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HB Wealth Management’s Magnolia Oil & Gas MGY Stock Holding History

HB Wealth Management’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 		$221K Sell
8,653
-3,658
-30% -$104K ﹤0.01% 1548
2026
Q1 		$389K Buy
12,311
+1,522
+14% +$40.7K ﹤0.01% 1089
2025
Q4 		$236K Buy
10,789
+1,277
+13% +$29K ﹤0.01% 1263
2025
Q3 		$227K Buy
+9,512
New +$227K ﹤0.01% 1216
2025
Q2 		– Sell
-9,194
Closed -$232K – 1247
2025
Q1 		$232K Buy
+9,194
New +$223K ﹤0.01% 1077

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

HB Wealth Management's MGY Position: Q2 2026 in Review

HB Wealth Management reduced its Magnolia Oil & Gas (MGY) stake by 30% in Q2 2026, selling an estimated $104K and leaving 8,653 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

HB Wealth Management first reported a position in MGY in Q1 2025 and has held it in 5 quarters since. The position peaked at $389K in Q1 2026. 408 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

  • HB Wealth Management held 8,653 shares of Magnolia Oil & Gas worth $221K as of Q2 2026.
  • HB Wealth Management sold 3,658 Magnolia Oil & Gas shares in Q2 2026, an estimated $104K.
  • Magnolia Oil & Gas made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1548 holding.
  • HB Wealth Management first reported a position in Magnolia Oil & Gas in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Magnolia Oil & Gas position peaked at $389K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.