Aventail Capital Group’s Southwest Gas SWX Stock Holding History

Aventail Capital Group’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22M	Buy	247,816 +189,912	+328%	+$17M	1.26%	22
2026 Q1	$5.03M	Buy	57,904 +8,453	+17%	+$721K	0.24%	121
2025 Q4	$3.96M	Sell	49,451 -12,661	-20%	-$1.01M	0.23%	92
2025 Q3	$4.87M	Buy	+62,112	New	+$4.84M	0.23%	97
2022 Q3	–	Sell	-206,839	Closed	-$18M	–	58
2022 Q2	$18M	Sell	206,839 -298,647	-59%	-$26.4M	2.75%	14
2022 Q1	$39.6M	Buy	+505,486	New	+$35.4M	5.91%	5
2021 Q3	–	Sell	-20,000	Closed	-$1.32M	–	52
2021 Q2	$1.32M	Sell	20,000 -161,951	-89%	-$11.1M	0.51%	28
2021 Q1	$12.5M	Buy	+181,951	New	+$11.5M	5.58%	7

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Aventail Capital Group's SWX Position: Q2 2026 in Review

Aventail Capital Group increased its Southwest Gas (SWX) stake by 328% in Q2 2026, buying an estimated $17M and bringing the position to 247,816 shares worth $22M. The position accounts for 1.26% of the portfolio, ranked #22.

Aventail Capital Group first reported a position in SWX in Q1 2021 and has held it in 8 quarters since. The position peaked at $39.6M in Q1 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Aventail Capital Group held 247,816 shares of Southwest Gas worth $22M as of Q2 2026.
Aventail Capital Group bought 189,912 Southwest Gas shares in Q2 2026, an estimated $17M.
Southwest Gas made up 1.26% of Aventail Capital Group's portfolio in Q2 2026, its #22 holding.
Aventail Capital Group first reported a position in Southwest Gas in Q1 2021 and has held it in 8 quarters since.
Aventail Capital Group's Southwest Gas position peaked at $39.6M in Q1 2022.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.