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BOK Financial’s Southwest Gas SWX Stock Holding History

BOK Financial’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 		$186K Sell
2,096
-20
-0.9% -$1.79K ﹤0.01% 690
2026
Q1 		$184K Sell
2,116
-1,551
-42% -$132K ﹤0.01% 687
2025
Q4 		$293K Buy
3,667
+457
+14% +$36.6K ﹤0.01% 640
2025
Q3 		$251K Buy
3,210
+21
+0.7% +$1.64K ﹤0.01% 666
2025
Q2 		$237K Sell
3,189
-258
-7% -$18.6K ﹤0.01% 683
2025
Q1 		$247K Sell
3,447
-422
-11% -$31.2K ﹤0.01% 675
2024
Q4 		$265K Buy
3,869
+3,706
+2,274% +$275K ﹤0.01% 670
2024
Q3 		$11.8K Buy
+163
New +$11.8K ﹤0.01% 977

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BOK Financial's SWX Position: Q2 2026 in Review

BOK Financial reduced its Southwest Gas (SWX) stake by 0.95% in Q2 2026, selling an estimated $1.79K and leaving 2,096 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

BOK Financial first reported a position in SWX in Q3 2024 and has held it in 8 quarters since. The position peaked at $293K in Q4 2025. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • BOK Financial held 2,096 shares of Southwest Gas worth $186K as of Q2 2026.
  • BOK Financial sold 20 Southwest Gas shares in Q2 2026, an estimated $1.79K.
  • Southwest Gas made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #690 holding.
  • BOK Financial first reported a position in Southwest Gas in Q3 2024 and has held it in 8 quarters since.
  • BOK Financial's Southwest Gas position peaked at $293K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.