NewEdge Advisors’s PHX Minerals PHX Stock Holding History

NewEdge Advisors’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	-15,500	Closed	-$61.2K	–	4119
2025 Q1	$61.2K	Hold	15,500	–	–	﹤0.01%	2477
2024 Q4	$62K	Hold	15,500	–	–	﹤0.01%	2448
2024 Q3	$52.4K	Buy	15,500 +4,500	+41%	+$15K	﹤0.01%	2417
2024 Q2	$35.9K	Hold	11,000	–	–	﹤0.01%	2449
2024 Q1	$37.5K	Sell	11,000 -353	-3%	-$1.1K	﹤0.01%	2407
2023 Q4	$36.3K	Sell	11,353 -7,168	-39%	-$24.6K	﹤0.01%	2328
2023 Q3	$67.4K	Buy	18,521 +7,521	+68%	+$25.2K	﹤0.01%	1990
2023 Q2	$34.3K	Sell	11,000 -788	-7%	-$2.24K	﹤0.01%	2223
2023 Q1	$30.9K	Buy	11,788 +788	+7%	+$2.51K	﹤0.01%	2192
2022 Q4	$42.8K	Buy	+11,000	New	+$41.3K	﹤0.01%	1786

NewEdge Advisors's PHX Position: Q2 2025 in Review

NewEdge Advisors sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 15,500 shares — an estimated $61.2K sold.

NewEdge Advisors first reported a position in PHX in Q4 2022 and held it in 10 quarters. The position peaked at $67.4K in Q3 2023. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

NewEdge Advisors reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 15,500 PHX Minerals shares in Q2 2025, an estimated $61.2K.
NewEdge Advisors first reported a position in PHX Minerals in Q4 2022 and held it in 10 quarters.
NewEdge Advisors's PHX Minerals position peaked at $67.4K in Q3 2023.
0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.