PCM
PHX

Perritt Capital Management’s PHX Minerals PHX Stock Holding History

Perritt Capital 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
2024
Q2 		– Sell
-106,000
Closed -$361K – 335
2024
Q1 		$361K Hold
106,000
– – 0.2% 116
2023
Q4 		$341K Buy
106,000
+12,885
+14% +$44.2K 0.19% 116
2023
Q3 		$339K Buy
93,115
+8,972
+11% +$30.1K 0.2% 117
2023
Q2 		$263K Hold
84,143
– – 0.14% 131
2023
Q1 		$220K Buy
+84,143
New +$268K 0.12% 141

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $496M AUM 53.85% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Perritt Capital Management's PHX Position: Q2 2024 in Review

Perritt Capital Management sold out of PHX Minerals (PHX) in Q2 2024, closing a stake of 106,000 shares — an estimated $361K sold.

Perritt Capital Management first reported a position in PHX in Q1 2023 and held it in 5 quarters. The position peaked at $361K in Q1 2024. 53 funds tracked by Wall St. Rank hold PHX as of Q2 2024.

  • Perritt Capital Management reported no remaining PHX Minerals position as of Q2 2024 after selling out during the quarter.
  • Perritt Capital Management sold 106,000 PHX Minerals shares in Q2 2024, an estimated $361K.
  • Perritt Capital Management first reported a position in PHX Minerals in Q1 2023 and held it in 5 quarters.
  • Perritt Capital Management's PHX Minerals position peaked at $361K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2024.

Based on Perritt Capital Management's 13F filing for Q2 2024, filed 7 Aug 2024.