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PHXE.PNYSECrude Petroleum & Natural GasFiscal year ends December 31

Phoenix Energy One, LLC

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$25.49+0.00 (0.00%)

Close on Oct 19, 2026

Market cap
–
P/E (TTM)
–
Dividend yield
–

Ownership

Who owns Phoenix Energy One, LLC's shares

Held by institutions
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Shares held, 13F filers
Institutional holders
–
Net institutional buying
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Insider trades, 12 months
0 buys · 2 sales
Net sold $50.29K

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares owned% of sharesLatest filing
Adam D. FerrariChief Executive Officer, Director5,0000.01%Oct 1, 2025
Curtis R. AllenChief Financial Officer, Director8,5000.01%Oct 1, 2025
Robert Richard Kaplan Jr.General Counsel1500.00%May 28, 2026
David Lawrence ScaddenChief Operating Officer––Nov 13, 2025
Sean M. GoodnightChief Acquisition Officer5000.00%Oct 1, 2025
Justin L. ArnChief Land & Title Officer2500.00%Oct 1, 2025
David Mark WheelerChief Legal Officer1,0000.00%Oct 1, 2025
Lindsey B. WilsonChief Business Officer5000.00%Oct 1, 2025
Jason Allan PangracsDirector2,0000.00%Oct 1, 2025
Jason Montgomery WagnerDirector2500.00%Oct 1, 2025
Daniel G. FerrariDirector100,000,000100.00%Sep 25, 2025
Brandon K. Allen–3410.00%Nov 21, 2025

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Brandon K. Allen
–
Nov 20, 2025Sale−2,159$20.11$43.42K341
Brandon K. Allen
–
Nov 20, 2025Sale−341$20.14$6.87K0
Curtis R. Allen
Chief Financial Officer, Director
Sep 29, 2025Buy+8,500$20.00$170.00K8,500
Adam D. Ferrari
Chief Executive Officer, Director
Sep 29, 2025Buy+5,000$20.00$100.00K5,000
Jason Allan Pangracs
Director
Sep 29, 2025Buy+2,000$20.00$40.00K2,000
Sean M. Goodnight
Chief Acquisition Officer
Sep 29, 2025Buy+500$20.00$10.00K500
Lindsey B. Wilson
Chief Business Officer
Sep 29, 2025Buy+500$20.00$10.00K500
Jason Montgomery Wagner
Director
Sep 29, 2025Buy+250$20.00$5.00K250
Justin L. Arn
Chief Land & Title Officer
Sep 29, 2025Buy+250$20.00$5.00K250
David Mark Wheeler
Chief Legal Officer
Sep 29, 2025Buy+1,000$20.00$20.00K1,000
Brandon K. Allen
Chief Operating Officer
Sep 29, 2025Buy+2,500$20.00$50.00K2,500

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.