OAM
PHX

Oppenheimer Asset Management’s PHX Minerals PHX Stock Holding History

Oppenheimer Asset 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
-19,674
Closed -$77.7K – 1193
2025
Q1 		$77.7K Buy
19,674
+4,942
+34% +$19.7K ﹤0.01% 1114
2024
Q4 		$58.9K Buy
14,732
+1,304
+10% +$4.79K ﹤0.01% 1150
2024
Q3 		$45.4K Buy
13,428
+1,140
+9% +$3.79K ﹤0.01% 1159
2024
Q2 		$40.1K Buy
+12,288
New +$40.5K ﹤0.01% 1149

Oppenheimer Asset Management's PHX Position: Q2 2025 in Review

Oppenheimer Asset Management sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 19,674 shares — an estimated $77.7K sold.

Oppenheimer Asset Management first reported a position in PHX in Q2 2024 and held it in 4 quarters. The position peaked at $77.7K in Q1 2025. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Oppenheimer Asset Management reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 19,674 PHX Minerals shares in Q2 2025, an estimated $77.7K.
  • Oppenheimer Asset Management first reported a position in PHX Minerals in Q2 2024 and held it in 4 quarters.
  • Oppenheimer Asset Management's PHX Minerals position peaked at $77.7K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Oppenheimer Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.