The SEC filings page for Phoenix Energy One, LLC (NYSE American: PHXE.P) provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Phoenix Energy is an energy company formed in 2019 and focused on oil and gas exploration and production, with drilling operations concentrated in the Williston Basin in North Dakota and Montana. Its listed security is the Series A Cumulative Redeemable Preferred Shares, and the terms of this preferred stock are described in the company’s Third Amended and Restated Limited Liability Company Agreement and related share designation filed on EDGAR.
Through this page, users can review Form 10-Q quarterly reports, where Phoenix Energy presents financial and operating results, including production data and discussion of non-GAAP measures such as EBITDA, alongside the required GAAP financial statements. Current reports on Form 8-K are also available, documenting material events such as executive transitions, compensation arrangements, and other corporate developments affecting the company and its securities.
The filings section further links to exhibits that define the rights and preferences of the PHXE.P preferred shares, including distribution terms and liquidation preference, as referenced in company press releases. Investors interested in capital structure details, preferred share terms, or governance matters can consult these documents for the official language governing Phoenix Energy’s obligations.
Stock Titan enhances these filings with AI-powered summaries that explain the key points of lengthy reports, highlight important changes from prior periods, and make it easier to interpret complex disclosures. Real-time updates from EDGAR help ensure that new 10-Q, 10-K (if filed), 8-K, and related exhibits appear promptly, while insider-related filings such as Form 4, if applicable, can be reviewed to understand transactions by company insiders.
Phoenix Energy One, LLC updates its unsecured and secured notes offering to permit investors to pay for subscriptions by credit card, in addition to check, ACH, and wire transfer. Credit card use is limited to one subscription per investor and a maximum amount of $10,000.00.
A new risk factor highlights that credit card transaction fees can reach 5% of the transaction value and interest on unpaid balances can reach or exceed 25%, plus potential late fees, which together may reduce the effective return on the Notes and harm an investor’s credit profile. The update also notes use of a third-party processor with potentially limited dispute recovery options and references the SEC Investor Alert on using credit cards for investments. The company will pay EquiDeFi, Ltd processing fees of 4.0% plus $0.30 per credit card transaction. Participation remains limited to investors with a U.S. mailing address (non–P.O. Box) and U.S. Social Security or tax identification number.
Phoenix Energy One, LLC updates its unsecured and secured note offering documents to address the new option for investors to purchase Notes using credit cards. A new risk factor explains that card-related transaction fees can reach 5% of transaction value and interest on unpaid balances can reach or exceed 25%, which may materially reduce overall investment returns and expose investors to credit and dispute-resolution risks.
The plan of distribution now permits payment for Notes by check, ACH, wire transfer, or credit card, processed by EquiDeFi, Ltd$10,000.00. Phoenix Energy One will pay EquiDeFi processing fees of 4.0% plus $0.30 per transaction, plus any chargeback-related costs. Participation remains limited to investors with a U.S. mailing address, social security number and/or tax identification number.
Phoenix Energy One, LLC entered into an indenture to issue up to $100,000,000 of Senior Subordinated Junior Lien Notes. The offering is being registered on a Form S-1 declared effective July 7, 2026. The Notes will be senior subordinated obligations, secured on a junior basis by mortgages on certain properties and contractually subordinated to Senior Debt, including obligations under the Fortress Credit Agreement. Notes mature 10 years from issuance, bear interest at 6.00% to 7.00% per annum, will be issued in registered form in minimum denominations of $1,000, and permit holder put/redemption mechanics on multi-month intervals.
Phoenix Energy One, LLC entered into an indenture to issue up to $100,000,000 of senior subordinated junior lien notes. The Notes mature 10 years from issuance and bear interest at 6.00% to 7.00% depending on the selected three-, six-, nine-, twelve-, or eighteen-month Set Put Interval. The Notes may be Cash Interest Notes (monthly cash interest) or Compound Interest Notes (interest accrues and compounds daily). The Notes are secured on a junior basis and are contractually subordinated to the Company’s Senior Debt, including obligations under the Fortress Credit Agreement; they will not be guaranteed by subsidiaries. The Company and first-lien parties entered into a Junior Lien Intercreditor Agreement under which first-lien collateral has priority and the first-lien collateral agent has exclusive remedy rights until first-lien obligations are discharged.
Phoenix Energy One, LLC entered into an indenture with Odyssey Transfer and Trust Company providing for the issuance of up to $100,000,000 of Senior Subordinated Junior Lien Notes. These notes are registered on an effective Form S-1 for continuous offering under Rule 415.
