Phoenix Energy One, LLC (PHXE-P) — SEC Filings

Overview

Phoenix Energy One, LLC (PHXE-P) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Nov 26, 2025: Phoenix Energy One, LLC filed an 8-K on November 26, 2025, reporting events as of November 20, 2025. The filing pertains to the departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements. It also includes financial statements and

Sentiment Summary

Across 17 filings, the sentiment breakdown is: 1 bearish, 14 neutral, 2 mixed. The dominant filing sentiment for Phoenix Energy One, LLC is neutral.

Filing Type Overview

Phoenix Energy One, LLC (PHXE-P) has filed 8 8-K, 3 10-Q, 1 10-Q/A, 4 S-1/A, 1 S-1 with the SEC between Oct 2024 to Nov 2025.

Filings by Year

2025 · 2024

Recent Filings (17)

• Phoenix Energy One Files 8-K on Officer Changes & Financials — 8-K · Nov 26, 2025 Risk: low
  Phoenix Energy One, LLC filed an 8-K on November 26, 2025, reporting events as of November 20, 2025. The filing pertains to the departure of directors or certai
• Phoenix Energy Swings to Profit on Soaring Sales, Asset Growth — 10-Q · Nov 12, 2025 Risk: high
  Phoenix Energy One, LLC (PHXE-P) reported a significant turnaround, achieving a net income of $32.785 million for the nine months ended September 30, 2025, comp
• 8-K Filing — 8-K · Nov 5, 2025
• Phoenix Energy One Files Material Definitive Agreement 8-K — 8-K · Oct 27, 2025 Risk: medium
  Phoenix Energy One, LLC, formerly Phoenix Capital Group Holdings, LLC, filed an 8-K on October 27, 2025, to report a material definitive agreement. The company,
• Phoenix Energy One Files 8-K with Key Corporate Updates — 8-K · Sep 30, 2025 Risk: medium
  Phoenix Energy One, LLC filed an 8-K on September 30, 2025, reporting on several key events. These include unregistered sales of equity securities, material mod
• Phoenix Energy One Relocates HQ — 8-K · Aug 29, 2025 Risk: low
  Phoenix Energy One, LLC, formerly Phoenix Capital Group Holdings, LLC, filed an 8-K on August 29, 2025. The filing indicates a change in its principal executive
• Phoenix Energy Swings to Profit on Soaring Product Sales, Asset Growth — 10-Q · Aug 12, 2025 Risk: high
  Phoenix Energy One, LLC (PHXE-P) reported a significant increase in total revenues to $279.58 million for the six months ended June 30, 2025, up from $120.51 mi
• Phoenix Energy One Enters Material Definitive Agreement — 8-K · Aug 1, 2025 Risk: medium
  Phoenix Energy One, LLC entered into a Material Definitive Agreement on August 1, 2025. The company, formerly known as Phoenix Capital Group Holdings, LLC, is i
• Phoenix Energy One Enters Material Definitive Agreement — 8-K · Jun 27, 2025 Risk: medium
  On June 26, 2025, Phoenix Energy One, LLC entered into a material definitive agreement, creating a direct financial obligation. The company, formerly known as P
• Phoenix Energy One Files 8-K on Financials — 8-K · Jun 5, 2025 Risk: low
  Phoenix Energy One, LLC, formerly Phoenix Capital Group Holdings, LLC, filed an 8-K on June 5, 2025, reporting on its results of operations and financial condit
• Phoenix Energy One's Q1 Loss Widens to $1.7M Amid Revenue Dip — 10-Q/A · Jun 4, 2025 Risk: high
  Phoenix Energy One, LLC reported a net loss of $1.7 million for the three months ended March 31, 2025, a significant increase from the $0.5 million net loss in
• Phoenix Energy One Files Q1 2025 10-Q — 10-Q · May 16, 2025 Risk: low
  Phoenix Energy One, LLC filed its 10-Q for the quarterly period ended March 31, 2025. The company, formerly known as Phoenix Capital Group Holdings, LLC, is inc
• Phoenix Energy One Files S-1/A Amendment — S-1/A · May 9, 2025 Risk: medium
  Phoenix Energy One, LLC filed an S-1/A amendment on May 9, 2025, for its initial public offering. The company, previously known as Phoenix Capital Group Holding
• Phoenix Energy One Files S-1/A Amendment — S-1/A · Apr 25, 2025 Risk: medium
  Phoenix Energy One, LLC filed an S-1/A amendment on April 25, 2025, for its initial public offering. The company, previously known as Phoenix Capital Group Hold
• Phoenix Energy One Files S-1/A Amendment — S-1/A · Mar 28, 2025 Risk: medium
  Phoenix Energy One, LLC filed an S-1/A amendment on March 28, 2025, for its initial public offering. The company, previously known as Phoenix Capital Group Hold
• Phoenix Capital Group Holdings IPO Amendment Filed — S-1/A · Dec 30, 2024 Risk: medium
  Phoenix Capital Group Holdings, LLC filed an S-1/A amendment on December 27, 2024, for its initial public offering under the Securities Act of 1933. The company
• Phoenix Capital Group Holdings Files S-1 — S-1 · Oct 29, 2024 Risk: medium
  Phoenix Capital Group Holdings, LLC, a Delaware-based company in metal mining, filed an S-1 registration statement on October 29, 2024. The company, with princi

