Creative Planning
MGY icon

Creative Planning’s Magnolia Oil & Gas MGY Stock Holding History

Creative 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
Q1 		$13.6M Buy
430,579
+236,001
+121% +$6.32M 0.01% 566
2025
Q4 		$4.26M Buy
194,578
+7,836
+4% +$178K ﹤0.01% 1122
2025
Q3 		$4.46M Buy
186,742
+110,496
+145% +$2.64M ﹤0.01% 954
2025
Q2 		$1.71M Sell
76,246
-8,949
-11% -$198K ﹤0.01% 1445
2025
Q1 		$2.15M Buy
85,195
+17,832
+26% +$432K ﹤0.01% 1127
2024
Q4 		$1.57M Sell
67,363
-1,515
-2% -$39.4K ﹤0.01% 1297
2024
Q3 		$1.68M Buy
68,878
+5,289
+8% +$133K ﹤0.01% 1179
2024
Q2 		$1.61M Buy
63,589
+11,160
+21% +$285K ﹤0.01% 1102
2024
Q1 		$1.36M Buy
52,429
+22,292
+74% +$489K ﹤0.01% 1146
2023
Q4 		$642K Buy
30,137
+10,933
+57% +$239K ﹤0.01% 1520
2023
Q3 		$440K Buy
19,204
+7,715
+67% +$172K ﹤0.01% 1647
2023
Q2 		$240K Buy
+11,489
New +$238K ﹤0.01% 2082

Other funds holding MGY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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