TWPM
PHX

Total Wealth Planning & Management’s PHX Minerals PHX Stock Holding History

Total Wealth Planning & 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
2025
Q2 		– Sell
-18,100
Closed -$71.5K – 237
2025
Q1 		$71.5K Hold
18,100
– – 0.07% 189
2024
Q4 		$72.4K Buy
+18,100
New +$66.5K 0.07% 192

Total Wealth Planning & Management's PHX Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 18,100 shares — an estimated $71.5K sold.

Total Wealth Planning & Management first reported a position in PHX in Q4 2024 and held it in 2 quarters. The position peaked at $72.4K in Q4 2024. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 18,100 PHX Minerals shares in Q2 2025, an estimated $71.5K.
  • Total Wealth Planning & Management first reported a position in PHX Minerals in Q4 2024 and held it in 2 quarters.
  • Total Wealth Planning & Management's PHX Minerals position peaked at $72.4K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.