Fidelity Investments
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Fidelity Investments’s Mexco Energy MXC Stock Holding History

Fidelity Investments’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 		$1.2K Hold
160
– – ﹤0.01% 5214
2026
Q1 		$1.64K Buy
+160
New +$1.77K ﹤0.01% 5063

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
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

Fidelity Investments's MXC Position: Q2 2026 in Review

Fidelity Investments held its Mexco Energy (MXC) position steady in Q2 2026 at 160 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5214.

Fidelity Investments first reported a position in MXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.64K in Q1 2026. 14 funds tracked by Wall St. Rank hold MXC as of Q2 2026.

  • Fidelity Investments held 160 shares of Mexco Energy worth $1.2K as of Q2 2026.
  • Fidelity Investments left its Mexco Energy share count unchanged in Q2 2026.
  • Mexco Energy made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5214 holding.
  • Fidelity Investments first reported a position in Mexco Energy in Q1 2026 and has held it in 2 quarters since.
  • Fidelity Investments's Mexco Energy position peaked at $1.64K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.