Risk Profile

Risk Assessment: Of PHXE-P's 16 recent filings, 3 were flagged as high-risk, 9 as medium-risk, and 4 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Phoenix Energy One, LLC's most recent 10-Q filing (Nov 12, 2025):

• Revenue: $468.602M
• Net Income: $32.785M
• EPS: N/A
• Debt-to-Equity: 34.1
• Cash Position: $95.452M
• Operating Margin: N/A
• Total Assets: $1.640B
• Total Debt: $1.127B

Key Executives

• David Wheeler
• Christopher J. Clark
• Ross McAloon
• Christopher J. Clark, Esq.
• Ross McAloon, Esq.

Industry Context

Phoenix Energy One operates in the highly competitive and capital-intensive oil and gas sector. The industry is characterized by significant price volatility, complex regulatory environments, and the ongoing need for substantial investment in exploration and production. Recent trends include a focus on efficiency, technological advancements, and navigating the energy transition.

Top Tags

ipo (5) · energy (4) · Oil & Gas (3) · material-definitive-agreement (3) · oil-and-gas (3) · oil-gas (3) · sec-filing (3) · corporate-governance (2) · Debt Financing (2) · corporate-filing (2)

Key Numbers

• Fiscal Year End: 1231 — Indicates the end of the company's financial reporting year.
• Total Revenues: $468.602M — Increased from $179.550 million in 2024 to $468.602 million in 2025 for the nine-month period, a 161% increase.
• Net Income: $32.785M — Swung from a net loss of $11.294 million in 2024 to a net income of $32.785 million in 2025 for the nine-month period.
• Total Assets: $1.640B — Increased from $1.029 billion at December 31, 2024, to $1.640 billion at September 30, 2025, a 59% increase.
• Net Oil and Gas Properties: $1.447B — Increased from $865.845 million at December 31, 2024, to $1.447 billion at September 30, 2025, a 67% increase.
• Long-term Debt (net of current portion): $1.127B — Increased from $795.215 million at December 31, 2024, to $1.127 billion at September 30, 2025, a 42% increase.
• Series A Preferred Shares Issued: $47.934M — Represents the aggregate amount raised from the issuance of 2,704,023 Series A preferred shares.
• Cash and Cash Equivalents: $95.452M — Decreased from $120.814 million at December 31, 2024, to $95.452 million at September 30, 2025.
• Additions to Oil and Gas Properties: $604.607M — Significant capital expenditure for the nine months ended September 30, 2025.
• Series A Preferred Shares Outstanding: 2,704,023 — Number of preferred shares issued and outstanding as of September 30, 2025.
• Total Equity: $46.621M — Improved from a deficit of $34.058 million at December 31, 2024, to positive equity of $46.621 million at September 30, 2025.
• SEC File Number: 001-42868 — Identifies the company's filing history with the SEC.
• IRS Employer Identification No.: 83-4526672 — Tax identification number for the company.
• Report Date: 20250929 — Earliest event reported
• Filing Date: 20250930 — Date of filing

Frequently Asked Questions