MEXCO ENERGY CORP - MXC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEDDOW CAPITAL MANAGEMENT INC | History | Added to | 62,295 | 617 | 0.23% | 0.14% | 1 | +21,434 | 52.46% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | No change | 62,095 | 615 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | New | 57,337 | 568 | 0.0% | — | 3 | +57,337 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 37,357 | 370 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 15,651 | 155 | 0.09% | 0.11% | 5 | -4,176 | -21.06% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 14,600 | 144 | 0.0% | — | 6 | +14,600 | New | Q4 2025 | Mar 09, 2026 |
| Fruth Investment Management | History | Added to | 10,819 | 107 | 0.03% | 0.02% | 7 | +669 | 6.59% | Q4 2025 | Jan 26, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,000 | 39 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 701 | 6 | 0.0% | 0.0% | 9 | -99 | -12.38% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 400 | 3 | 0.0% | 0.0% | 10 | -240 | -37.5% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 200 | 2 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | New | 102 | 1 | 0.0% | — | 12 | +102 | New | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,627 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROYAL BANK OF CANADA | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 26, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |