Ownership

13F as of Q2 2026 · 100.0M shares outstanding

Phoenix Energy One, LLC is not yet matched to a CUSIP, so institutional (13F) holdings cannot be attributed to it. The sections below that come from its own filings still apply.

Who owns PHXE-P?

By type of holder

Institutions 0.0% Insiders 100.0% Everyone else 0.0%

Concentration Top 1 holders own 100.0%

Ferrari Daniel G. 100.0%

Institutional ownership

0.0%

0.0 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

by institutions in Q2 2026

New / sold out

0 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

No 13F manager has reported this stock in the last 8 quarters.

Biggest buyers in Q2 2026

None.

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Phoenix Energy One, LLC in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Phoenix Energy One, LLC.

How patient are the owners?

No 13F manager reports holding PHXE-P.

Super Investors

Investment managers reporting PHXE-P on Form 13F

No 13F manager reports holding PHXE-P yet.

Institutional Funds

Mutual funds and ETFs reporting PHXE-P on Form N-PORT; together they hold 0.0% of the company

No fund reports holding PHXE-P yet.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FD Ferrari Daniel G. Insider	100.0M	100.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company100.000% Ferrari Daniel G.'s insider activity →

Ferrari Daniel G.

Insider

100.0M

% of company

100.00%

Change vs last qtr

—

Held since

—

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