PHX Minerals Inc (PHXUSD)

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Edenbrook Capital, LLC

INCREASED

Shares3,606,085 from 3,578,010

Change+28,075 (+1%)

Value$14.2M (-$68.0K)

Filed 2025-05-15

Dimensional Fund Advisors LP

INCREASED

Shares1,847,837 from 1,814,060

Change+33,777 (+2%)

Value$7.3M (+$42.9K)

Filed 2025-05-13

Punch & Associates Investment Management, Inc.

DECREASED

Shares1,582,234 from 2,443,884

Change-861,650 (-35%)

Value$6.2M (-$3.5M)

Filed 2025-05-15

Vanguard Group Inc

UNCHANGED

Shares1,432,314 from 1,432,314

Change0 (0%)

Value$5.7M (-$71.6K)

Filed 2025-05-09

RBF Capital, LLC

UNCHANGED

Shares569,860 from 569,860

Change0 (0%)

Value$2.3M (-$28.5K)

Filed 2025-05-15

Ancora Advisors LLCA

DECREASED

Shares465,427 from 471,544

Change-6,117 (-1%)

Value$1.8M (-$47.7K)

Filed 2025-05-15

Russell Investments Group, Ltd.

INCREASED

Shares465,389 from 449,798

Change+15,591 (+3%)

Value$1.8M (+$39.1K)

Filed 2025-05-13

Bridgeway Capital Management, LLC

INCREASED

Shares425,400 from 411,444

Change+13,956 (+3%)

Value$1.7M (+$34.6K)

Filed 2025-05-15

BlackRock, Inc.

INCREASED

Shares421,658 from 407,767

Change+13,891 (+3%)

Value$1.7M (+$34.5K)

Filed 2025-05-02

Millennium Management LLC

NEW

Shares385,160

Change+385,160

Value$1.5M

Filed 2025-05-15

Geode Capital Management, LLC

INCREASED

Shares303,524 from 295,501

Change+8,023 (+3%)

Value$1.2M (+$16.9K)

Filed 2025-05-13

Truffle Hound Capital, LLC

UNCHANGED

Shares290,000 from 290,000

Change0 (0%)

Value$1.1M (-$14.5K)

Filed 2025-05-09

Susquehanna International Group, LLP

INCREASED

Shares239,422 from 173,239

Change+66,183 (+38%)

Value$945.7K (+$252.8K)

Filed 2025-05-14

Bank of New York Mellon Corp

DECREASED

Shares227,678 from 233,967

Change-6,289 (-3%)

Value$899.3K (-$36.5K)

Filed 2025-04-29

Empowered Funds, LLC

INCREASED

Shares144,520 from 135,164

Change+9,356 (+7%)

Value$570.9K (+$30.2K)

Filed 2025-05-16

Jane Street Group, LLC

INCREASED

Shares119,829 from 45,162

Change+74,667 (+165%)

Value$473.3K (+$292.7K)

Filed 2025-05-19

Wells Fargo & Company

DECREASED

Shares114,121 from 115,565

Change-1,444 (-1%)

Value$450.8K (-$11.5K)

Filed 2025-05-13

State Street Corp

INCREASED

Shares100,856 from 99,806

Change+1,050 (+1%)

Value$398.4K (-$843)

Filed 2025-05-15

Morgan Stanley

DECREASED

Shares93,916 from 147,086

Change-53,170 (-36%)

Value$371.0K (-$217.4K)

Filed 2025-05-15

Arrowstreet Capital, Limited Partnership

INCREASED

Shares73,302 from 52,637

Change+20,665 (+39%)

Value$289.5K (+$79.0K)

Filed 2025-05-14

Northern Trust Corp

DECREASED

Shares70,416 from 74,251

Change-3,835 (-5%)

Value$278.1K (-$18.9K)

Filed 2025-05-13

Royal Bank of Canada

UNCHANGED

Shares62,242 from 62,242

Change0 (0%)

Value$246.0K (-$3.0K)

Filed 2025-11-21

Requisite Capital Management, LLC

UNCHANGED

Shares58,578 from 58,578

Change0 (0%)

