Ulland Investment Advisors’s PHX Minerals PHX Stock Holding History

Ulland Investment Advisors’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	-2,000	Closed	-$8K	–	227
2025 Q1	$8K	Hold	2,000	–	–	0.01%	185
2024 Q4	$8K	Buy	2,000 +1,000	+100%	+$3.68K	0.01%	182
2024 Q3	$3K	Buy	+1,000	New	+$3.33K	﹤0.01%	188

Ulland Investment Advisors's PHX Position: Q2 2025 in Review

Ulland Investment Advisors sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 2,000 shares — an estimated $8K sold.

Ulland Investment Advisors first reported a position in PHX in Q3 2024 and held it in 3 quarters. The position peaked at $8K in Q1 2025. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.

Ulland Investment Advisors reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
Ulland Investment Advisors sold 2,000 PHX Minerals shares in Q2 2025, an estimated $8K.
Ulland Investment Advisors first reported a position in PHX Minerals in Q3 2024 and held it in 3 quarters.
Ulland Investment Advisors's PHX Minerals position peaked at $8K in Q1 2025.
0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.

Based on Ulland Investment Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.