What smart money is saying about Magnolia Oil & Gas Corp.
1 fund in our archive has pitched Magnolia Oil & Gas Corp., most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites in June 2026.
Magnolia Oil & Gas Corporation is an energy company engaged in the full lifecycle of hydrocarbon resource management: acquisition, development, exploration, and production of crude oil, natural gas, and natural gas liquids (NGLs) within the United States. Its operational focus is primarily situated in South Texas, specifically within Karnes County and the Giddings Field, where its assets primarily tap into the rich Eagle Ford Shale and Austin Chalk geological formations. According to its December 31, 2021, filing, the company's holdings comprised a substantial leasehold of 471,263 net acres. This total was broken down into 23,785 net acres in Karnes and a larger 447,478 net acres within the Giddings region. In addition, it managed 1,292 net wells, which collectively yielded a production capacity of 66,000 barrels of oil equivalent per day. Headquartered in Houston, Texas, the company began its operations in 2017.
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Position history
Between Q1 2025 and Q2 2026, 4 fund letters reported a position in Magnolia Oil & Gas Corp., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
| Q1 2025 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- June 2026
“• Exploration and production company Magnolia Oil & Gas saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strait of Hormuz.”
Magnolia Oil & Gas Corp. - June 2026
“2. Magnolia Oil & Gas Corp. (MGY) MGY is an independent oil and natural gas producer focused on the Eagle Ford and Austin Chalk formations in South Texas. We initiated a position based on the company's disciplined operating model, attractive free cash flow generation, and consistent track record of capital allocation.”
Magnolia Oil & Gas Corp. - March 2025
“Magnolia Oil & Gas Corp. is an exploration and development company with operations in Texas.”
Magnolia Oil & Gas Corp. - March 2025
“The energy sector was another leading contributor during the quarter. Magnolia Oil & Gas Corp., Permian Resources Corporation, and Patterson-UTI Energy, Inc. all outperformed the index.”
Magnolia Oil & Gas Corp.
Fund coverage · 1 thesis
Magnolia Oil & Gas Corp. is an oil and gas producer, and the thesis is driven by disciplined operations, free cash flow generation, and high-return drilling inventory.
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