PHXE-P · Phoenix Energy One, LLC

$24.81 -0.41 (-1.63%) At close · Sep 1

Customer concentration — top customer 44.3% of revenue

One customer — 44.3% of revenue (the six months ended June 30, 2026)

“For the six months ended June 30, 2026, one purchaser of our commodities and twelve third-party E&P operators made up 44.3% and 10.5% of our consolidated revenue, respectively, as compared to one purchaser of our commodities and eleven third-party E&P operators made up 47.0% and 18.0% of our consolidated revenue, respectively, for the six months ended June 30, 2025.”

One customer — 43.3% of revenue (the three months ended June 30, 2026)

“For the three months ended June 30, 2026, one purchaser of our commodities and eleven third-party E&P operators made up 43.3% and 9.8% of our consolidated revenue, respectively, as compared to one purchaser of our commodities and twelve third-party E&P operators that made up 33.0% and 16.0% of our consolidated revenue, respectively, for the three months ended June 30, 2025.”

12 customers — 10.5% of revenue (the six months ended June 30, 2026)

“For the six months ended June 30, 2026, one purchaser of our commodities and twelve third-party E&P operators made up 44.3% and 10.5% of our consolidated revenue, respectively, as compared to one purchaser of our commodities and eleven third-party E&P operators made up 47.0% and 18.0% of our consolidated revenue, respectively, for the six months ended June 30, 2025.”

11 customers — 9.8% of revenue (the three months ended June 30, 2026)

“For the three months ended June 30, 2026, one purchaser of our commodities and eleven third-party E&P operators made up 43.3% and 9.8% of our consolidated revenue, respectively, as compared to one purchaser of our commodities and twelve third-party E&P operators that made up 33.0% and 16.0% of our consolidated revenue, respectively, for the three months ended June 30, 2025.”

2 customers — 14.9% of receivables (as of June 30, 2026)

“Similarly, as of June 30, 2026, we had concentrations in accounts receivable of 14.9% and 11.0% with two purchasers of our commodities, as compared to 16.0% and 10.0% with two purchasers of our commodities and 13.0% with one third-party E&P operator as of June 30, 2025.”

2 customers — 11% of receivables (as of June 30, 2026)

“Similarly, as of June 30, 2026, we had concentrations in accounts receivable of 14.9% and 11.0% with two purchasers of our commodities, as compared to 16.0% and 10.0% with two purchasers of our commodities and 13.0% with one third-party E&P operator as of June 30, 2025.”

View the 10-Q filed Aug 10, 2026

Market Cap

$2.46B

100.00M

Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 4 and 5. Form 3 supplies initial ownership rather than a trade; Form 4 must be filed within two business days of the trade.

Date	Insider	Role	Type	Security	Shares	Price	Value	After
2025-11-20	Allen Brandon K.	Insider	Sell↓ Filing footnotes — Series A Cumulative Redeemable Preferred Shares (Direct) The Reporting Person's sales reported herein were matchable under Section 16(b) of the Securities Exchange Act of 1934 with the Reporting Person's purchase of 2,500 Series A Cumulative Redeemable Preferred Shares at a price per share of $20.00 on September 29, 2025. The Reporting Person paid to the Issuer $283.77, representing the full amount of the profit realized in connection with the short-swing transaction.	Series A Cumulative Redeemable Preferred Shares	341	$20.14	$6,866	0
2025-11-20	Allen Brandon K.	Insider	Sell↓ Filing footnotes — Series A Cumulative Redeemable Preferred Shares (Direct) The Reporting Person's sales reported herein were matchable under Section 16(b) of the Securities Exchange Act of 1934 with the Reporting Person's purchase of 2,500 Series A Cumulative Redeemable Preferred Shares at a price per share of $20.00 on September 29, 2025. The Reporting Person paid to the Issuer $283.77, representing the full amount of the profit realized in connection with the short-swing transaction.	Series A Cumulative Redeemable Preferred Shares	2,159	$20.11	$43,417	341
2025-09-29	Wagner Jason Montgomery	Director	Buy↑	Series A Cumulative Redeemable Preferred Shares	250	$20.00	$5,000	250
2025-09-29	Ferrari Adam D.	Director, Chief Executive Officer	Buy↑	Series A Cumulative Redeemable Preferred Shares	5,000	$20.00	$100,000	5,000
2025-09-29	Wilson Lindsey B.	Chief Business Officer	Buy↑	Series A Cumulative Redeemable Preferred Shares	500	$20.00	$10,000	500
2025-09-29	Wheeler David Mark	Chief Legal Officer	Buy↑	Series A Cumulative Redeemable Preferred Shares	1,000	$20.00	$20,000	1,000
2025-09-29	Pangracs Jason Allan	Director	Buy↑	Series A Cumulative Redeemable Preferred Shares	2,000	$20.00	$40,000	2,000
2025-09-29	Allen Curtis R.	Director, Chief Financial Officer	Buy↑	Series A Cumulative Redeemable Preferred Shares	8,500	$20.00	$170,000	8,500
2025-09-29	Allen Brandon K.	Insider	Buy↑	Series A Cumulative Redeemable Preferred Shares	2,500	$20.00	$50,000	2,500
2025-09-29	Arn Justin L.	Chief Land & Title Officer	Buy↑	Series A Cumulative Redeemable Preferred Shares	250	$20.00	$5,000	250
2025-09-29	Goodnight Sean M.	Chief Acquisition Officer	Buy↑	Series A Cumulative Redeemable Preferred Shares	500	$20.00	$10,000	500

Legend Buy — open-market purchase Sell — open-market sale ↑ Shares acquired ↓ Shares disposed (gift, conversion, tax…)

Showing 1–11 of 11 transactions

Key facts CIK 1818643 Visit website