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 |
-114,121
| Closed | -$451K | – | 7317 |
|
|
2025
Q1 | $451K | Sell |
114,121
-1,444
| -1% | -$5.75K | ﹤0.01% | 4174 |
|
|
2024
Q4 | $462K | Sell |
115,565
-19
| -0% | -$70 | ﹤0.01% | 4232 |
|
|
2024
Q3 | $391K | Sell |
115,584
-1,966
| -2% | -$6.54K | ﹤0.01% | 4155 |
|
|
2024
Q2 | $383K | Sell |
117,550
-16,504
| -12% | -$54.4K | ﹤0.01% | 4077 |
|
|
2024
Q1 | $457K | Buy |
134,054
+10,347
| +8% | +$32.3K | ﹤0.01% | 3952 |
|
|
2023
Q4 | $398K | Sell |
123,707
-483
| -0.4% | -$1.66K | ﹤0.01% | 4010 |
|
|
2023
Q3 | $452K | Buy |
124,190
+6,169
| +5% | +$20.7K | ﹤0.01% | 3850 |
|
|
2023
Q2 | $368K | Sell |
118,021
-414
| -0.3% | -$1.18K | ﹤0.01% | 4165 |
|
|
2023
Q1 | $310K | Buy |
118,435
+702
| +0.6% | +$2.23K | ﹤0.01% | 4163 |
|
|
2022
Q4 | $458K | Sell |
117,733
-1,788
| -1% | -$6.71K | ﹤0.01% | 3696 |
|
|
2022
Q3 | $388K | Sell |
119,521
-1,019
| -0.8% | -$3.28K | ﹤0.01% | 3851 |
|
|
2022
Q2 | $367K | Buy |
120,540
+1,020
| +0.9% | +$3.58K | ﹤0.01% | 3934 |
|
|
2022
Q1 | $366K | Sell |
119,520
-6,052
| -5% | -$15.4K | ﹤0.01% | 4629 |
|
|
2021
Q4 | $272K | Sell |
125,572
-23,110
| -16% | -$65.3K | ﹤0.01% | 5097 |
|
|
2021
Q3 | $454K | Buy |
148,682
+19,984
| +16% | +$58.7K | ﹤0.01% | 4714 |
|
|
2021
Q2 | $479K | Buy |
128,698
+248
| +0.2% | +$753 | ﹤0.01% | 4641 |
|
|
2021
Q1 | $368K | Sell |
128,450
-1,998
| -2% | -$6.11K | ﹤0.01% | 4858 |
|
|
2020
Q4 | $300K | Sell |
130,448
-136,085
| -51% | -$247K | ﹤0.01% | 4877 |
|
|
2020
Q3 | $381K | Buy |
266,533
+1,622
| +0.6% | +$3.47K | ﹤0.01% | 4547 |
|
|
2020
Q2 | $710K | Buy |
264,911
+74,592
| +39% | +$279K | ﹤0.01% | 4082 |
|
|
2020
Q1 | $703K | Buy |
190,319
+23,869
| +14% | +$159K | ﹤0.01% | 3784 |
|
|
2019
Q4 | $1.87M | Buy |
166,450
+29,060
| +21% | +$382K | ﹤0.01% | 3397 |
|
|
2019
Q3 | $1.92M | Sell |
137,390
-7,943
| -5% | -$97.3K | ﹤0.01% | 3363 |
|
|
2019
Q2 | $1.9M | Buy |
145,333
+12,485
| +9% | +$179K | ﹤0.01% | 3412 |
|
|
2019
Q1 | $2.09M | Buy |
132,848
+11,370
| +9% | +$181K | ﹤0.01% | 3328 |
|
|
2018
Q4 | $1.88M | Buy |
121,478
+96,556
| +387% | +$1.64M | ﹤0.01% | 3322 |
|
|
2018
Q3 | $459K | Buy |
24,922
+869
| +4% | +$16.8K | ﹤0.01% | 4502 |
|
|
2018
Q2 | $460K | Sell |
24,053
-477
| -2% | -$9.56K | ﹤0.01% | 4512 |
|
|
2018
Q1 | $473K | Sell |
