CFFP
MGY icon

Center for Financial Planning’s Magnolia Oil & Gas MGY Stock Holding History

Center for Financial Planning’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Hold
566
– – ﹤0.01% 461
2026
Q1 		$17.9K Hold
566
– – ﹤0.01% 426
2025
Q4 		$12.4K Hold
566
– – ﹤0.01% 465
2025
Q3 		$13.5K Hold
566
– – ﹤0.01% 466
2025
Q2 		$12.7K Hold
566
– – ﹤0.01% 441
2025
Q1 		$14.3K Hold
566
– – ﹤0.01% 432
2024
Q4 		$13.2K Hold
566
– – ﹤0.01% 386
2024
Q3 		$13.8K Hold
566
– – ﹤0.01% 369
2024
Q2 		$14.3K Hold
566
– – ﹤0.01% 350
2024
Q1 		$14.7K Buy
+566
New +$12.4K ﹤0.01% 355

Other funds holding MGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Center for Financial Planning's MGY Position: Q2 2026 in Review

Center for Financial Planning held its Magnolia Oil & Gas (MGY) position steady in Q2 2026 at 566 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Center for Financial Planning first reported a position in MGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.9K in Q1 2026. 408 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

  • Center for Financial Planning held 566 shares of Magnolia Oil & Gas worth $14.5K as of Q2 2026.
  • Center for Financial Planning left its Magnolia Oil & Gas share count unchanged in Q2 2026.
  • Magnolia Oil & Gas made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #461 holding.
  • Center for Financial Planning first reported a position in Magnolia Oil & Gas in Q1 2024 and has held it in 10 quarters since.
  • Center for Financial Planning's Magnolia Oil & Gas position peaked at $17.9K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.