Punch & Associates Investment Management’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,582,234
| Closed | -$6.25M | – | 173 |
|
|
2025
Q1 | $6.25M | Sell |
1,582,234
-861,650
| -35% | -$3.43M | 0.41% | 91 |
|
|
2024
Q4 | $9.78M | Sell |
2,443,884
-105,409
| -4% | -$388K | 0.53% | 75 |
|
|
2024
Q3 | $8.62M | Sell |
2,549,293
-177,937
| -7% | -$592K | 0.48% | 96 |
|
|
2024
Q2 | $8.89M | Hold |
2,727,230
| – | – | 0.52% | 79 |
|
|
2024
Q1 | $9.3M | Sell |
2,727,230
-18,654
| -0.7% | -$58.2K | 0.53% | 82 |
|
|
2023
Q4 | $8.84M | Buy |
2,745,884
+1,584,839
| +137% | +$5.44M | 0.52% | 81 |
|
|
2023
Q3 | $4.23M | Buy |
1,161,045
+165,876
| +17% | +$557K | 0.27% | 127 |
|
|
2023
Q2 | $3.1M | Buy |
995,169
+186,893
| +23% | +$531K | 0.19% | 137 |
|
|
2023
Q1 | $2.12M | Buy |
808,276
+35,500
| +5% | +$113K | 0.14% | 143 |
|
|
2022
Q4 | $3.01M | Buy |
772,776
+422,189
| +120% | +$1.58M | 0.19% | 141 |
|
|
2022
Q3 | $1.14M | Buy |
350,587
+75,930
| +28% | +$245K | 0.08% | 161 |
|
|
2022
Q2 | $835K | Buy |
274,657
+226,132
| +466% | +$793K | 0.06% | 169 |
|
|
2022
Q1 | $148K | Buy |
+48,525
| New | +$124K | 0.01% | 210 |
|
|
2020
Q1 | – | Sell |
-160,221
| Closed | -$1.8M | – | 239 |
|
|
2019
Q4 | $1.8M | Sell |
160,221
-62,389
| -28% | -$819K | 0.14% | 158 |
|
|
2019
Q3 | $3.11M | Hold |
222,610
| – | – | 0.26% | 137 |
|
|
2019
Q2 | $2.9M | Hold |
222,610
| – | – | 0.24% | 142 |
|
|
2019
Q1 | $3.5M | Buy |
222,610
+17,000
| +8% | +$271K | 0.3% | 132 |
|
|
2018
Q4 | $3.19M | Hold |
205,610
| – | – | 0.31% | 133 |
|
|
2018
Q3 | $3.79M | Buy |
205,610
+22,000
| +12% | +$426K | 0.3% | 131 |
|
|
2018
Q2 | $3.51M | Buy |
183,610
+36,500
| +25% | +$732K | 0.29% | 134 |
|
|
2018
Q1 | $2.84M | Buy |
147,110
+18,110
| +14% | +$358K | 0.25% | 147 |
|
|
2017
Q4 | $2.65M | Buy |
129,000
+9,200
| +8% | +$205K | 0.23% | 146 |
|
|
2017
Q3 | $2.85M | Hold |
119,800
| – | – | 0.25% | 140 |
|
|
2017
Q2 | $2.77M | Buy |
119,800
+1,780
| +2% | +$36.2K | 0.26% | 140 |
|
|
2017
Q1 | $2.27M | Buy |
118,020
+19,135
| +19% | +$393K | 0.22% | 153 |
|
|
2016
Q4 | $2.33M | Sell |
98,885
-4,344
| -4% | -$92.4K | 0.23% | 147 |
|
|
2016
Q3 | $1.81M | Buy |
103,229
+27,729
| +37% | +$469K | 0.19% | 150 |
|
|
2016
Q2 | $1.26M | Buy |
+75,500
| New | +$1.27M | 0.15% | 163 |
|
Punch & Associates Investment Management's PHX Position: Q2 2025 in Review
Punch & Associates Investment Management sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 1,582,234 shares — an estimated $6.25M sold.
Punch & Associates Investment Management first reported a position in PHX in Q2 2016 and held it in 28 quarters. The position peaked at $9.78M in Q4 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.
- Punch & Associates Investment Management reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
- Punch & Associates Investment Management sold 1,582,234 PHX Minerals shares in Q2 2025, an estimated $6.25M.
- Punch & Associates Investment Management first reported a position in PHX Minerals in Q2 2016 and held it in 28 quarters.
- Punch & Associates Investment Management's PHX Minerals position peaked at $9.78M in Q4 2024.
- 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.
Based on Punch & Associates Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.