Caldwell Sutter Capital’s Mexco Energy MXC Stock Holding History

Caldwell Sutter Capital’s Portfolio MXC Stock Details MXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.9K	Hold	4,000	–	–	0.01%	478
2026 Q1	$40.9K	Hold	4,000	–	–	0.02%	401
2025 Q4	$39.6K	Hold	4,000	–	–	0.02%	395
2025 Q3	$36.6K	Hold	4,000	–	–	0.02%	404
2025 Q2	$35.5K	Hold	4,000	–	–	0.02%	401
2025 Q1	$30.1K	Hold	4,000	–	–	0.01%	412
2024 Q4	$45.1K	Hold	4,000	–	–	0.02%	373
2024 Q3	$48.6K	Hold	4,000	–	–	0.02%	364
2024 Q2	$45.3K	Hold	4,000	–	–	0.02%	366
2024 Q1	$39.9K	Hold	4,000	–	–	0.02%	374
2023 Q4	$36.5K	Buy	4,000 +3,000	+300%	+$34K	0.02%	375
2023 Q3	$13K	Buy	+1,000	New	+$12.7K	0.01%	493

Other funds holding MXC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Caldwell Sutter Capital's MXC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Mexco Energy (MXC) position steady in Q2 2026 at 4,000 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #478.

Caldwell Sutter Capital first reported a position in MXC in Q3 2023 and has held it in 12 quarters since. The position peaked at $48.6K in Q3 2024. 14 funds tracked by Wall St. Rank hold MXC as of Q2 2026.

Caldwell Sutter Capital held 4,000 shares of Mexco Energy worth $29.9K as of Q2 2026.
Caldwell Sutter Capital left its Mexco Energy share count unchanged in Q2 2026.
Mexco Energy made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #478 holding.
Caldwell Sutter Capital first reported a position in Mexco Energy in Q3 2023 and has held it in 12 quarters since.
Caldwell Sutter Capital's Mexco Energy position peaked at $48.6K in Q3 2024.
14 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.