Corient Private Wealth
MXC icon

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
Q2 		$75.5K Hold
10,100
– – ﹤0.01% 2968
2026
Q1 		$103K Sell
10,100
-4,500
-31% -$49.7K ﹤0.01% 2684
2025
Q4 		$145K Buy
+14,600
New +$136K ﹤0.01% 2482

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

Corient Private Wealth's MXC Position: Q2 2026 in Review

Corient Private Wealth held its Mexco Energy (MXC) position steady in Q2 2026 at 10,100 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

Corient Private Wealth first reported a position in MXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $145K in Q4 2025. 14 funds tracked by Wall St. Rank hold MXC as of Q2 2026.

  • Corient Private Wealth held 10,100 shares of Mexco Energy worth $75.5K as of Q2 2026.
  • Corient Private Wealth left its Mexco Energy share count unchanged in Q2 2026.
  • Mexco Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2968 holding.
  • Corient Private Wealth first reported a position in Mexco Energy in Q4 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Mexco Energy position peaked at $145K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.