Value$231.4K (-$2.9K)

Filed 2025-04-15

Goldman Sachs Group Inc

INCREASED

Shares54,134 from 16,597

Change+37,537 (+226%)

Value$213.8K (+$147.4K)

Filed 2025-06-27

American Century Companies Inc

UNCHANGED

Shares52,622 from 52,622

Change0 (0%)

Value$207.9K (-$2.6K)

Filed 2025-05-13

Squarepoint Ops LLC

NEW

Shares51,766

Change+51,766

Value$204.5K

Filed 2025-08-27

Qube Research & Technologies Ltd

DECREASED

Shares50,564 from 123,583

Change-73,019 (-59%)

Value$199.7K (-$294.6K)

Filed 2025-05-15

Schonfeld Strategic Advisors LLC

INCREASED

Shares49,368 from 36,600

Change+12,768 (+35%)

Value$195.0K (+$48.6K)

Filed 2025-05-15

Mesirow Financial Investment Management, Inc.

UNCHANGED

Shares47,542 from 47,542

Change0 (0%)

Value$172.1K (-$18.1K)

Filed 2025-05-08

Aventail Capital Group, LP

NEW

Shares42,300

Change+42,300

Value$167.1K

Filed 2025-05-15

Jain Global LLC

NEW

Shares40,450

Change+40,450

Value$159.8K

Filed 2025-05-15

Stifel Financial Corp

DECREASED

Shares40,417 from 44,300

Change-3,883 (-9%)

Value$159.6K (-$17.6K)

Filed 2025-05-14

Balyasny Asset Management L.P.

INCREASED

Shares40,262 from 21,387

Change+18,875 (+88%)

Value$159.0K (+$73.5K)

Filed 2025-05-15

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares31,108 from 26,470

Change+4,638 (+18%)

Value$122.9K (+$17.0K)

Filed 2025-05-06

Bank of America Corp

DECREASED

Shares29,791 from 35,636

Change-5,845 (-16%)

Value$117.7K (-$24.9K)

Filed 2025-05-15

Campbell & Co Investment Adviser LLC

NEW

Shares25,076

Change+25,076

Value$99.1K

Filed 2025-05-14

Cerity Partners LLC

INCREASED

Shares24,582 from 24,579

Change+3 (+0%)

Value$97.1K (+$4.3K)

Filed 2025-04-30

PFG Investments, LLC

INCREASED

Shares24,499 from 24,260

Change+239 (+1%)

Value$96.8K (-$268)

Filed 2025-04-22

LMR Partners LLP

NEW

Shares21,723

Change+21,723

Value$85.8K

Filed 2025-05-15

Modern Wealth Management, LLC

DECREASED

Shares21,000 from 42,000

Change-21,000 (-50%)

Value$83.0K (-$85.1K)

Filed 2025-06-02

HRT Financial LP

NEW

Shares20,773

Change+20,773

Value$82

Filed 2025-05-15

Oppenheimer Asset Management Inc.

INCREASED

Shares19,674 from 14,732

Change+4,942 (+34%)

Value$77.7K (+$18.8K)

Filed 2025-04-23

Omers Administration Corp

NEW

Shares19,500

Change+19,500

Value$77.0K

Filed 2025-05-14

Point72 Asia (Singapore) Pte. Ltd.

INCREASED

Shares18,598 from 13,465

Change+5,133 (+38%)

Value$73.5K (+$19.6K)

Filed 2025-05-15

Charles Schwab Investment Management Inc

UNCHANGED

Shares18,580 from 18,580

Change0 (0%)

Value$73.4K (-$929)

Filed 2025-09-15

Total Wealth Planning & Management, Inc.

UNCHANGED

Shares18,100 from 18,100

Change0 (0%)

Value$71.5K (-$905)

Filed 2025-04-24

Robotti Robert

INCREASED

Shares17,177 from 14,356

Change+2,821 (+20%)

Value$67.8K (+$10.4K)

Filed 2025-05-13

Citigroup Inc

DECREASED

Shares15,784 from 23,056

Change-7,272 (-32%)

Value$62.3K (-$29.9K)

Filed 2025-05-12

NewEdge Advisors, LLC

UNCHANGED

Shares15,500 from 15,500

Change0 (0%)

Value$61.2K (-$775)

Filed 2025-05-15

James Investment Research, Inc.

