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John Overdeck’s Magnolia Oil & Gas MGY Stock Holding History

John Overdeck’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 		$36.2M Sell
1,416,670
-277,125
-16% -$7.91M 0.03% 710
2026
Q1 		$53.5M Buy
1,693,795
+1,267,786
+298% +$33.9M 0.04% 478
2025
Q4 		$9.33M Sell
426,009
-278,861
-40% -$6.34M 0.01% 1175
2025
Q3 		$16.8M Buy
704,870
+132,466
+23% +$3.16M 0.03% 701
2025
Q2 		$12.9M Sell
572,404
-431,028
-43% -$9.55M 0.02% 714
2025
Q1 		$25.3M Buy
1,003,432
+574,943
+134% +$13.9M 0.05% 406
2024
Q4 		$10M Sell
428,489
-649,638
-60% -$16.9M 0.02% 748
2024
Q3 		$26.3M Sell
1,078,127
-339,993
-24% -$8.57M 0.06% 397
2024
Q2 		$35.9M Buy
1,418,120
+149,639
+12% +$3.82M 0.08% 289
2024
Q1 		$32.9M Buy
1,268,481
+585,577
+86% +$12.8M 0.08% 305
2023
Q4 		$14.5M Buy
682,904
+448,775
+192% +$9.82M 0.03% 530
2023
Q3 		$5.36M Buy
234,129
+47,676
+26% +$1.07M 0.01% 867
2023
Q2 		$3.9M Sell
186,453
-789,606
-81% -$16.3M 0.01% 1044
2023
Q1 		$21.4M Buy
976,059
+607,939
+165% +$13.5M 0.06% 356
2022
Q4 		$8.63M Buy
368,120
+227,652
+162% +$5.55M 0.03% 621
2022
Q3 		$2.78M Buy
140,468
+92,468
+193% +$2.05M 0.01% 998
2022
Q2 		$1.01M Sell
48,000
-1,115,775
-96% -$27.9M ﹤0.01% 1539
2022
Q1 		$27.5M Sell
1,163,775
-533,517
-31% -$11.7M 0.08% 312
2021
Q4 		$32M Sell
1,697,292
-177,785
-9% -$3.53M 0.07% 330
2021
Q3 		$33.4M Sell
1,875,077
-649,943
-26% -$9.83M 0.07% 293
2021
Q2 		$39.5M Sell
2,525,020
-318,103
-11% -$4.09M 0.09% 263
2021
Q1 		$32.6M Buy
2,843,123
+1,870,424
+192% +$19.5M 0.08% 268
2020
Q4 		$6.87M Sell
972,699
-110,868
-10% -$661K 0.02% 759
2020
Q3 		$5.6M Buy
1,083,567
+344,658
+47% +$2.15M 0.02% 754
2020
Q2 		$4.48M Sell
738,909
-36,008
-5% -$197K 0.02% 688
2020
Q1 		$3.1M Buy
774,917
+372,126
+92% +$3.2M 0.03% 734
2019
Q4 		$5.07M Buy
402,791
+389,391
+2,906% +$4.36M 0.02% 940
2019
Q3 		$149K Buy
+13,400
New +$144K ﹤0.01% 3247

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

John Overdeck's MGY Position: Q2 2026 in Review

John Overdeck reduced its Magnolia Oil & Gas (MGY) stake by 16% in Q2 2026, selling an estimated $7.91M and leaving 1,416,670 shares worth $36.2M. The position accounts for 0.03% of the portfolio, ranked #710.

John Overdeck first reported a position in MGY in Q3 2019 and has held it in 28 quarters since. The position peaked at $53.5M in Q1 2026. 406 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

  • John Overdeck held 1,416,670 shares of Magnolia Oil & Gas worth $36.2M as of Q2 2026.
  • John Overdeck sold 277,125 Magnolia Oil & Gas shares in Q2 2026, an estimated $7.91M.
  • Magnolia Oil & Gas made up 0.03% of John Overdeck's portfolio in Q2 2026, its #710 holding.
  • John Overdeck first reported a position in Magnolia Oil & Gas in Q3 2019 and has held it in 28 quarters since.
  • John Overdeck's Magnolia Oil & Gas position peaked at $53.5M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.