Wells Fargo’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $368K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $368K | Sell |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $710K | Buy |
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|
2020
Q1 | $703K | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $2.09M | Buy |
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|
2018
Q4 | $1.88M | Buy |
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|
2018
Q3 | $459K | Buy |
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|
2018
Q2 | $460K | Sell |
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|
2018
Q1 | $473K | Sell |
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|
2017
Q4 | $607K | Buy |
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|
2017
Q3 | $317K | Buy |
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|
2017
Q2 | $278K | Hold |
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|
2017
Q1 | $231K | Hold |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q3 | $124K | Sell |
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|
2016
Q2 | $125K | Sell |
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|
2016
Q1 | $138K | Sell |
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|
2015
Q4 | $1.09M | Sell |
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|
2015
Q3 | $1.09M | Sell |
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|
2015
Q2 | $1.41M | Buy |
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|
2015
Q1 | $1.3M | Buy |
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|
2014
Q4 | $1.52M | Sell |
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|
2014
Q3 | $2.05M | Sell |
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|
2014
Q2 | $4.38M | Buy |
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|
2014
Q1 | $3.4M | Sell |
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|
2013
Q4 | $2.71M | Buy |
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|
2013
Q3 | $2.29M | Hold |
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|
2013
Q2 | $2.31M | Buy |
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