Security key
698477106
PHX MINERALS INC. - Common Stock, Par Value $0.01666 (PHX)
CUSIP: 698477106
Q2 2019 13F Holders as of 30 Jun 2019
- Security type / class
- Equity / Common Stock, Par Value $0.01666
- Total 13F shares
- 9,732,713
- Total 13F value
- $126,913,595
- Share change
- -35,944
- SEC-reported price per share
- $13.04
- Number of holders
- 65
- Value change
- -$544,866
- Number of buys
- 32
- Number of sells
- 22
- Shares outstanding
- 37,906,227
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2019
Institutions
65
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
15/15
Latest evidence
31 Mar 2019
13F
Lead comparable stake: 6%
Showing 1-6 of 15 holder rows.
Quick read
Trigran Investments, Inc. leads the comparable SEC ownership view at 6%.
15 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.
Comparable ownership
Top 5
Trigran Investments, Inc.
6%
BlackRock Finance, Inc.
3%
PRICE T ROWE ASSOCIATES INC /MD/
2.1%
Robert E. Robotti
2%
DIMENSIONAL FUND ADVISORS LP
2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
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
|
6%
|
$35,513,000
2,261,942 shares
|
— | 31 Mar 2019 |
| BlackRock Finance, Inc. |
13F
Company
|
3%
|
$17,952,000
1,143,415 shares
|
— | 31 Mar 2019 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
2.1%
|
$12,582,000
801,424 shares
|
— | 31 Mar 2019 |
| Robert E. Robotti |
13F
Individual
|
2%
|
$11,818,000
752,733 shares
|
— | 31 Mar 2019 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
2%
|
$11,609,000
739,432 shares
|
— | 31 Mar 2019 |
| VANGUARD GROUP INC |
13F
Company
|
1.9%
|
$11,561,000
736,398 shares
|
— | 31 Mar 2019 |
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 Q2 2019
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
65
Shares
9,732,713
Rows available
65
| 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 Q2 2019 vs Q1 2019 Across Filers
Q1 2019 holders
63
Q2 2019 holders
65
Holder diff
2
| Investor | Q1 2019 Shares | Q2 2019 Shares | Share Diff | Share Chg % | Q1 2019 value | Q2 2019 value | Value change | Value Chg % |
|---|