RWM
PHX

Ritholtz Wealth Management’s PHX Minerals PHX Stock Holding History

Ritholtz 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
2024
Q4 		– Sell
-22,377
Closed -$75.6K – 890
2024
Q3 		$75.6K Sell
22,377
-8,384
-27% -$27.9K ﹤0.01% 857
2024
Q2 		$100K Buy
30,761
+8,220
+36% +$27.1K ﹤0.01% 802
2024
Q1 		$76.9K Sell
22,541
-12,897
-36% -$40.3K ﹤0.01% 776
2023
Q4 		$114K Buy
35,438
+24,378
+220% +$83.7K ﹤0.01% 725
2023
Q3 		$40.3K Buy
+11,060
New +$37.1K ﹤0.01% 700

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.05B AUM 29.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's PHX Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of PHX Minerals (PHX) in Q4 2024, closing a stake of 22,377 shares — an estimated $75.6K sold.

Ritholtz Wealth Management first reported a position in PHX in Q3 2023 and held it in 5 quarters. The position peaked at $114K in Q4 2023. 56 funds tracked by Wall St. Rank hold PHX as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining PHX Minerals position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 22,377 PHX Minerals shares in Q4 2024, an estimated $75.6K.
  • Ritholtz Wealth Management first reported a position in PHX Minerals in Q3 2023 and held it in 5 quarters.
  • Ritholtz Wealth Management's PHX Minerals position peaked at $114K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.