Modern Wealth Management’s PHX Minerals PHX Stock Holding History

Modern Wealth Management’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	-21,000	Closed	-$83K	–	795
2025 Q1	$83K	Hold	21,000	–	–	﹤0.01%	669
2024 Q4	$84K	Hold	21,000	–	–	﹤0.01%	573
2024 Q3	$71K	Hold	21,000	–	–	﹤0.01%	429
2024 Q2	$68.5K	Hold	21,000	–	–	0.01%	399
2024 Q1	$71.6K	Hold	21,000	–	–	0.01%	292
2023 Q4	$67.6K	Buy	+21,000	New	+$72.1K	0.01%	187

Modern Wealth Management's PHX Position: Q2 2025 in Review

Modern Wealth Management sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 21,000 shares — an estimated $83K sold.

Modern Wealth Management first reported a position in PHX in Q4 2023 and held it in 6 quarters. The position peaked at $84K in Q4 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

Modern Wealth Management reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
Modern Wealth Management sold 21,000 PHX Minerals shares in Q2 2025, an estimated $83K.
Modern Wealth Management first reported a position in PHX Minerals in Q4 2023 and held it in 6 quarters.
Modern Wealth Management's PHX Minerals position peaked at $84K in Q4 2024.
0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.