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Central Valley Advisors’s Southwest Gas SWX Stock Holding History

Central Valley Advisors’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 		$237K Buy
2,676
+2
+0.1% +$179 0.06% 170
2026
Q1 		$232K Buy
+2,674
New +$228K 0.06% 170
2024
Q2 		– Sell
-2,682
Closed -$204K – 180
2024
Q1 		$204K Buy
+2,682
New +$174K 0.11% 151

Other funds holding SWX

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Central Valley Advisors's SWX Position: Q2 2026 in Review

Central Valley Advisors increased its Southwest Gas (SWX) stake by 0.07% in Q2 2026, buying an estimated $179 and bringing the position to 2,676 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #170.

Central Valley Advisors first reported a position in SWX in Q1 2024 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Central Valley Advisors held 2,676 shares of Southwest Gas worth $237K as of Q2 2026.
  • Central Valley Advisors bought 2 Southwest Gas shares in Q2 2026, an estimated $179.
  • Southwest Gas made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #170 holding.
  • Central Valley Advisors first reported a position in Southwest Gas in Q1 2024 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.