PHX Energy Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

OTCPK:PHXH.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Sep 24	SellUS$698,450	John Hooks	Individual	100,000	US$7.24
15 Aug 24	BuyUS$3,074	Lawrence Hibbard	Individual	400	US$7.68
17 May 24	BuyUS$24,676	Garrett Wright	Individual	3,700	US$6.67
16 May 24	BuyUS$32,992	Michael Buker	Individual	5,000	US$6.61
14 May 24	BuyUS$24,949	Garrett Wright	Individual	3,805	US$6.56
13 May 24	BuyUS$24,672	Karen David-Green	Individual	3,950	US$6.25
13 May 24	BuyUS$29,029	Garrett Wright	Individual	4,626	US$6.28
10 May 24	BuyUS$6,258	Lawrence Hibbard	Individual	1,000	US$6.26
09 May 24	BuyUS$5,678	Karen David-Green	Individual	875	US$6.49
02 Apr 24	SellUS$494,950	John Hooks	Individual	71,800	US$6.89
28 Mar 24	SellUS$195,463	John Hooks	Individual	28,200	US$6.93
27 Mar 24	SellUS$187,534	Cameron Ritchie	Individual	28,000	US$6.85
21 Mar 24	SellUS$1,829,012	John Hooks	Individual	275,000	US$6.65
20 Mar 24	SellUS$1,327,473	Jeffery Shafer	Individual	200,000	US$6.64
20 Mar 24	SellUS$189,999	Craig Brown	Individual	28,600	US$6.64
19 Mar 24	SellUS$897,513	Craig Brown	Individual	135,000	US$6.65
18 Mar 24	SellUS$121,191	Jeffery Shafer	Individual	18,300	US$6.62
18 Mar 24	SellUS$66,257	Myron Tetreault	Individual	10,000	US$6.64
18 Mar 24	SellUS$200,003	Craig Brown	Individual	30,100	US$6.64
15 Mar 24	SellUS$111,231	Michael Buker	Individual	17,000	US$6.55
13 Mar 24	SellUS$119,662	Michael Buker	Individual	18,000	US$6.65
13 Mar 24	SellUS$42,009	Craig Brown	Individual	6,300	US$6.69
12 Mar 24	SellUS$66,437	Michael Buker	Individual	10,000	US$6.64

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PHXH.F?
Owner Type	Number of Shares	Ownership Percentage
General Public	2,404,705	5.27%
VC/PE Firms	3,269,166	7.16%
Hedge Funds	4,501,700	9.86%
Individual Insiders	6,632,560	14.5%
Institutions	28,830,041	63.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 90.97% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.6%	BNY Asset Management	8,958,447	US$58.0m	0%	0.01%
14.5%	M&G Investment Management Limited	6,629,683	US$42.9m	0%	0.09%
10.1%	John Hooks	4,606,376	US$29.8m	-2.12%	no data
9.86%	GMT Capital Corp.	4,501,700	US$29.1m	-28.6%	0.89%
7.16%	Gresham House Asset Management Limited	3,269,166	US$21.2m	0%	1.18%
6.06%	Canoe Financial LP	2,763,633	US$17.9m	0%	0.28%
4.09%	FMR LLC	1,865,180	US$12.1m	-0.2%	no data
2.36%	Artemis Investment Management LLP	1,075,492	US$7.0m	0%	0.03%
2.33%	BlackRock, Inc.	1,063,700	US$6.9m	-0.08%	no data
1.97%	Chelverton Asset Management Limited	900,000	US$5.8m	0%	0.44%
1.62%	Dimensional Fund Advisors LP	741,250	US$4.8m	2.92%	no data
1.31%	Franklin Resources, Inc.	597,145	US$3.9m	0%	no data
1.24%	Northern Trust Global Investments	567,527	US$3.7m	0%	no data
1.08%	Janus Henderson Group plc	491,415	US$3.2m	0%	no data
1.04%	AGF Management Limited	475,106	US$3.1m	0%	0.01%
1.03%	Forge First Asset Management Inc.	469,964	US$3.0m	0%	0.73%
0.88%	Edentree Asset Management Limited	400,000	US$2.6m	0%	0.43%
0.86%	Michael Buker	391,841	US$2.5m	-2.49%	no data
0.72%	Craig Brown	329,633	US$2.1m	0%	no data
0.66%	NewGen Asset Management Limited	300,000	US$1.9m	0%	0.65%
0.56%	Hillsdale Investment Management Inc.	257,108	US$1.7m	0%	0.08%
0.51%	Jeffery Shafer	233,793	US$1.5m	0%	no data
0.48%	Roger Thomas	220,724	US$1.4m	0%	no data
0.48%	Jarislowsky, Fraser Limited	218,735	US$1.4m	0%	0.01%
0.42%	Garrett Wright	191,527	US$1.2m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 12:28
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

PHX Energy Services Corp. is covered by 17 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Tim Monachello	ATB Capital Markets
John Gibson	BMO Capital Markets Equity Research
John Tasdemir	Canaccord Genuity