LPL Financial
PHX

LPL Financial’s PHX Minerals PHX Stock Holding History

LPL Financial’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
Q3 		– Sell
-14,636
Closed -$47.7K – 5267
2024
Q2 		$47.7K Buy
14,636
+3,501
+31% +$11.5K ﹤0.01% 4841
2024
Q1 		$38K Buy
11,135
+97
+0.9% +$303 ﹤0.01% 4793
2023
Q4 		$35.5K Sell
11,038
-1,430
-11% -$4.91K ﹤0.01% 4691
2023
Q3 		$45.4K Buy
12,468
+64
+0.5% +$215 ﹤0.01% 4531
2023
Q2 		$38.7K Buy
12,404
+86
+0.7% +$244 ﹤0.01% 4455
2023
Q1 		$32.3K Buy
12,318
+82
+0.7% +$261 ﹤0.01% 4370
2022
Q4 		$47.6K Buy
12,236
+1,590
+15% +$5.97K ﹤0.01% 4267
2022
Q3 		$34K Buy
10,646
+31
+0.3% +$100 ﹤0.01% 4276
2022
Q2 		$32K Buy
10,615
+58
+0.5% +$203 ﹤0.01% 4291
2022
Q1 		$32K Buy
+10,557
New +$26.9K ﹤0.01% 4093

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
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

LPL Financial's PHX Position: Q3 2024 in Review

LPL Financial sold out of PHX Minerals (PHX) in Q3 2024, closing a stake of 14,636 shares — an estimated $47.7K sold.

LPL Financial first reported a position in PHX in Q1 2022 and held it in 10 quarters. The position peaked at $47.7K in Q2 2024. 54 funds tracked by Wall St. Rank hold PHX as of Q3 2024.

  • LPL Financial reported no remaining PHX Minerals position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 14,636 PHX Minerals shares in Q3 2024, an estimated $47.7K.
  • LPL Financial first reported a position in PHX Minerals in Q1 2022 and held it in 10 quarters.
  • LPL Financial's PHX Minerals position peaked at $47.7K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.