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Clearstead Advisors’s Magnolia Oil & Gas MGY Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-22
Closed -$482 – 2619
2025
Q4 		$482 Sell
22
-280
-93% -$6.37K ﹤0.01% 2312
2025
Q3 		$7.21K Hold
302
– – ﹤0.01% 2032
2025
Q2 		$6.79K Buy
+302
New +$6.69K ﹤0.01% 2016
2021
Q4 		– Sell
-1,384
Closed -$25K – 1373
2021
Q3 		$25K Buy
+1,384
New +$20.9K ﹤0.01% 743

Other funds holding MGY

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VPM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM