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Clear Creek Financial Management’s Southwest Gas SWX Stock Holding History

Clear Creek Financial Management’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 		$312K Buy
3,522
+32
+0.9% +$2.86K 0.02% 515
2026
Q1 		$303K Sell
3,490
-93
-3% -$7.93K 0.02% 496
2025
Q4 		$287K Sell
3,583
-14
-0.4% -$1.12K 0.02% 499
2025
Q3 		$282K Buy
3,597
+27
+0.8% +$2.1K 0.02% 492
2025
Q2 		$266K Buy
3,570
+331
+10% +$23.9K 0.03% 464
2025
Q1 		$233K Sell
3,239
-188
-5% -$13.9K 0.02% 460
2024
Q4 		$242K Buy
3,427
+176
+5% +$13.1K 0.03% 416
2024
Q3 		$240K Sell
3,251
-42
-1% -$3.04K 0.03% 396
2024
Q2 		$232K Buy
3,293
+357
+12% +$26.7K 0.03% 393
2024
Q1 		$224K Buy
+2,936
New +$190K 0.03% 382

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 $3.38T AUM 44.17% 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

Clear Creek Financial Management's SWX Position: Q2 2026 in Review

Clear Creek Financial Management increased its Southwest Gas (SWX) stake by 0.92% in Q2 2026, buying an estimated $2.86K and bringing the position to 3,522 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #515.

Clear Creek Financial Management first reported a position in SWX in Q1 2024 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Clear Creek Financial Management held 3,522 shares of Southwest Gas worth $312K as of Q2 2026.
  • Clear Creek Financial Management bought 32 Southwest Gas shares in Q2 2026, an estimated $2.86K.
  • Southwest Gas made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #515 holding.
  • Clear Creek Financial Management first reported a position in Southwest Gas in Q1 2024 and has held it in 10 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.