Maryland Capital Advisors’s PHX Minerals PHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-500
Closed -$1.98K 274
2025
Q1
$1.98K Hold
500
﹤0.01% 208
2024
Q4
$2K Hold
500
﹤0.01% 231
2024
Q3
$1.69K Hold
500
﹤0.01% 224
2024
Q2
$1.63K Hold
500
﹤0.01% 228
2024
Q1
$1.71K Hold
500
﹤0.01% 202
2023
Q4
$1.61K Hold
500
﹤0.01% 209
2023
Q3
$1.82K Hold
500
﹤0.01% 210
2023
Q2
$1.56K Hold
500
﹤0.01% 221
2023
Q1
$1.31K Buy
+500
New +$1.59K ﹤0.01% 218

Maryland Capital Advisors's PHX Position: Q2 2025 in Review

Maryland Capital Advisors sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 500 shares — an estimated $1.98K sold.

Maryland Capital Advisors first reported a position in PHX in Q1 2023 and held it in 9 quarters. The position peaked at $2K in Q4 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Maryland Capital Advisors reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Maryland Capital Advisors sold 500 PHX Minerals shares in Q2 2025, an estimated $1.98K.
  • Maryland Capital Advisors first reported a position in PHX Minerals in Q1 2023 and held it in 9 quarters.
  • Maryland Capital Advisors's PHX Minerals position peaked at $2K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Maryland Capital Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.