Creative Planning

Position in MGY — Magnolia Oil & Gas Corp

CIK 1540235 OVERLAND PARK, KS

Position in MGY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$13,593,378

+$9,334,066 QoQ

Shares Held

430,579

+121.3% QoQ

Ownership

0.233%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.3165505052499077.ToString("F0")% Shared 0.ToString("F0")% None 99.68344949475009.ToString("F0")%

Energy · as of Mar 31, 2026

Creative Planning holds $333,916,837 across 46 Oil & Gas E&P names. MGY ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	402,698	$53,156,136
2	EOG	Eog Resources Inc	183,303	$26,500,113
3	OXY	Occidental Petroleum Corp /De/	323,101	$21,001,565
4	DVN	Devon Energy Corp/De	409,700	$20,616,103
5	TPL	Texas Pacific Land Corp	34,823	$16,525,602
6	CNQ	CANADIAN NATURAL RESOURCES Ltd	308,752	$15,045,484
7	FANG	Diamondback Energy, Inc.	74,716	$14,778,076
8	MGY	Magnolia Oil & Gas Corp This page	430,579	$13,593,378

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,593,378	430,579	+121.3%	Shares	Defined	2026-05-12
2025-12-31	$4,259,312	194,578	+4.2%	Shares	Sole	2026-02-17
2025-09-30	$4,457,531	186,742	+144.9%	Shares	Sole	2025-11-14
2025-06-30	$1,714,009	76,246	-10.5%	Shares	Sole	2025-08-08
2025-03-31	$2,152,025	85,195	+26.5%	Shares	Sole	2025-05-15
2024-12-31	$1,574,946	67,363	-2.2%	Shares	Defined	2025-02-14
2024-09-30	$1,681,999	68,878	+8.3%	Shares	Defined	2024-10-11
2024-06-30	$1,611,341	63,589	+21.3%	Shares	Defined	2024-08-15
2024-03-31	$1,360,531	52,429	+74.0%	Shares	Sole	2024-05-13
2023-12-31	$641,616	30,137	+56.9%	Shares	Defined	2024-02-14
2023-09-30	$439,963	19,204	+67.2%	Shares	Defined	2023-11-16
2023-06-30	$240,120	11,489	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.