Citigroup
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Citigroup’s Mexco Energy MXC Stock Holding History

Citigroup’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 		$7 Sell
1
-74
-99% -$662 ﹤0.01% 5607
2026
Q1 		$767 Buy
75
+74
+7,400% +$817 ﹤0.01% 5500
2025
Q4 		$10 Buy
+1
New +$9 ﹤0.01% 5810
2014
Q3 		– Sell
-1,319
Closed -$11K – 7210
2014
Q2 		$11K Buy
+1,319
New +$9.99K ﹤0.01% 6127

Other funds holding MXC

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citigroup's MXC Position: Q2 2026 in Review

Citigroup reduced its Mexco Energy (MXC) stake by 99% in Q2 2026, selling an estimated $662 and leaving 1 share worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #5607.

Citigroup first reported a position in MXC in Q2 2014 and has held it in 4 quarters since. The position peaked at $11K in Q2 2014. 14 funds tracked by Wall St. Rank hold MXC as of Q2 2026.

  • Citigroup held 1 share of Mexco Energy worth $7 as of Q2 2026.
  • Citigroup sold 74 Mexco Energy shares in Q2 2026, an estimated $662.
  • Mexco Energy made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5607 holding.
  • Citigroup first reported a position in Mexco Energy in Q2 2014 and has held it in 4 quarters since.
  • Citigroup's Mexco Energy position peaked at $11K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.