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

Private Wealth Management Group’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 		$8.72K Hold
341
– – ﹤0.01% 618
2026
Q1 		$10.8K Hold
341
– – ﹤0.01% 500
2025
Q4 		$7.46K Hold
341
– – ﹤0.01% 615
2025
Q3 		$8.14K Hold
341
– – ﹤0.01% 591
2025
Q2 		$7.67K Sell
341
-395
-54% -$8.75K ﹤0.01% 579
2025
Q1 		$18.6K Hold
736
– – 0.01% 313
2024
Q4 		$17.2K Sell
736
-78
-10% -$2.03K 0.01% 340
2024
Q3 		$19.9K Hold
814
– – 0.01% 290
2024
Q2 		$20.6K Sell
814
-798
-50% -$20.4K 0.01% 277
2024
Q1 		$41.8K Buy
1,612
+78
+5% +$1.71K 0.02% 177
2023
Q4 		$32.7K Buy
+1,534
New +$33.6K 0.02% 208

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

Private Wealth Management Group's MGY Position: Q2 2026 in Review

Private Wealth Management Group held its Magnolia Oil & Gas (MGY) position steady in Q2 2026 at 341 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Private Wealth Management Group first reported a position in MGY in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.8K in Q1 2024. 408 funds tracked by Wall St. Rank hold MGY as of Q2 2026.

  • Private Wealth Management Group held 341 shares of Magnolia Oil & Gas worth $8.72K as of Q2 2026.
  • Private Wealth Management Group left its Magnolia Oil & Gas share count unchanged in Q2 2026.
  • Magnolia Oil & Gas made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #618 holding.
  • Private Wealth Management Group first reported a position in Magnolia Oil & Gas in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Magnolia Oil & Gas position peaked at $41.8K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.