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Farther Finance Advisors’s Mexco Energy MXC Stock Holding History

Farther Finance Advisors’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
2025
Q2 		– Sell
-100
Closed -$772 – 4609
2025
Q1 		$772 Buy
+100
New +$1.1K ﹤0.01% 3690

Other funds holding MXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Farther Finance Advisors's MXC Position: Q2 2025 in Review

Farther Finance Advisors sold out of Mexco Energy (MXC) in Q2 2025, closing a stake of 100 shares — an estimated $772 sold.

Farther Finance Advisors first reported a position in MXC in Q1 2025 and held it in 1 quarter. The position peaked at $772 in Q1 2025. 14 funds tracked by Wall St. Rank hold MXC as of Q2 2025.

  • Farther Finance Advisors reported no remaining Mexco Energy position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 100 Mexco Energy shares in Q2 2025, an estimated $772.
  • Farther Finance Advisors first reported a position in Mexco Energy in Q1 2025 and held it in 1 quarter.
  • Farther Finance Advisors's Mexco Energy position peaked at $772 in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.