Jim Simons
PHX

Jim Simons’s PHX Minerals PHX Stock Holding History

Jim Simons’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
2023
Q4 		– Sell
-24,392
Closed -$89K – 4040
2023
Q3 		$89K Sell
24,392
-85,640
-78% -$287K ﹤0.01% 3273
2023
Q2 		$343K Sell
110,032
-133,453
-55% -$379K ﹤0.01% 3072
2023
Q1 		$638K Sell
243,485
-73,415
-23% -$233K ﹤0.01% 2749
2022
Q4 		$1.23M Sell
316,900
-107,600
-25% -$404K ﹤0.01% 2405
2022
Q3 		$1.38M Sell
424,500
-51,433
-11% -$166K ﹤0.01% 2291
2022
Q2 		$1.45M Buy
475,933
+10,080
+2% +$35.4K ﹤0.01% 2437
2022
Q1 		$1.43M Buy
465,853
+27,565
+6% +$70.2K ﹤0.01% 2481
2021
Q4 		$951K Buy
438,288
+27,618
+7% +$78.1K ﹤0.01% 2681
2021
Q3 		$1.26M Buy
410,670
+9,021
+2% +$26.5K ﹤0.01% 2424
2021
Q2 		$1.49M Buy
401,649
+296,694
+283% +$901K ﹤0.01% 2439
2021
Q1 		$301K Sell
104,955
-38,045
-27% -$116K ﹤0.01% 3055
2020
Q4 		$329K Buy
143,000
+27,400
+24% +$49.7K ﹤0.01% 3000
2020
Q3 		$165K Buy
115,600
+15,907
+16% +$34.1K ﹤0.01% 3146
2020
Q2 		$267K Buy
+99,693
New +$373K ﹤0.01% 3082
2018
Q3 		– Sell
-12,500
Closed -$239K – 3510
2018
Q2 		$239K Buy
+12,500
New +$251K ﹤0.01% 3033
2014
Q4 		– Sell
-42,150
Closed -$1.26M – 3079
2014
Q3 		$1.26M Buy
+42,150
New +$1.3M ﹤0.01% 1915

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 $552B AUM 44.19% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Jim Simons's PHX Position: Q4 2023 in Review

Jim Simons sold out of PHX Minerals (PHX) in Q4 2023, closing a stake of 24,392 shares — an estimated $89K sold.

Jim Simons first reported a position in PHX in Q3 2014 and held it in 16 quarters. The position peaked at $1.49M in Q2 2021. 60 funds tracked by Wall St. Rank hold PHX as of Q4 2023.

  • Jim Simons reported no remaining PHX Minerals position as of Q4 2023 after selling out during the quarter.
  • Jim Simons sold 24,392 PHX Minerals shares in Q4 2023, an estimated $89K.
  • Jim Simons first reported a position in PHX Minerals in Q3 2014 and held it in 16 quarters.
  • Jim Simons's PHX Minerals position peaked at $1.49M in Q2 2021.
  • 60 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.