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Planning Project LLC’s Magnolia Oil & Gas MGY Stock Holding History

Planning Project LLC’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 		$1.43M Buy
+53,409
New +$1.53M 0.29% 16

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 $3.38T AUM 44.17% 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

Planning Project LLC's MGY Position: Q2 2026 in Review

Planning Project LLC opened a new position in Magnolia Oil & Gas (MGY) in Q2 2026: 53,409 shares worth $1.43M. The stake represents 0.29% of the portfolio and ranks #16 among its holdings.

411 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

  • Planning Project LLC held 53,409 shares of Magnolia Oil & Gas worth $1.43M as of Q2 2026.
  • Magnolia Oil & Gas was a new Planning Project LLC position in Q2 2026.
  • Magnolia Oil & Gas made up 0.29% of Planning Project LLC's portfolio in Q2 2026, its #16 holding.
  • 411 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.