Tompkins Financial’s PHX Minerals PHX Stock Holding History

Tompkins Financial’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	-521	Closed	-$1.68K	–	689
2023 Q4	$1.68K	Buy	+521	New	+$1.79K	﹤0.01%	598

Other funds holding PHX

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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 London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tompkins Financial's PHX Position: Q1 2024 in Review

Tompkins Financial sold out of PHX Minerals (PHX) in Q1 2024, closing a stake of 521 shares — an estimated $1.68K sold.

Tompkins Financial first reported a position in PHX in Q4 2023 and held it in 1 quarter. The position peaked at $1.68K in Q4 2023. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2024.

Tompkins Financial reported no remaining PHX Minerals position as of Q1 2024 after selling out during the quarter.
Tompkins Financial sold 521 PHX Minerals shares in Q1 2024, an estimated $1.68K.
Tompkins Financial first reported a position in PHX Minerals in Q4 2023 and held it in 1 quarter.
Tompkins Financial's PHX Minerals position peaked at $1.68K in Q4 2023.
53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.