Rockbridge Investment Management, LCC »

Phx Minerals shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Phx Minerals (PHX) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Phx Minerals

Tip: Access up to 7 years of quarterly data

All positions including Phx Minerals held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phx Minerals by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $99 31 3.23

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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

View all funds holding Phx Minerals