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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Aventail Capital Group's SWX Position: Q1 2026 in Review

Aventail Capital Group increased its Southwest Gas (SWX) stake by 17% in Q1 2026, buying an estimated $721K and bringing the position to 57,904 shares worth $5.03M. The position accounts for 0.24% of the portfolio, ranked #121.

Aventail Capital Group first reported a position in SWX in Q1 2021 and has held it in 7 quarters since. The position peaked at $39.6M in Q1 2022. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

Aventail Capital Group held 57,904 shares of Southwest Gas worth $5.03M as of Q1 2026.
Aventail Capital Group bought 8,453 Southwest Gas shares in Q1 2026, an estimated $721K.
Southwest Gas made up 0.24% of Aventail Capital Group's portfolio in Q1 2026, its #121 holding.
Aventail Capital Group first reported a position in Southwest Gas in Q1 2021 and has held it in 7 quarters since.
Aventail Capital Group's Southwest Gas position peaked at $39.6M in Q1 2022.
395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.