Simplex Trading’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 |
-900
| Closed | -$3K | – | 9492 |
|
|
2025
Q1 | $3K | Buy |
+900
| New | +$3.58K | ﹤0.01% | 7859 |
|
|
2023
Q3 | – | Sell |
-8,500
| Closed | -$26K | – | 9546 |
|
|
2023
Q2 | $26K | Sell |
8,500
-5,100
| -38% | -$14.5K | ﹤0.01% | 6509 |
|
|
2023
Q1 | $35K | Sell |
13,600
-7,300
| -35% | -$23.2K | ﹤0.01% | 6332 |
|
|
2022
Q4 | $81K | Buy |
20,900
+2,800
| +15% | +$10.5K | ﹤0.01% | 5326 |
|
|
2022
Q3 | $58K | Sell |
18,100
-16,600
| -48% | -$53.5K | ﹤0.01% | 6239 |
|
|
2022
Q2 | $105K | Buy |
34,700
+2,600
| +8% | +$9.12K | ﹤0.01% | 5503 |
|
|
2022
Q1 | $98K | Buy |
32,100
+29,500
| +1,135% | +$75.2K | ﹤0.01% | 6175 |
|
|
2021
Q4 | $5K | Sell |
2,600
-78,000
| -97% | -$220K | ﹤0.01% | 9543 |
|
|
2021
Q3 | $304K | Hold |
80,600
| – | – | ﹤0.01% | 4888 |
|
|
2021
Q2 | $299K | Buy |
80,600
+80,392
| +38,650% | +$244K | ﹤0.01% | 4991 |
|
|
2021
Q1 | $59K | Sell |
208
-62
| -23% | -$190 | ﹤0.01% | 6406 |
|
|
2020
Q4 | $62K | Buy |
270
+256
| +1,829% | +$465 | ﹤0.01% | 5954 |
|
|
2020
Q3 | $2K | Buy |
14
+3
| +27% | +$6 | ﹤0.01% | 7443 |
|
|
2020
Q2 | $2K | Buy |
+11
| New | +$41 | ﹤0.01% | 7266 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | -$1K | – | 8096 |
|
|
2019
Q4 | $1K | Sell |
1
-2
| -67% | -$26 | ﹤0.01% | 7119 |
|
|
2019
Q3 | $4K | Buy |
+3
| New | +$37 | ﹤0.01% | 6710 |
|
|
2016
Q2 | – | Sell |
-64
| Closed | -$1K | – | 6314 |
|
|
2016
Q1 | $1K | Buy |
64
+24
| +60% | +$369 | ﹤0.01% | 5202 |
|
|
2015
Q4 | $1K | Buy |
+40
| New | +$708 | ﹤0.01% | 4963 |
|
|
2015
Q1 | – | Sell |
-22
| Closed | -$3K | – | 5441 |
|
|
2014
Q4 | $3K | Buy |
+22
| New | +$464 | ﹤0.01% | 3503 |
|
Simplex Trading's PHX Position: Q1 2024 in Review
Simplex Trading sold out of PHX Minerals (PHX) in Q1 2024, closing a stake of 3,264 shares — an estimated $10K sold.
Simplex Trading first reported a position in PHX in Q1 2015 and held it in 21 quarters. The position peaked at $55K in Q1 2021. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2024.
- Simplex Trading reported no remaining PHX Minerals position as of Q1 2024 after selling out during the quarter.
- Simplex Trading sold 3,264 PHX Minerals shares in Q1 2024, an estimated $10K.
- Simplex Trading first reported a position in PHX Minerals in Q1 2015 and held it in 21 quarters.
- Simplex Trading's PHX Minerals position peaked at $55K in Q1 2021.
- 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2024.
Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.