UNCHANGED

Shares15,500 from 15,500

Change0 (0%)

Value$61.2K (-$775)

Filed 2025-05-02

Mraz, Amerine & Associates, Inc.

INCREASED

Shares14,299 from 14,289

Change+10 (+0%)

Value$57.2K (+$40)

Filed 2025-07-24

Cubist Systematic Strategies, LLC

NEW

Shares6,861

Change+6,861

Value$27.1K

Filed 2025-05-15

UBS Group AG

DECREASED

Shares5,882 from 7,700

Change-1,818 (-24%)

Value$23.2K (-$7.6K)

Filed 2025-05-13

Ulland Investment Advisors, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$8 ($0)

Filed 2025-04-15

Barclays PLC

DECREASED

Shares1,976 from 9,757

Change-7,781 (-80%)

Value$7.8K (-$31.2K)

Filed 2026-03-17

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$4.0K (-$50)

Filed 2025-05-09

Tower Research Capital LLC (TRC)

INCREASED

Shares935 from 652

Change+283 (+43%)

Value$3.7K (+$1.1K)

Filed 2025-05-15

Point72 (Difc) Ltd

NEW

Shares590

Change+590

Value$2.3K

Filed 2025-05-15

Maryland Capital Advisors Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$2.0K (-$25)

Filed 2025-05-06

Chelsea Counsel Co

UNCHANGED

Shares340 from 340

Change0 (0%)

Value$1.3K (-$17)

Filed 2025-05-22

BNP Paribas Financial Markets

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$664 (-$8)

Filed 2025-05-14

SBI Securities Co., Ltd.

INCREASED

Shares108 from 8

Change+100 (+1250%)

Value$427 (+$395)

Filed 2025-05-02

JPMorgan Chase & Co

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$158 (-$2)

Filed 2025-05-12

FMR LLC

NEW

Shares1

Change+1

Value$4

Filed 2026-11-05

Citadel Advisors LLC

CLOSED

Shares0 from 23,089

Change-23,089 (-100%)

Value$0 (-$92.4K)

Filed 2025-05-15

Osaic Holdings, Inc.

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$1.2K)

