PI
PHX

PFG Investments’s PHX Minerals PHX Stock Holding History

PFG Investments’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
-24,499
Closed -$96.8K – 1111
2025
Q1 		$96.8K Buy
24,499
+239
+1% +$951 0.01% 937
2024
Q4 		$97K Sell
24,260
-622
-2% -$2.29K 0.01% 952
2024
Q3 		$84.1K Buy
24,882
+292
+1% +$972 0.01% 952
2024
Q2 		$80.2K Buy
24,590
+439
+2% +$1.45K 0.01% 883
2024
Q1 		$82.4K Buy
+24,151
New +$75.4K 0.01% 976

PFG Investments's PHX Position: Q2 2025 in Review

PFG Investments sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 24,499 shares — an estimated $96.8K sold.

PFG Investments first reported a position in PHX in Q1 2024 and held it in 5 quarters. The position peaked at $97K in Q4 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • PFG Investments reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 24,499 PHX Minerals shares in Q2 2025, an estimated $96.8K.
  • PFG Investments first reported a position in PHX Minerals in Q1 2024 and held it in 5 quarters.
  • PFG Investments's PHX Minerals position peaked at $97K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.