RWM
PHX

Raffa Wealth Management’s PHX Minerals PHX Stock Holding History

Raffa Wealth 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
2020
Q2 		– Sell
-659
Closed -$2.43K – 897
2020
Q1 		$2.43K Buy
659
+198
+43% +$1.32K ﹤0.01% 395
2019
Q4 		$5.17K Buy
461
+34
+8% +$446 ﹤0.01% 271
2019
Q3 		$5.97K Buy
+427
New +$5.23K ﹤0.01% 258
2019
Q2 		– Sell
-312
Closed -$4.9K – 1217
2019
Q1 		$4.9K Buy
312
+81
+35% +$1.29K ﹤0.01% 232
2018
Q4 		$3.58K Buy
231
+129
+126% +$2.19K ﹤0.01% 275
2018
Q3 		$1.88K Hold
102
– – ﹤0.01% 409
2018
Q2 		$1.95K Hold
102
– – ﹤0.01% 379
2018
Q1 		$1.97K Buy
+102
New +$2.02K ﹤0.01% 364

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
EC
Edenbrook Capital Mt. Kisco, New York $496M AUM 53.85% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Raffa Wealth Management's PHX Position: Q2 2020 in Review

Raffa Wealth Management sold out of PHX Minerals (PHX) in Q2 2020, closing a stake of 659 shares — an estimated $2.43K sold.

Raffa Wealth Management first reported a position in PHX in Q1 2018 and held it in 8 quarters. The position peaked at $5.97K in Q3 2019. 62 funds tracked by Wall St. Rank hold PHX as of Q2 2020.

  • Raffa Wealth Management reported no remaining PHX Minerals position as of Q2 2020 after selling out during the quarter.
  • Raffa Wealth Management sold 659 PHX Minerals shares in Q2 2020, an estimated $2.43K.
  • Raffa Wealth Management first reported a position in PHX Minerals in Q1 2018 and held it in 8 quarters.
  • Raffa Wealth Management's PHX Minerals position peaked at $5.97K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2020.

Based on Raffa Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2026.