Filed 2025-05-12

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-05-14

	Status
Edenbrook Capital, LLC	INCREASED	3,606,085	3,578,010	+28,075	+1%	$14.3M	$14.2M	-$68.0K	2025-05-15
Dimensional Fund Advisors LP	INCREASED	1,847,837	1,814,060	+33,777	+2%	$7.3M	$7.3M	+$42.9K	2025-05-13
Punch & Associates Investment Management, Inc.	DECREASED	1,582,234	2,443,884	-861,650	-35%	$9.8M	$6.2M	-$3.5M	2025-05-15
Vanguard Group Inc	UNCHANGED	1,432,314	1,432,314	0	0%	$5.7M	$5.7M	-$71.6K	2025-05-09
RBF Capital, LLC	UNCHANGED	569,860	569,860	0	0%	$2.3M	$2.3M	-$28.5K	2025-05-15
Ancora Advisors LLCA	DECREASED	465,427	471,544	-6,117	-1%	$1.9M	$1.8M	-$47.7K	2025-05-15
Russell Investments Group, Ltd.	INCREASED	465,389	449,798	+15,591	+3%	$1.8M	$1.8M	+$39.1K	2025-05-13
Bridgeway Capital Management, LLC	INCREASED	425,400	411,444	+13,956	+3%	$1.6M	$1.7M	+$34.6K	2025-05-15
BlackRock, Inc.	INCREASED	421,658	407,767	+13,891	+3%	$1.6M	$1.7M	+$34.5K	2025-05-02
Millennium Management LLC	NEW	385,160	—	+385,160	—	—	$1.5M	—	2025-05-15
Geode Capital Management, LLC	INCREASED	303,524	295,501	+8,023	+3%	$1.2M	$1.2M	+$16.9K	2025-05-13
Truffle Hound Capital, LLC	UNCHANGED	290,000	290,000	0	0%	$1.2M	$1.1M	-$14.5K	2025-05-09
Susquehanna International Group, LLP	INCREASED	239,422	173,239	+66,183	+38%	$693.0K	$945.7K	+$252.8K	2025-05-14
Bank of New York Mellon Corp	DECREASED	227,678	233,967	-6,289	-3%	$935.9K	$899.3K	-$36.5K	2025-04-29
Empowered Funds, LLC	INCREASED	144,520	135,164	+9,356	+7%	$540.7K	$570.9K	+$30.2K	2025-05-16
Jane Street Group, LLC	INCREASED	119,829	45,162	+74,667	+165%	$180.6K	$473.3K	+$292.7K	2025-05-19
Wells Fargo & Company	DECREASED	114,121	115,565	-1,444	-1%	$462.3K	$450.8K	-$11.5K	2025-05-13
State Street Corp	INCREASED	100,856	99,806	+1,050	+1%	$399.2K	$398.4K	-$843	2025-05-15
Morgan Stanley	DECREASED	93,916	147,086	-53,170	-36%	$588.3K	$371.0K	-$217.4K	2025-05-15
Arrowstreet Capital, Limited Partnership	INCREASED	73,302	52,637	+20,665	+39%	$210.5K	$289.5K	+$79.0K	2025-05-14
Northern Trust Corp	DECREASED	70,416	74,251	-3,835	-5%	$297.0K	$278.1K	-$18.9K	2025-05-13
Royal Bank of Canada	UNCHANGED	62,242	62,242	0	0%	$249.0K	$246.0K	-$3.0K	2025-11-21
Requisite Capital Management, LLC	UNCHANGED	58,578	58,578	0	0%	$234.3K	$231.4K	-$2.9K	2025-04-15
Goldman Sachs Group Inc	INCREASED	54,134	16,597	+37,537	+226%	$66.4K	$213.8K	+$147.4K	2025-06-27
American Century Companies Inc	UNCHANGED	52,622	52,622	0	0%	$210.5K	$207.9K	-$2.6K	2025-05-13
Squarepoint Ops LLC	NEW	51,766	—	+51,766	—	—	$204.5K	—	2025-08-27
Qube Research & Technologies Ltd	DECREASED	50,564	123,583	-73,019	-59%	$494.3K	$199.7K	-$294.6K	2025-05-15
Schonfeld Strategic Advisors LLC	INCREASED	49,368	36,600	+12,768	+35%	$146.4K	$195.0K	+$48.6K	2025-05-15
Mesirow Financial Investment Management, Inc.	UNCHANGED	47,542	47,542	0	0%	$190.2K	$172.1K	-$18.1K	2025-05-08
Aventail Capital Group, LP	NEW	42,300	—	+42,300	—	—	$167.1K	—	2025-05-15
Jain Global LLC	NEW	40,450	—	+40,450	—	—	$159.8K	—	2025-05-15
