RIM
PHX

Rockbridge Investment Management’s PHX Minerals PHX Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-31
Closed -$100 – 490
2023
Q4 		$100 Buy
+31
New +$106 ﹤0.01% 654

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockbridge Investment Management's PHX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of PHX Minerals (PHX) in Q1 2024, closing a stake of 31 shares — an estimated $100 sold.

Rockbridge Investment Management first reported a position in PHX in Q4 2023 and held it in 1 quarter. The position peaked at $100 in Q4 2023. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2024.

  • Rockbridge Investment Management reported no remaining PHX Minerals position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 31 PHX Minerals shares in Q1 2024, an estimated $100.
  • Rockbridge Investment Management first reported a position in PHX Minerals in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's PHX Minerals position peaked at $100 in Q4 2023.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.