IFG
PHX

Independent Financial Group’s PHX Minerals PHX Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-12,600
Closed -$38.6K – 792
2022
Q1 		$38.6K Hold
12,600
– – ﹤0.01% 773
2021
Q4 		$27.3K Hold
12,600
– – ﹤0.01% 770
2021
Q3 		$38.6K Buy
+12,600
New +$37K ﹤0.01% 702

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Independent Financial Group's PHX Position: Q2 2022 in Review

Independent Financial Group sold out of PHX Minerals (PHX) in Q2 2022, closing a stake of 12,600 shares — an estimated $38.6K sold.

Independent Financial Group first reported a position in PHX in Q3 2021 and held it in 3 quarters. The position peaked at $38.6K in Q1 2022. 57 funds tracked by Wall St. Rank hold PHX as of Q2 2022.

  • Independent Financial Group reported no remaining PHX Minerals position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 12,600 PHX Minerals shares in Q2 2022, an estimated $38.6K.
  • Independent Financial Group first reported a position in PHX Minerals in Q3 2021 and held it in 3 quarters.
  • Independent Financial Group's PHX Minerals position peaked at $38.6K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.