UBS Group
PHX

UBS Group’s PHX Minerals PHX Stock Holding History

UBS Group’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
-5,882
Closed -$23.2K – 10700
2025
Q1 		$23.2K Sell
5,882
-1,818
-24% -$7.23K ﹤0.01% 8126
2024
Q4 		$30.8K Buy
7,700
+3,003
+64% +$11K ﹤0.01% 7585
2024
Q3 		$15.9K Sell
4,697
-747
-14% -$2.48K ﹤0.01% 7497
2024
Q2 		$17.7K Buy
5,444
+428
+9% +$1.41K ﹤0.01% 7378
2024
Q1 		$17.1K Sell
5,016
-11,485
-70% -$35.8K ﹤0.01% 6992
2023
Q4 		$53.1K Buy
16,501
+12,667
+330% +$43.5K ﹤0.01% 6502
2023
Q3 		$14K Sell
3,834
-2,799
-42% -$9.39K ﹤0.01% 6971
2023
Q2 		$20.7K Sell
6,633
-4,694
-41% -$13.3K ﹤0.01% 6851
2023
Q1 		$29.7K Buy
11,327
+6,387
+129% +$20.3K ﹤0.01% 6810
2022
Q4 		$19.2K Buy
4,940
+713
+17% +$2.68K ﹤0.01% 7690
2022
Q3 		$14K Buy
4,227
+880
+26% +$2.84K ﹤0.01% 7921
2022
Q2 		$10K Sell
3,347
-7,289
-69% -$25.6K ﹤0.01% 7987
2022
Q1 		$32K Buy
10,636
+2,073
+24% +$5.28K ﹤0.01% 6929
2021
Q4 		$18K Buy
8,563
+167
+2% +$472 ﹤0.01% 7984
2021
Q3 		$25K Buy
8,396
+5,049
+151% +$14.8K ﹤0.01% 6925
2021
Q2 		$12K Hold
3,347
– – ﹤0.01% 7894
2021
Q1 		$10K Hold
3,347
– – ﹤0.01% 7936
2020
Q4 		$8K Sell
3,347
-2,518
-43% -$4.57K ﹤0.01% 7633
2020
Q3 		$8K Sell
5,865
-3,490
-37% -$7.48K ﹤0.01% 7031
2020
Q2 		$25K Sell
9,355
-8,404
-47% -$31.4K ﹤0.01% 6403
2020
Q1 		$66K Sell
17,759
-9,100
-34% -$60.7K ﹤0.01% 5606
2019
Q4 		$301K Buy
26,859
+7,233
+37% +$95K ﹤0.01% 5286
2019
Q3 		$275K Buy
19,626
+8,263
+73% +$101K ﹤0.01% 5011
2019
Q2 		$148K Buy
11,363
+3,024
+36% +$43.3K ﹤0.01% 5117
2019
Q1 		$131K Sell
8,339
-6,931
-45% -$111K ﹤0.01% 4882
2018
Q4 		$237K Buy
15,270
+4,540
+42% +$77K ﹤0.01% 4834
2018
Q3 		$198K Buy
10,730
+1,749
+19% +$33.9K ﹤0.01% 5069
2018
Q2 		$171K Sell
8,981
-6,723
-43% -$135K ﹤0.01% 5070
2018
Q1 		$303K Buy
15,704
+10,252
+188% +$203K ﹤0.01% 4512
2017
Q4 		$112K Sell
5,452
-2,192
-29% -$49K ﹤0.01% 5272
2017
Q3 		$182K Buy
7,644
+374
+5% +$8.31K ﹤0.01% 4907
2017
Q2 		$168K Sell
7,270
-382
-5% -$7.77K ﹤0.01% 4845
2017
Q1 		$147K Sell
7,652
-12,062
-61% -$248K ﹤0.01% 4837
2016
Q4 		$464K Buy
19,714
+6,078
+45% +$129K ﹤0.01% 4180
2016
Q3 		$239K Buy
13,636
+202
+2% +$3.41K ﹤0.01% 4433
2016
Q2 		$224K Sell
13,434
-4,939
-27% -$82.9K ﹤0.01% 4476
2016
Q1 		$318K Sell
18,373
-1,061
-5% -$16.3K ﹤0.01% 4138
2015
Q4 		$314K Sell
19,434
-1,650
-8% -$29.2K ﹤0.01% 4314
2015
Q3 		$341K Sell
21,084
-4,281
-17% -$75.9K ﹤0.01% 4207
2015
Q2 		$525K Buy
25,365
+3,076
+14% +$65.7K ﹤0.01% 4083
2015
Q1 		$441K Sell
22,289
-1,255
-5% -$26.1K ﹤0.01% 4239
2014
Q4 		$548K Buy
+23,544
New +$496K ﹤0.01% 4115

UBS Group's PHX Position: Q2 2025 in Review

UBS Group sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 5,882 shares — an estimated $23.2K sold.

UBS Group first reported a position in PHX in Q4 2014 and held it in 42 quarters. The position peaked at $548K in Q4 2014. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

  • UBS Group reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 5,882 PHX Minerals shares in Q2 2025, an estimated $23.2K.
  • UBS Group first reported a position in PHX Minerals in Q4 2014 and held it in 42 quarters.
  • UBS Group's PHX Minerals position peaked at $548K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.