Stifel Financial Corp	DECREASED	40,417	44,300	-3,883	-9%	$177.2K	$159.6K	-$17.6K	2025-05-14
Balyasny Asset Management L.P.	INCREASED	40,262	21,387	+18,875	+88%	$85.5K	$159.0K	+$73.5K	2025-05-15
Y-Intercept (Hong Kong) Ltd	INCREASED	31,108	26,470	+4,638	+18%	$105.9K	$122.9K	+$17.0K	2025-05-06
Bank of America Corp	DECREASED	29,791	35,636	-5,845	-16%	$142.5K	$117.7K	-$24.9K	2025-05-15
Campbell & Co Investment Adviser LLC	NEW	25,076	—	+25,076	—	—	$99.1K	—	2025-05-14
Cerity Partners LLC	INCREASED	24,582	24,579	+3	+0%	$92.8K	$97.1K	+$4.3K	2025-04-30
PFG Investments, LLC	INCREASED	24,499	24,260	+239	+1%	$97.0K	$96.8K	-$268	2025-04-22
LMR Partners LLP	NEW	21,723	—	+21,723	—	—	$85.8K	—	2025-05-15
Modern Wealth Management, LLC	DECREASED	21,000	42,000	-21,000	-50%	$168.0K	$83.0K	-$85.1K	2025-06-02
HRT Financial LP	NEW	20,773	—	+20,773	—	—	$82	—	2025-05-15
Oppenheimer Asset Management Inc.	INCREASED	19,674	14,732	+4,942	+34%	$58.9K	$77.7K	+$18.8K	2025-04-23
Omers Administration Corp	NEW	19,500	—	+19,500	—	—	$77.0K	—	2025-05-14
Point72 Asia (Singapore) Pte. Ltd.	INCREASED	18,598	13,465	+5,133	+38%	$53.9K	$73.5K	+$19.6K	2025-05-15
Charles Schwab Investment Management Inc	UNCHANGED	18,580	18,580	0	0%	$74.3K	$73.4K	-$929	2025-09-15
Total Wealth Planning & Management, Inc.	UNCHANGED	18,100	18,100	0	0%	$72.4K	$71.5K	-$905	2025-04-24
Robotti Robert	INCREASED	17,177	14,356	+2,821	+20%	$57.4K	$67.8K	+$10.4K	2025-05-13
Citigroup Inc	DECREASED	15,784	23,056	-7,272	-32%	$92.2K	$62.3K	-$29.9K	2025-05-12
NewEdge Advisors, LLC	UNCHANGED	15,500	15,500	0	0%	$62.0K	$61.2K	-$775	2025-05-15
James Investment Research, Inc.	UNCHANGED	15,500	15,500	0	0%	$62.0K	$61.2K	-$775	2025-05-02
Mraz, Amerine & Associates, Inc.	INCREASED	14,299	14,289	+10	+0%	$57.2K	$57.2K	+$40	2025-07-24
Cubist Systematic Strategies, LLC	NEW	6,861	—	+6,861	—	—	$27.1K	—	2025-05-15
UBS Group AG	DECREASED	5,882	7,700	-1,818	-24%	$30.8K	$23.2K	-$7.6K	2025-05-13
Ulland Investment Advisors, LLC	UNCHANGED	2,000	2,000	0	0%	$8	$8	$0	2025-04-15
Barclays PLC	DECREASED	1,976	9,757	-7,781	-80%	$39.0K	$7.8K	-$31.2K	2026-03-17
PNC Financial Services Group, Inc.	UNCHANGED	1,000	1,000	0	0%	$4.0K	$4.0K	-$50	2025-05-09
Tower Research Capital LLC (TRC)	INCREASED	935	652	+283	+43%	$2.6K	$3.7K	+$1.1K	2025-05-15
Point72 (Difc) Ltd	NEW	590	—	+590	—	—	$2.3K	—	2025-05-15
Maryland Capital Advisors Inc.	UNCHANGED	500	500	0	0%	$2.0K	$2.0K	-$25	2025-05-06
Chelsea Counsel Co	UNCHANGED	340	340	0	0%	$1.4K	$1.3K	-$17	2025-05-22
BNP Paribas Financial Markets	UNCHANGED	168	168	0	0%	$672	$664	-$8	2025-05-14
SBI Securities Co., Ltd.	INCREASED	108	8	+100	+1250%	$32	$427	+$395	2025-05-02
JPMorgan Chase & Co	UNCHANGED	40	40	0	0%	$160	$158	-$2	2025-05-12
FMR LLC	NEW	1	—	+1	—	—	$4	—	2026-11-05
Citadel Advisors LLC	CLOSED	0	23,089	-23,089	-100%	$92.4K	$0	-$92.4K	2025-05-15
Osaic Holdings, Inc.	CLOSED	0	300	-300	-100%	$1.2K	$0	-$1.2K	2025-05-12
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-05-14

Showing 67 of 67 institutions