---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-151102"
form_type: "8-K"
ticker: "PHXE-P"
cik: "0001818643"
company_name: "Phoenix Energy One, LLC"
filed_at: "2025-06-27T23:59:59+00:00"
generated_at: "2026-05-18T16:24:42.180899+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Potential IPO of Series A Preferred Shares; Credit Agreement amended to permit issuance

## Summary
- On June 26, 2025, Phoenix Energy One filed a Form 1-A offering statement for a potential initial public offering of Series A Cumulative Redeemable Preferred Shares.
- The company expects to amend its LLC agreement to create common and preferred shares, establish a board of directors, and define preferred share rights.
- Amendment No. 5 to the Credit Agreement allows issuance of Series A Preferred and sets terms for distributions and redemptions.
- The potential offering is subject to conditions; there is no guarantee it will be commenced or consummated.

## SEC filing metadata
- accession: 0001193125-25-151102
- form_type: 8-K
- ticker: PHXE-P
- cik: 0001818643
- company_name: Phoenix Energy One, LLC
- filed_at: 2025-06-27T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818643/000119312525151102/0001193125-25-151102-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818643/000119312525151102/d74081d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-151102
- JSON: https://secwatch.observer/filing/0001193125-25-151102.json
- Plain text: https://secwatch.observer/filing/0001193125-25-151102.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.