Security key
698477106
PHX MINERALS INC. - Common Stock, Par Value $0.01666 (PHX)
CUSIP: 698477106
Q4 2017 13F Holders as of 31 Dec 2017
- Security type / class
- Equity / Common Stock, Par Value $0.01666
- Total 13F shares
- 9,599,596
- Total 13F value
- $197,281,283
- Share change
- +104,135
- SEC-reported price per share
- $20.55
- Number of holders
- 76
- Value change
- +$1,645,557
- Number of buys
- 31
- Number of sells
- 26
- Shares outstanding
- 37,906,227
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2017
Institutions
76
Top holders
10
PHX full security history
Ownership snapshot
Full 13F holder table
PHX MINERALS INC. SEC filings
PHX MINERALS INC. company facts
Broader feeds
Ownership snapshot
Top reported holders of PHX - PHX MINERALS INC. - Common Stock, Par Value $0.01666 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Trigran Investments, Inc.
Disclosed value leader
Trigran Investments, Inc.
Comparable rows
0/15
Latest evidence
30 Sep 2017
13F
Highest disclosed value: $46,942,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Trigran Investments, Inc. has the largest disclosed position value at $46.94M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Trigran Investments, Inc.'s linked filing trail.
Disclosed position value
Top 5
Trigran Investments, Inc.
$46.94M
BlackRock Finance, Inc.
$26.51M
PRICE T ROWE ASSOCIATES INC /MD/
$22.03M
Robert E. Robotti
$17.98M
VANGUARD GROUP INC
$16.07M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Trigran Investments, Inc. |
13F
Company
|
—
denominator unverified
|
$46,942,000
1,972,347 shares
|
— | 30 Sep 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$26,510,000
1,113,843 shares
|
— | 30 Sep 2017 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
—
denominator unverified
|
$22,031,000
925,684 shares
|
— | 30 Sep 2017 |
| Robert E. Robotti |
13F
Individual
|
—
denominator unverified
|
$17,977,000
755,337 shares
|
— | 30 Sep 2017 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$16,069,000
675,163 shares
|
— | 30 Sep 2017 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$13,777,000
578,839 shares
|
— | 30 Sep 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
76
Shares
9,599,596
Rows available
76
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
75
Q4 2017 holders
76
Holder diff
1
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 value | Q4 2017 value | Value change | Value Chg % |
|---|