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PHXE-P · Phoenix Energy One, LLC · Shareholders & Ownership

Track PHXE-P — free
$25.25 -0.20 (-0.77%) At close · Oct 21
Market Cap
$2.55B
Shares
100.00M
Volume · Oct 21 5230 Avg daily vol (3M) 10.29K

Every disclosed holder of PHXE-P in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns PHXE-P

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group Shares % Out
Institutional (13F) 0 0.00%
Insiders (Forms 3, 4, 5) 100,018,150 100.02%
13D/G-only blocks 0 0.00%
Remaining 18,150 -0.02%
Registered funds (N-PORT, not summed) 0 0.00%

Shares outstanding: 100,000,000, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PHXE-P

# Holder Shares
1
Ferrari Daniel G.
Insider CIK 2072561 · Sep 25, 2025
Director, issuer-wide
100,000,000
2
Allen Curtis R.
Insider CIK 2073506 · Sep 29, 2025
Director, Chief Financial Officer, issuer-wide
8,500
3
Ferrari Adam D.
Insider CIK 2072560 · Sep 29, 2025
Director, Chief Executive Officer, issuer-wide
5,000
4
Pangracs Jason Allan
Insider CIK 2073242 · Sep 29, 2025
Director, issuer-wide
2,000
5
Wheeler David Mark
Insider CIK 2074555 · Sep 29, 2025
Chief Legal Officer, issuer-wide
1,000
6
Goodnight Sean M.
Insider CIK 2073557 · Sep 29, 2025
Chief Acquisition Officer, issuer-wide
500
7
Wilson Lindsey B.
Insider CIK 2074108 · Sep 29, 2025
Chief Business Officer, issuer-wide
500
8
Arn Justin L.
Insider CIK 2073558 · Sep 29, 2025
Chief Land & Title Officer, issuer-wide
250
9
Wagner Jason Montgomery
Insider CIK 2074045 · Sep 29, 2025
Director, issuer-wide
250
10
Kaplan Robert Richard Jr.
Insider CIK 2133256 · May 18, 2026
General Counsel, issuer-wide
150

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.