Punch & Associates Investment Management, Inc.

13F Holdings History for PHX MINERALS INC. - Class A Common Stock, par value $0.01666 per share (PHX)

Symbol: PHX on NYSE
Investment type: Equity / Class A Common Stock, par value $0.01666 per share
Latest Disclosed Ownership: 1.58M shares
Security Ownership: 4.2%

Shares, Excluding Options vs Price

Value, Excluding Options

Punch & Associates Investment Management, Inc. ownership in PHX MINERALS INC. Class A Common Stock, par value $0.01666 per share (PHX)

2025-05-15 - Punch & Associates Investment Management, Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1.58M shares of PHX MINERALS INC. Class A Common Stock, par value $0.01666 per share (PHX). This represents 4.2% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Punch & Associates Investment Management, Inc.	4.2%		$5.46M	1.58M			$3.45	13G/A	3/31/2025	15 May 2025 09:15:04

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025		-0.41%	$0	0	-1,582,234	-100%		Q2 2025
3/31/2025	0.41%	-0.22%	$6.25M	1.58M	-861,650		$3.95	Q1 2025
12/31/2024	0.53%	-0.02%	$9.78M	2.44M	-105,409	-4.13%	$4.00	Q4 2024
9/30/2024	0.48%	-0.03%	$8.62M	2.55M	-177,937	-6.52%	$3.38	Q3 2024
6/30/2024	0.52%		$8.89M	2.73M			$3.26	Q2 2024
3/31/2024	0.53%	0%	$9.3M	2.73M	-18,654	-0.68%	$3.41	Q1 2024
12/31/2023	0.52%	+0.33%	$8.84M	2.75M	+1,584,839	+137%	$3.22	Q4 2023
9/30/2023	0.27%	+0.04%	$4.23M	1.16M	+165,876	+16.7%	$3.64	Q3 2023
6/30/2023	0.19%	+0.04%	$3.1M	995K	+186,893	+23.1%	$3.12	Q2 2023
3/31/2023	0.14%	+0.01%	$2.12M	808K	+35,500	+4.59%	$2.62	Q1 2023
12/31/2022	0.19%	+0.11%	$3.01M	773K	+422,189	+120%	$3.89	Q4 2022
9/30/2022	0.08%	+0.02%	$1.14M	351K	+75,930	+27.6%	$3.24	Q3 2022
6/30/2022	0.06%	+0.05%	$835K	275K	+226,132	+466%	$3.04	Q2 2022
3/31/2022	0.01%	+0.01%	$148K	48.5K	+48,525	NEW	$3.05	Q1 2022

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.