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
Q2 		$16.2M Buy
633,423
+202,844
+47% +$5.79M 0.01% 598
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 $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

Creative Planning's MGY Position: Q2 2026 in Review

Creative Planning increased its Magnolia Oil & Gas (MGY) stake by 47% in Q2 2026, buying an estimated $5.79M and bringing the position to 633,423 shares worth $16.2M. The position accounts for 0.01% of the portfolio, ranked #598.

Creative Planning first reported a position in MGY in Q2 2023 and has held it in 13 quarters since. 408 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

  • Creative Planning held 633,423 shares of Magnolia Oil & Gas worth $16.2M as of Q2 2026.
  • Creative Planning bought 202,844 Magnolia Oil & Gas shares in Q2 2026, an estimated $5.79M.
  • Magnolia Oil & Gas made up 0.01% of Creative Planning's portfolio in Q2 2026, its #598 holding.
  • Creative Planning first reported a position in Magnolia Oil & Gas in Q2 2023 and has held it in 13 quarters since.
  • 408 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.