24,530
-4,992
| -17% | -$98.7K | ﹤0.01% | 4430 |
|
|
2017
Q4 | $607K | Buy |
29,522
+16,231
| +122% | +$363K | ﹤0.01% | 4253 |
|
|
2017
Q3 | $317K | Buy |
13,291
+1,242
| +10% | +$27.6K | ﹤0.01% | 4640 |
|
|
2017
Q2 | $278K | Hold |
12,049
| – | – | ﹤0.01% | 4579 |
|
|
2017
Q1 | $231K | Hold |
12,049
| – | – | ﹤0.01% | 4726 |
|
|
2016
Q4 | $284K | Buy |
12,049
+4,963
| +70% | +$106K | ﹤0.01% | 4570 |
|
|
2016
Q3 | $124K | Sell |
7,086
-439
| -6% | -$7.42K | ﹤0.01% | 4777 |
|
|
2016
Q2 | $125K | Sell |
7,525
-470
| -6% | -$7.88K | ﹤0.01% | 4685 |
|
|
2016
Q1 | $138K | Sell |
7,995
-59,670
| -88% | -$918K | ﹤0.01% | 4626 |
|
|
2015
Q4 | $1.09M | Sell |
67,665
-67
| -0.1% | -$1.19K | ﹤0.01% | 3418 |
|
|
2015
Q3 | $1.09M | Sell |
67,732
-300
| -0.4% | -$5.32K | ﹤0.01% | 3429 |
|
|
2015
Q2 | $1.41M | Buy |
68,032
+2,566
| +4% | +$54.8K | ﹤0.01% | 3338 |
|
|
2015
Q1 | $1.3M | Buy |
65,466
+286
| +0.4% | +$5.96K | ﹤0.01% | 3344 |
|
|
2014
Q4 | $1.52M | Sell |
65,180
-3,358
| -5% | -$70.8K | ﹤0.01% | 3215 |
|
|
2014
Q3 | $2.05M | Sell |
68,538
-87,916
| -56% | -$2.7M | ﹤0.01% | 2985 |
|
|
2014
Q2 | $4.38M | Buy |
156,454
+664
| +0.4% | +$16.8K | ﹤0.01% | 2435 |
|
|
2014
Q1 | $3.4M | Sell |
155,790
-6,336
| -4% | -$123K | ﹤0.01% | 2612 |
|
|
2013
Q4 | $2.71M | Buy |
162,126
+348
| +0.2% | +$5.53K | ﹤0.01% | 2704 |
|
|
2013
Q3 | $2.29M | Hold |
161,778
| – | – | ﹤0.01% | 2797 |
|
|
2013
Q2 | $2.31M | Buy |
+161,778
| New | +$2.32M | ﹤0.01% | 2713 |
|
Wells Fargo's PHX Position: Q2 2025 in Review
Wells Fargo sold out of PHX Minerals (PHX) in Q2 2025, closing a stake of 114,121 shares — an estimated $451K sold.
Wells Fargo first reported a position in PHX in Q2 2013 and held it in 48 quarters. The position peaked at $4.38M in Q2 2014. 0 funds tracked by Wall St. Rank hold PHX as of Q2 2025.
- Wells Fargo reported no remaining PHX Minerals position as of Q2 2025 after selling out during the quarter.
- Wells Fargo sold 114,121 PHX Minerals shares in Q2 2025, an estimated $451K.
- Wells Fargo first reported a position in PHX Minerals in Q2 2013 and held it in 48 quarters.
- Wells Fargo's PHX Minerals position peaked at $4.38M in Q2 2014.
- 0 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2025.
Based on Wells Fargo's 13F filing for Q2 2025, filed 14 Aug 2025.