James Investment Research’s PHX Minerals PHX Stock Holding History

James Investment Research’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	-15,500	Closed	-$61.2K	–	347
2025 Q1	$61.2K	Hold	15,500	–	–	0.01%	315
2024 Q4	$62K	Hold	15,500	–	–	0.01%	319
2024 Q3	$52.4K	Buy	15,500 +4,500	+41%	+$15K	0.01%	321
2024 Q2	$35.9K	Hold	11,000	–	–	﹤0.01%	322
2024 Q1	$37.5K	Hold	11,000	–	–	﹤0.01%	316
2023 Q4	$35.4K	Hold	11,000	–	–	﹤0.01%	302
2023 Q3	$40K	Hold	11,000	–	–	0.01%	282
2023 Q2	$34.3K	Hold	11,000	–	–	﹤0.01%	278
2023 Q1	$29K	Hold	11,000	–	–	﹤0.01%	413
2022 Q4	$43K	Buy	+11,000	New	+$41.3K	0.01%	370

James Investment Research's PHX Position: Q2 2025 in Review

James Investment Research sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 15,500 shares — an estimated $61.2K sold.

James Investment Research first reported a position in PHX in Q4 2022 and held it in 10 quarters. The position peaked at $62K in Q4 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

James Investment Research reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
James Investment Research sold 15,500 PHX Minerals shares in Q2 2025, an estimated $61.2K.
James Investment Research first reported a position in PHX Minerals in Q4 2022 and held it in 10 quarters.
James Investment Research's PHX Minerals position peaked at $62K in Q4 2024.
0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on James Investment Research's 13F filing for Q2 2025, filed 1 Aug 2025.