Capital Advisors Ltd’s Southwest Gas SWX Stock Holding History

Capital Advisors Ltd’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	$4K	Hold	43	–	–	﹤0.01%	1019
2026 Q1	$4K	Hold	43	–	–	﹤0.01%	1015
2025 Q4	$3K	Hold	43	–	–	﹤0.01%	1039
2025 Q3	$3K	Hold	43	–	–	﹤0.01%	1026
2025 Q2	$3K	Sell	43 -4	-9%	-$288	﹤0.01%	1020
2025 Q1	$3K	Hold	47	–	–	﹤0.01%	1011
2024 Q4	$3K	Buy	47 +4	+9%	+$297	﹤0.01%	1030
2024 Q3	$3K	Sell	43 -22	-34%	-$1.59K	﹤0.01%	1018
2024 Q2	$5K	Buy	65 +22	+51%	+$1.65K	﹤0.01%	919
2024 Q1	$3K	Hold	43	–	–	﹤0.01%	1000
2023 Q4	$3K	Hold	43	–	–	﹤0.01%	966
2023 Q3	$3K	Hold	43	–	–	﹤0.01%	958
2023 Q2	$3K	Buy	43 +5	+13%	+$296	﹤0.01%	963
2023 Q1	$2K	Buy	+38	New	+$2.42K	﹤0.01%	939
2022 Q4	–	Sell	-22	Closed	-$2K	–	1626
2022 Q3	$2K	Buy	+22	New	+$1.78K	﹤0.01%	906

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

Capital Advisors Ltd's SWX Position: Q2 2026 in Review

Capital Advisors Ltd held its Southwest Gas (SWX) position steady in Q2 2026 at 43 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Capital Advisors Ltd first reported a position in SWX in Q3 2022 and has held it in 15 quarters since. The position peaked at $5K in Q2 2024. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Capital Advisors Ltd held 43 shares of Southwest Gas worth $4K as of Q2 2026.
Capital Advisors Ltd left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1019 holding.
Capital Advisors Ltd first reported a position in Southwest Gas in Q3 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Southwest Gas position peaked at $5K in Q2 2024.
412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.