RR
PHX
Robotti Robert’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,177
| Closed | -$67.8K | – | 66 |
|
|
2025
Q1 | $67.8K | Buy |
17,177
+2,821
| +20% | +$11.1K | 0.01% | 64 |
|
|
2024
Q4 | $57.4K | Hold |
14,356
| – | – | 0.01% | 62 |
|
|
2024
Q3 | $48.5K | Sell |
14,356
-17,251
| -55% | -$58.3K | 0.01% | 60 |
|
|
2024
Q2 | $103K | Buy |
31,607
+17,251
| +120% | +$56.2K | 0.02% | 57 |
|
|
2024
Q1 | $49K | Sell |
14,356
-10,757
| -43% | -$36.7K | 0.01% | 55 |
|
|
2023
Q4 | $80.9K | Hold |
25,113
| – | – | 0.01% | 56 |
|
|
2023
Q3 | $91.4K | Hold |
25,113
| – | – | 0.01% | 58 |
|
|
2023
Q2 | $78.4K | Sell |
25,113
-29,480
| -54% | -$92K | 0.01% | 61 |
|
|
2023
Q1 | $143K | Buy |
54,593
+5,357
| +11% | +$14K | 0.03% | 57 |
|
|
2022
Q4 | $192K | Sell |
49,236
-79,823
| -62% | -$311K | 0.04% | 60 |
|
|
2022
Q3 | $418K | Hold |
129,059
| – | – | 0.1% | 52 |
|
|
2022
Q2 | $392K | Hold |
129,059
| – | – | 0.1% | 57 |
|
|
2022
Q1 | $395K | Sell |
129,059
-490,118
| -79% | -$1.5M | 0.08% | 60 |
|
|
2021
Q4 | $1.34M | Hold |
619,177
| – | – | 0.27% | 42 |
|
|
2021
Q3 | $1.9M | Sell |
619,177
-3,850
| -0.6% | -$11.8K | 0.43% | 36 |
|
|
2021
Q2 | $2.32M | Sell |
623,027
-6,900
| -1% | -$25.7K | 0.58% | 32 |
|
|
2021
Q1 | $1.81M | Buy |
629,927
+7,785
| +1% | +$22.3K | 0.46% | 36 |
|
|
2020
Q4 | $1.43M | Sell |
622,142
-312,204
| -33% | -$718K | 0.42% | 37 |
|
|
2020
Q3 | $1.34M | Buy |
934,346
+198,150
| +27% | +$283K | 0.52% | 34 |
|
|
2020
Q2 | $1.97M | Buy |
736,196
+5,564
| +0.8% | +$14.9K | 0.85% | 27 |
|
|
2020
Q1 | $2.7M | Buy |
730,632
+565
| +0.1% | +$2.09K | 1.58% | 19 |
|
|
2019
Q4 | $8.18M | Sell |
730,067
-1,044
| -0.1% | -$11.7K | 2.61% | 12 |
|
|
2019
Q3 | $10.2M | Buy |
731,111
+564
| +0.1% | +$7.89K | 3.12% | 12 |
|
|
2019
Q2 | $9.53M | Sell |
730,547
-22,186
| -3% | -$289K | 3.32% | 6 |
|
|
2019
Q1 | $11.8M | Sell |
752,733
-2,975
| -0.4% | -$46.7K | 4.17% | 7 |
|
|
2018
Q4 | $11.7M | Sell |
755,708
-24
| -0% | -$372 | 4.58% | 6 |
|
|
2018
Q3 | $13.9M | Sell |
755,732
-851
| -0.1% | -$15.7K | 3.67% | 9 |
|
|
2018
Q2 | $14.5M | Buy |
756,583
+1,200
| +0.2% | +$22.9K | 3.77% | 8 |
|
|
2018
Q1 | $14.6M | Buy |
755,383
+1,703
| +0.2% | +$32.9K | 4.03% | 7 |
|
|
2017
Q4 | $15.5M | Sell |
753,680
-1,657
| -0.2% | -$34.1K | 4.04% | 6 |
|
|
2017
Q3 | $18M | Buy |
755,337
+1,136
| +0.2% | +$27K | 4.93% | 6 |
|
|
2017
Q2 | $17.4M | Sell |
754,201
-2,636
| -0.3% | -$61K | 5.26% | 6 |
|
|
2017
Q1 | $14.5M | Buy |
756,837
+2,636
| +0.3% | +$50.6K | 4.29% | 7 |
|
|
2016
Q4 | $17.8M | Sell |
754,201
-4,458
| -0.6% | -$105K | 5.41% | 4 |
|
|
2016
Q3 | $13.3M | Sell |
758,659
-5,659
| -0.7% | -$99.2K | 4.56% | 6 |
|
|
2016
Q2 | $12.7M | Sell |
764,318
-39,900
| -5% | -$665K | 4.59% | 6 |
|
|
2016
Q1 | $13.9M | Buy |
804,218
+967
| +0.1% | +$16.7K | 5.06% | 5 |
|
|
2015
Q4 | $13M | Buy |
803,251
+425
| +0.1% | +$6.87K | 5.31% | 4 |
|
|
2015
Q3 | $13M | Sell |
802,826
-1,875
| -0.2% | -$30.3K | 8.63% | 2 |
|
|
2015
Q2 | $16.7M | Sell |
804,701
-4,875
| -0.6% | -$101K | 9.23% | 2 |
|
|
2015
Q1 | $16M | Sell |
809,576
-17,672
| -2% | -$350K | 9.24% | 2 |
|
|
2014
Q4 | $19.3M | Buy |
827,248
+422,084
| +104% | +$9.83M | 10.8% | 2 |
|
|
2014
Q3 | $24.2M | Sell |
405,164
-278,314
| -41% | -$16.6M | 11.97% | 1 |
|
|
2014
Q2 | $38.3M | Sell |
683,478
-17,952
| -3% | -$1.01M | 14.99% | 1 |
|
|
2014
Q1 | $30.6M | Sell |
701,430
-7,250
| -1% | -$316K | 11.68% | 1 |
|
|
2013
Q4 | $23.7M | Sell |
708,680
-6,000
| -0.8% | -$200K | 9.52% | 2 |
|
|
2013
Q3 | $20.2M | Sell |
714,680
-7,760
| -1% | -$219K | 8.13% | 2 |
|
|
2013
Q2 | $20.6M | Buy |
+722,440
| New | +$20.6M | 8.97% | 1 |
|