JWA
MGY icon

JFS Wealth Advisors’s Magnolia Oil & Gas MGY Stock Holding History

JFS Wealth 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
Q2 		$3.07K Buy
120
+21
+21% +$600 ﹤0.01% 1466
2026
Q1 		$3.13K Sell
99
-36
-27% -$963 ﹤0.01% 1369
2025
Q4 		$2.96K Buy
135
+83
+160% +$1.89K ﹤0.01% 1429
2025
Q3 		$1.24K Sell
52
-16
-24% -$382 ﹤0.01% 1568
2025
Q2 		$1.53K Sell
68
-75
-52% -$1.66K ﹤0.01% 1461
2025
Q1 		$3.61K Buy
143
+18
+14% +$436 ﹤0.01% 1255
2024
Q4 		$2.92K Buy
125
+23
+23% +$598 ﹤0.01% 1328
2024
Q3 		$2.49K Buy
102
+4
+4% +$101 ﹤0.01% 1395
2024
Q2 		$2.48K Hold
98
– – ﹤0.01% 1355
2024
Q1 		$2.54K Hold
98
– – ﹤0.01% 1357
2023
Q4 		$2.09K Sell
98
-14
-13% -$306 ﹤0.01% 1413
2023
Q3 		$2.57K Buy
112
+33
+42% +$737 ﹤0.01% 1267
2023
Q2 		$1.65K Hold
79
– – ﹤0.01% 1457
2023
Q1 		$1.73K Sell
79
-15
-16% -$333 ﹤0.01% 1419
2022
Q4 		$2.2K Buy
94
+6
+7% +$146 ﹤0.01% 1341
2022
Q3 		$2K Sell
88
-42
-32% -$930 ﹤0.01% 1350
2022
Q2 		$3K Buy
130
+51
+65% +$1.27K ﹤0.01% 1204
2022
Q1 		$2K Buy
79
+54
+216% +$1.19K ﹤0.01% 1445
2021
Q4 		$0 Buy
+25
New +$496 ﹤0.01% 1819

Other funds holding MGY

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return