Dimensional Fund Advisors’s Mexco Energy MXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $392K | Buy |
38,314
+957
| +3% | +$10.6K | ﹤0.01% | 2978 |
|
|
2025
Q4 | $370K | Hold |
37,357
| – | – | ﹤0.01% | 3012 |
|
|
2025
Q3 | $342K | Buy |
37,357
+407
| +1% | +$3.44K | ﹤0.01% | 3049 |
|
|
2025
Q2 | $328K | Sell |
36,950
-480
| -1% | -$3.68K | ﹤0.01% | 3063 |
|
|
2025
Q1 | $306K | Buy |
37,430
+117
| +0.3% | +$1.29K | ﹤0.01% | 3075 |
|
|
2024
Q4 | $421K | Sell |
37,313
-53
| -0.1% | -$636 | ﹤0.01% | 3064 |
|
|
2024
Q3 | $454K | Sell |
37,366
-1,563
| -4% | -$18.4K | ﹤0.01% | 3055 |
|
|
2024
Q2 | $441K | Sell |
38,929
-970
| -2% | -$11.9K | ﹤0.01% | 3044 |
|
|
2024
Q1 | $398K | Sell |
39,899
-449
| -1% | -$4.48K | ﹤0.01% | 3081 |
|
|
2023
Q4 | $368K | Hold |
40,348
| – | – | ﹤0.01% | 3093 |
|
|
2023
Q3 | $524K | Hold |
40,348
| – | – | ﹤0.01% | 3038 |
|
|
2023
Q2 | $485K | Hold |
40,348
| – | – | ﹤0.01% | 3072 |
|
|
2023
Q1 | $459K | Buy |
40,348
+27
| +0.1% | +$343 | ﹤0.01% | 3047 |
|
|
2022
Q4 | $503 | Buy |
40,321
+957
| +2% | +$14.2K | ﹤0.01% | 3033 |
|
|
2022
Q3 | $639K | Sell |
39,364
-814
| -2% | -$14.3K | ﹤0.01% | 2988 |
|
|
2022
Q2 | $690K | Sell |
40,178
-916
| -2% | -$15.9K | ﹤0.01% | 2994 |
|
|
2022
Q1 | $666K | Buy |
41,094
+999
| +2% | +$13.5K | ﹤0.01% | 3081 |
|
|
2021
Q4 | $376K | Buy |
40,095
+6,847
| +21% | +$73.7K | ﹤0.01% | 3228 |
|
|
2021
Q3 | $346K | Buy |
33,248
+20,734
| +166% | +$189K | ﹤0.01% | 3249 |
|
|
2021
Q2 | $122K | Buy |
+12,514
| New | +$103K | ﹤0.01% | 3391 |
|
|
2016
Q1 | – | Sell |
-25,185
| Closed | -$81K | – | 3309 |
|
|
2015
Q4 | $81K | Sell |
25,185
-3,769
| -13% | -$10.4K | ﹤0.01% | 3275 |
|
|
2015
Q3 | $72K | Sell |
28,954
-11,264
| -28% | -$32.8K | ﹤0.01% | 3319 |
|
|
2015
Q2 | $190K | Sell |
40,218
-935
| -2% | -$4.74K | ﹤0.01% | 3255 |
|
|
2015
Q1 | $235K | Sell |
41,153
-3,826
| -9% | -$19.5K | ﹤0.01% | 3204 |
|
|
2014
Q4 | $250K | Sell |
44,979
-1,800
| -4% | -$10.7K | ﹤0.01% | 3223 |
|
|
2014
Q3 | $324K | Sell |
46,779
-300
| -0.6% | -$2.16K | ﹤0.01% | 3212 |
|
|
2014
Q2 | $391K | Buy |
47,079
+1,600
| +4% | +$12.1K | ﹤0.01% | 3225 |
|
|
2014
Q1 | $351K | Hold |
45,479
| – | – | ﹤0.01% | 3239 |
|
|
2013
Q4 | $312K | Hold |
45,479
| – | – | ﹤0.01% | 3237 |
|
|
2013
Q3 | $298K | Hold |
45,479
| – | – | ﹤0.01% | 3264 |
|
|
2013
Q2 | $265K | Buy |
+45,479
| New | +$264K | ﹤0.01% | 3273 |
|
Other funds holding MXC
VCM
VFT
CSC
TRCT
Dimensional Fund Advisors's MXC Position: Q1 2026 in Review
Dimensional Fund Advisors increased its Mexco Energy (MXC) stake by 2.6% in Q1 2026, buying an estimated $10.6K and bringing the position to 38,314 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.
Dimensional Fund Advisors first reported a position in MXC in Q2 2013 and has held it in 31 quarters since. The position peaked at $690K in Q2 2022. 17 funds tracked by Wall St. Rank hold MXC as of Q1 2026.
- Dimensional Fund Advisors held 38,314 shares of Mexco Energy worth $392K as of Q1 2026.
- Dimensional Fund Advisors bought 957 Mexco Energy shares in Q1 2026, an estimated $10.6K.
- Mexco Energy made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2978 holding.
- Dimensional Fund Advisors first reported a position in Mexco Energy in Q2 2013 and has held it in 31 quarters since.
- Dimensional Fund Advisors's Mexco Energy position peaked at $690K in Q2 2022.
- 17 funds tracked by Wall St. Rank held Mexco Energy as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.