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Phx Minerals shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Phx Minerals (PHX) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Phx Minerals

Tip: Access up to 7 years of quarterly data

All positions including Phx Minerals held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phx Minerals by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $77k 23k 3.41
2023-12-31 $114k 35k 3.22
2023-09-30 $40k 11k 3.64

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Top funds holding Phx Minerals

Punch & Associates Investment Management
Dimensional Fund Advisors
Vanguard Group
Ancora Advisors
Bank of New York Mellon
Invenomic Capital Management
Russell Investments
HighTower Advisors
Wells Fargo & Company
Stifel Financial
Perritt Capital Management
Citigroup
O'shaughnessy Asset Management
Royal Bank of Canada
Jane Street

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