Victory Capital Management
PHX

Victory Capital Management’s PHX Minerals PHX Stock Holding History

Victory Capital 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
2024
Q1 		– Sell
-26,225
Closed -$84.4K – 2550
2023
Q4 		$84.4K Buy
+26,225
New +$90K ﹤0.01% 2370
2020
Q2 		– Sell
-5,266
Closed -$20K – 3061
2020
Q1 		$20K Buy
+5,266
New +$35.1K ﹤0.01% 3099
2019
Q4 		– Sell
-2,804
Closed -$39K – 3086
2019
Q3 		$39K Buy
+2,804
New +$34.3K ﹤0.01% 2794

Other funds holding PHX

EC
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
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
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management's PHX Position: Q1 2024 in Review

Victory Capital Management sold out of PHX Minerals (PHX) in Q1 2024, closing a stake of 26,225 shares — an estimated $84.4K sold.

Victory Capital Management first reported a position in PHX in Q3 2019 and held it in 3 quarters. The position peaked at $84.4K in Q4 2023. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2024.

  • Victory Capital Management reported no remaining PHX Minerals position as of Q1 2024 after selling out during the quarter.
  • Victory Capital Management sold 26,225 PHX Minerals shares in Q1 2024, an estimated $84.4K.
  • Victory Capital Management first reported a position in PHX Minerals in Q3 2019 and held it in 3 quarters.
  • Victory Capital Management's PHX Minerals position peaked at $84.4K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2024.

Based on Victory Capital Management's 13F filing for Q1 2024, filed 3 May 2024.