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Phoenix Energy One, LLC

PHXE.P

Shareholder Portal

PHXE.P

Everything shareholders need for proxy voting and filings, in one place.

Shareholder Portal

Filings & Actions

SEC EDGAR Filings

Browse the company's complete filing history directly on SEC.gov.

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Frequently Asked Questions

I bought Series A Cumulative Redeemable Preferred Shares with a 10% distribution. How is this distribution calculated?

The distribution is based on a $25 per share liquidation preference, which equals $2.50 annually, payable quarterly in January, April, July, and October. Tax documents (1099 or K-1) for October 15th distributions arrive approximately early March.

Is there an advantage to holding my shares in my brokerage account vs holding them in my transfer agent account?

Brokerage accounts receive quarterly dividends directly and allow immediate trading. Shares held at the transfer agent require check/ACH payments and need a multi-day transfer to a broker before you can sell.

When can I sell my Preferred Shares?

You can transfer your shares to a brokerage account at any time, then sell immediately once the transfer completes.

How was the initial pro-rata distribution calculated on the Preferred Shares?

The initial distribution accumulated cumulatively from the September 29, 2025 issuance through the October 15, 2025 payment date. The initial pro-rated distribution was $0.11111 per share for record holders as of October 1, 2025.

General Shareholder FAQ

Common questions about voting, transfers, and your account.

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