4% +$125K ﹤0.01% 2653
2018
Q2 		$3.09M Buy
161,678
+8,708
+6% +$175K ﹤0.01% 2600
2018
Q1 		$2.95M Buy
152,970
+2,326
+2% +$46K ﹤0.01% 2551
2017
Q4 		$3.1M Buy
150,644
+1,257
+0.8% +$28.1K ﹤0.01% 2502
2017
Q3 		$3.56M Buy
149,387
+23,522
+19% +$523K ﹤0.01% 2407
2017
Q2 		$2.91M Buy
125,865
+3,143
+3% +$63.9K ﹤0.01% 2510
2017
Q1 		$2.36M Buy
122,722
+4,013
+3% +$82.4K ﹤0.01% 2572
2016
Q4 		$2.79M Buy
118,709
+2,582
+2% +$54.9K ﹤0.01% 2437
2016
Q3 		$2.04M Buy
116,127
+15,683
+16% +$265K ﹤0.01% 2550
2016
Q2 		$1.67M Buy
100,444
+878
+0.9% +$14.7K ﹤0.01% 2596
2016
Q1 		$1.72K Buy
99,566
+7,879
+9% +$121K ﹤0.01% 2559
2015
Q4 		$1.48M Buy
91,687
+1,000
+1% +$17.7K ﹤0.01% 2662
2015
Q3 		$1.47M Buy
90,687
+583
+0.6% +$10.3K ﹤0.01% 2638
2015
Q2 		$1.86M Buy
90,104
+1,806
+2% +$38.6K ﹤0.01% 2542
2015
Q1 		$1.75M Buy
88,298
+690
+0.8% +$14.4K ﹤0.01% 2528
2014
Q4 		$2.04M Buy
87,608
+8,504
+11% +$179K ﹤0.01% 2420
2014
Q3 		$2.36M Buy
79,104
+760
+1% +$23.4K ﹤0.01% 2266
2014
Q2 		$2.19M Buy
78,344
+5,252
+7% +$133K ﹤0.01% 2315
2014
Q1 		$1.59M Buy
73,092
+22,112
+43% +$429K ﹤0.01% 2477
2013
Q4 		$851K Buy
50,980
+794
+2% +$12.6K ﹤0.01% 2820
2013
Q3 		$710K Buy
50,186
+1,662
+3% +$24.9K ﹤0.01% 2771
2013
Q2 		$691K Buy
+48,524
New +$697K ﹤0.01% 2683

Geode Capital Management's PHX Position: Q2 2025 in Review

Geode Capital Management sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 303,524 shares — an estimated $1.2M sold.

Geode Capital Management first reported a position in PHX in Q2 2013 and held it in 48 quarters. The position peaked at $3.56M in Q3 2017. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Geode Capital Management reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Geode Capital Management sold 303,524 PHX Minerals shares in Q2 2025, an estimated $1.2M.
  • Geode Capital Management first reported a position in PHX Minerals in Q2 2013 and held it in 48 quarters.
  • Geode Capital Management's PHX Minerals position peaked at $3.56M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Geode Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.