The Notes mature 10 years from initial issuance and bear interest between 6.00% and 7.00% per year, depending on three- to eighteen‑month intervals at which holders may request redemption on specified Set Put Dates. Investors can choose cash-pay monthly interest or daily compounding interest payable at redemption or maturity.
The Notes are secured on a junior lien basis and are contractually subordinated to Senior Debt, including the Fortress Credit Agreement. A Junior Lien Intercreditor Agreement gives Fortress, as first lien collateral agent, priority over shared collateral and exclusive remedies until first lien obligations are discharged. The indenture also requires a Loan‑to‑Value Ratio of 1.00 to 1.00 and sets payment and covenant default cure periods.
Phoenix Energy One, LLC is offering up to $100,000,000 in aggregate principal amount of Phoenix Flex Junior Secured Senior Subordinated Junior Lien Notes (the “Notes”) in a continuous offering. The Notes carry scheduled ten-year maturities and interest rates ranging from 6.00% to 7.00%, with selectable Set Put Intervals of three, six, nine, twelve, or eighteen months and two interest payment methods: monthly cash interest or daily-compounded interest. The Notes are senior subordinated obligations secured on a junior basis by mortgages and other Collateral, will not be guaranteed by subsidiaries, and are structurally subordinated to Senior Debt and to obligations of subsidiaries.
The prospectus discloses recent financials and liquidity context: consolidated revenue of $298.7M and net loss of $(140.1)M for Q1 2026, total indebtedness of approximately $1,802.3M as of March 31, 2026 (including $525.0M senior priority secured under the Fortress Credit Agreement), and PV-10 total proved reserves of $2,412.1M as of March 31, 2026. The issuer may redeem Notes at par, repurchase Notes subject to a 10% annual cap, and the Notes will not be transferable without the issuer’s consent; an active trading market is not expected.
Phoenix Energy One, LLC is offering up to $100,000,000 of Phoenix Flex Junior Secured senior subordinated junior lien notes in a continuous public offering. The notes have a 10-year maturity and pay fixed interest between 6.00% and 7.00%, in either cash or compounded form, with investor-selected put intervals from three to eighteen months.
The notes are secured on a junior lien basis by selected collateral, but are contractually subordinated to $812.3 million of Senior Debt and structurally subordinated to all subsidiary obligations, creating meaningful hierarchy of claims. After this offering, total indebtedness would be about $1,802.3 million, alongside $67.6 million of preferred equity, while significant additional capital—about $669.8 million through the end of 2028—is expected to be needed to develop reserves. The notes are sold directly on a commercially reasonable efforts basis, are not exchange-listed, are transferable only with company consent, and investors should be prepared to hold to maturity despite limited put and redemption features.
Phoenix Energy One, LLC filed a prospectus supplement dated June 18, 2026 that updates its Registration Statement on Form S-1 to permit investors to purchase the Notes using credit cards. The supplement adds a new risk factor explaining increased costs and consumer-credit risks from credit‑card purchases and revises the Plan of Distribution to describe electronic subscriptions and credit‑card payment processing.
The supplement discloses that credit‑card purchases will be processed by EquiDeFi, Ltd., that Phoenix Energy One will pay a 4.0% plus $0.30 per transaction processing fee to EquiDeFi, and that chargebacks, card issuer transaction fees (which can reach 5% if treated as cash advances), and interest on unpaid balances (which can reach or exceed 25%) may increase investors’ effective purchase cost. The supplement reiterates U.S. investor eligibility requirements.
Phoenix Energy One, LLC is offering $100,000,000 of Phoenix Flex Junior Secured Senior Subordinated Junior Lien Notes in a continuous public offering. The Notes have ten-year maturity, pay interest between 6.00% and 7.00% in cash or daily-compounded form, and allow investors to choose three‑ to eighteen‑month put intervals.
The Notes are junior‑lien, senior subordinated obligations secured on a junior basis to $525.0 million of senior priority debt under the Fortress Credit Agreement and rank behind $812.3 million of Senior Debt. As of March 31, 2026, pro forma total indebtedness would be about $1,802.3 million versus $1,977.7 million of total assets, reflecting a highly leveraged balance sheet.
Management reports rapid growth, with 2025 revenue of $687.2 million and total proved reserves PV‑10 of $1,781.4 million, but also significant capital needs. They estimate $1,064.1 million and $2,167.3 million of capital expenditures to develop proved and probable undeveloped reserves and expect to raise about $669.8 million in additional capital through the end of 2028, including via these Notes.