UBS Group’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 | $51 | Sell |
5
-97
| -95% | -$1.07K | ﹤0.01% | 10203 |
|
|
2025
Q4 | $1.01K | Buy |
+102
| New | +$952 | ﹤0.01% | 9725 |
|
|
2025
Q3 | – | Sell |
-668
| Closed | -$5.92K | – | 10717 |
|
|
2025
Q2 | $5.92K | Sell |
668
-123
| -16% | -$942 | ﹤0.01% | 9127 |
|
|
2025
Q1 | $5.95K | Sell |
791
-214
| -21% | -$2.35K | ﹤0.01% | 8944 |
|
|
2024
Q4 | $11.3K | Buy |
1,005
+612
| +156% | +$7.34K | ﹤0.01% | 8242 |
|
|
2024
Q3 | $4.77K | Buy |
+393
| New | +$4.62K | ﹤0.01% | 8123 |
|
|
2024
Q2 | – | Sell |
-151
| Closed | -$1.51K | – | 9907 |
|
|
2024
Q1 | $1.51K | Buy |
+151
| New | +$1.51K | ﹤0.01% | 8120 |
|
|
2023
Q1 | – | Sell |
-1,077
| Closed | -$13.4K | – | 10083 |
|
|
2022
Q4 | $13.4K | Buy |
1,077
+710
| +193% | +$10.5K | ﹤0.01% | 8167 |
|
|
2022
Q3 | $6K | Sell |
367
-179
| -33% | -$3.15K | ﹤0.01% | 9040 |
|
|
2022
Q2 | $9K | Sell |
546
-954
| -64% | -$16.6K | ﹤0.01% | 8152 |
|
|
2022
Q1 | $24K | Buy |
1,500
+1,317
| +720% | +$17.8K | ﹤0.01% | 7248 |
|
|
2021
Q4 | $2K | Sell |
183
-1,403
| -88% | -$15.1K | ﹤0.01% | 9815 |
|
|
2021
Q3 | $16K | Buy |
+1,586
| New | +$14.4K | ﹤0.01% | 7422 |
|
|
2021
Q2 | – | Sell |
-1,899
| Closed | -$17K | – | 9652 |
|
|
2021
Q1 | $17K | Buy |
1,899
+1,444
| +317% | +$12.1K | ﹤0.01% | 7523 |
|
|
2020
Q4 | $3K | Sell |
455
-536
| -54% | -$2.94K | ﹤0.01% | 8012 |
|
|
2020
Q3 | $5K | Buy |
991
+135
| +16% | +$649 | ﹤0.01% | 7313 |
|
|
2020
Q2 | $3K | Buy |
+856
| New | +$2.47K | ﹤0.01% | 7549 |
|
|
2019
Q4 | – | Sell |
-828
| Closed | -$3K | – | 8304 |
|
|
2019
Q3 | $3K | Sell |
828
-2,015
| -71% | -$8.39K | ﹤0.01% | 7645 |
|
|
2019
Q2 | $11K | Sell |
2,843
-268
| -9% | -$1.18K | ﹤0.01% | 7019 |
|
|
2019
Q1 | $15K | Buy |
3,111
+416
| +15% | +$1.61K | ﹤0.01% | 6546 |
|
|
2018
Q4 | $7K | Buy |
+2,695
| New | +$11.3K | ﹤0.01% | 7416 |
|
|
2018
Q3 | – | Sell |
-844
| Closed | -$5K | – | 8152 |
|
|
2018
Q2 | $5K | Buy |
+844
| New | +$4.06K | ﹤0.01% | 7474 |
|
|
2018
Q1 | – | Sell |
-345
| Closed | -$1K | – | 8039 |
|
|
2017
Q4 | $1K | Sell |
345
-1,848
| -84% | -$7.8K | ﹤0.01% | 7719 |
|
|
2017
Q3 | $10K | Sell |
2,193
-396
| -15% | -$1.93K | ﹤0.01% | 6889 |
|
|
2017
Q2 | $11K | Buy |
+2,589
| New | +$10.5K | ﹤0.01% | 6720 |
|
|
2017
Q1 | – | Sell |
-2,712
| Closed | -$14K | – | 7845 |
|
|
2016
Q4 | $14K | Buy |
2,712
+1,121
| +70% | +$4.97K | ﹤0.01% | 6727 |
|
|
2016
Q3 | $7K | Sell |
1,591
-865
| -35% | -$3.04K | ﹤0.01% | 6986 |
|
|
2016
Q2 | $6K | Sell |
2,456
-136
| -5% | -$350 | ﹤0.01% | 7043 |
|
|
2016
Q1 | $6K | Buy |
+2,592
| New | +$6.15K | ﹤0.01% | 6928 |
|
|
2015
Q2 | – | Sell |
-1,324
| Closed | -$7K | – | 8719 |
|
|
2015
Q1 | $7K | Sell |
1,324
-647
| -33% | -$3.3K | ﹤0.01% | 7907 |
|
|
2014
Q4 | $11K | Buy |
+1,971
| New | +$11.8K | ﹤0.01% | 8319 |
|
Other funds holding MXC
VCM
VFT
CSC
TRCT
UBS Group's MXC Position: Q1 2026 in Review
UBS Group reduced its Mexco Energy (MXC) stake by 95% in Q1 2026, selling an estimated $1.07K and leaving 5 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #10203.
UBS Group first reported a position in MXC in Q4 2014 and has held it in 31 quarters since. The position peaked at $24K in Q1 2022. 17 funds tracked by Wall St. Rank hold MXC as of Q1 2026.
- UBS Group held 5 shares of Mexco Energy worth $51 as of Q1 2026.
- UBS Group sold 97 Mexco Energy shares in Q1 2026, an estimated $1.07K.
- Mexco Energy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10203 holding.
- UBS Group first reported a position in Mexco Energy in Q4 2014 and has held it in 31 quarters since.
- UBS Group's Mexco Energy position peaked at $24K in Q1 2022.
- 17 funds tracked by Wall St. Rank held Mexco Energy as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.