Corient Private Wealth
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Corient Private Wealth’s Mexco Energy MXC Stock Holding History

Corient Private Wealth’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
Q1 		$103K Sell
10,100
-19,100
-65% -$211K ﹤0.01% 2684
2025
Q4 		$289K Buy
+29,200
New +$273K ﹤0.01% 2503

Other funds holding MXC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's MXC Position: Q1 2026 in Review

Corient Private Wealth reduced its Mexco Energy (MXC) stake by 65% in Q1 2026, selling an estimated $211K and leaving 10,100 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Corient Private Wealth first reported a position in MXC in Q4 2025 and has held it in 2 quarters since. The position peaked at $289K in Q4 2025. 17 funds tracked by Wall St. Rank hold MXC as of Q1 2026.

  • Corient Private Wealth held 10,100 shares of Mexco Energy worth $103K as of Q1 2026.
  • Corient Private Wealth sold 19,100 Mexco Energy shares in Q1 2026, an estimated $211K.
  • Mexco Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2684 holding.
  • Corient Private Wealth first reported a position in Mexco Energy in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's Mexco Energy position peaked at $289K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Mexco Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.