Center for Financial Planning, Inc.
Position in MGY — Magnolia Oil & Gas Corp
CIK 1803557
SOUTHFIED, MI
Position in MGY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,478
-$3,390 QoQ
Shares Held
566
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 408 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Center for Financial Planning, Inc. holds $389,759 across 4 Oil & Gas E&P names. MGY ranks #4 (3.7% of the industry book) .
All Filings in MGY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,478 | 566 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,868 | 566 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,389 | 566 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,510 | 566 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,723 | 566 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,297 | 566 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,233 | 566 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,821 | 566 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $14,342 | 566 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,687 | 566 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||