Mesirow Financial Investment Management’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
-47,542
Closed -$172K 593
2025
Q1
$172K Hold
47,542
﹤0.01% 544
2024
Q4
$190K Buy
47,542
+570
+1% +$2.1K ﹤0.01% 554
2024
Q3
$159K Buy
+46,972
New +$156K ﹤0.01% 558
2024
Q1
Sell
-74,260
Closed -$241K 587
2023
Q4
$241K Hold
74,260
0.01% 483
2023
Q3
$270K Buy
+74,260
New +$249K 1.18% 43

Mesirow Financial Investment Management's PHX Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 47,542 shares — an estimated $172K sold.

Mesirow Financial Investment Management first reported a position in PHX in Q3 2023 and held it in 5 quarters. The position peaked at $270K in Q3 2023. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 47,542 PHX Minerals shares in Q2 2025, an estimated $172K.
  • Mesirow Financial Investment Management first reported a position in PHX Minerals in Q3 2023 and held it in 5 quarters.
  • Mesirow Financial Investment Management's PHX Minerals position peaked at $270K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.