Oppenheimer Asset Management’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$19.5K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $58.9K | Buy |
14,732
+1,304
| +10% | +$5.22K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $45.4K | Buy |
13,428
+1,140
| +9% | +$3.85K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $40.1K | Buy |
+12,288
| New | +$40.1K | ﹤0.01% | 1149 |
|