Wealth Enhancement Advisory Services
MGY icon

Wealth Enhancement Advisory Services’s Magnolia Oil & Gas MGY Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.53M Sell
59,233
-2,631
-4% -$75.1K ﹤0.01% 1762
2026
Q1 		$1.92M Buy
61,864
+145
+0.2% +$3.88K ﹤0.01% 1408
2025
Q4 		$1.33M Sell
61,719
-1,163
-2% -$26.4K ﹤0.01% 1784
2025
Q3 		$1.5M Buy
62,882
+2,527
+4% +$60.3K ﹤0.01% 1616
2025
Q2 		$1.41M Buy
60,355
+44,885
+290% +$994K ﹤0.01% 1541
2025
Q1 		$391K Buy
15,470
+715
+5% +$17.3K ﹤0.01% 2227
2024
Q4 		$345K Buy
14,755
+391
+3% +$10.2K ﹤0.01% 2264
2024
Q3 		$351K Buy
14,364
+889
+7% +$22.4K ﹤0.01% 2065
2024
Q2 		$341K Buy
13,475
+361
+3% +$9.21K ﹤0.01% 1889
2024
Q1 		$340K Buy
+13,114
New +$288K ﹤0.01% 1832

Other funds holding MGY

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
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
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