Stifel Financial’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 |
-40,417
| Closed | -$160K | – | 3561 |
|
|
2025
Q1 | $160K | Sell |
40,417
-3,883
| -9% | -$15.4K | ﹤0.01% | 3225 |
|
|
2024
Q4 | $177K | Sell |
44,300
-2,750
| -6% | -$10.1K | ﹤0.01% | 3176 |
|
|
2024
Q3 | $159K | Sell |
47,050
-30,500
| -39% | -$101K | ﹤0.01% | 3179 |
|
|
2024
Q2 | $253K | Sell |
77,550
-29,479
| -28% | -$97.2K | ﹤0.01% | 3000 |
|
|
2024
Q1 | $365K | Sell |
107,029
-7,000
| -6% | -$21.8K | ﹤0.01% | 2791 |
|
|
2023
Q4 | $367K | Buy |
114,029
+750
| +0.7% | +$2.58K | ﹤0.01% | 2731 |
|
|
2023
Q3 | $412K | Hold |
113,279
| – | – | ﹤0.01% | 2599 |
|
|
2023
Q2 | $353K | Buy |
113,279
+5,000
| +5% | +$14.2K | ﹤0.01% | 2732 |
|
|
2023
Q1 | $284K | Buy |
108,279
+75,300
| +228% | +$239K | ﹤0.01% | 2849 |
|
|
2022
Q4 | $128K | Sell |
32,979
-2,750
| -8% | -$10.3K | ﹤0.01% | 3094 |
|
|
2022
Q3 | $116K | Buy |
35,729
+3,250
| +10% | +$10.5K | ﹤0.01% | 3086 |
|
|
2022
Q2 | $99K | Buy |
32,479
+4,000
| +14% | +$14K | ﹤0.01% | 3154 |
|
|
2022
Q1 | $87K | Hold |
28,479
| – | – | ﹤0.01% | 3267 |
|
|
2021
Q4 | $62K | Buy |
28,479
+16,479
| +137% | +$46.6K | ﹤0.01% | 3296 |
|
|
2021
Q3 | $37K | Buy |
+12,000
| New | +$35.3K | ﹤0.01% | 3287 |
|
Stifel Financial's PHX Position: Q2 2025 in Review
Stifel Financial sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 40,417 shares — an estimated $160K sold.
Stifel Financial first reported a position in PHX in Q3 2021 and held it in 15 quarters. The position peaked at $412K in Q3 2023. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.
- Stifel Financial reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
- Stifel Financial sold 40,417 PHX Minerals shares in Q2 2025, an estimated $160K.
- Stifel Financial first reported a position in PHX Minerals in Q3 2021 and held it in 15 quarters.
- Stifel Financial's PHX Minerals position peaked at $412K in Q3 2023.
- 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.
Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.