Corvex Management’s Southwest Gas SWX Stock Holding History

Corvex 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	$285M	Sell	3,208,538 -1,109,623	-26%	-$99.3M	8.69%	4
2026 Q1	$375M	Sell	4,318,161 -712,395	-14%	-$60.7M	14.92%	2
2025 Q4	$403M	Hold	5,030,556	–	–	12.3%	2
2025 Q3	$394M	Hold	5,030,556	–	–	13.07%	1
2025 Q2	$374M	Buy	5,030,556 +261,458	+5%	+$18.8M	15.84%	1
2025 Q1	$342M	Hold	4,769,098	–	–	12.96%	1
2024 Q4	$337M	Hold	4,769,098	–	–	9.29%	2
2024 Q3	$352M	Hold	4,769,098	–	–	13.67%	1
2024 Q2	$336M	Hold	4,769,098	–	–	15.51%	1
2024 Q1	$363M	Hold	4,769,098	–	–	16.84%	1
2023 Q4	$302M	Buy	4,769,098 +1,338,075	+39%	+$80.4M	15.92%	1
2023 Q3	$207M	Buy	3,431,023 +1,370,951	+67%	+$87.5M	11.18%	2
2023 Q2	$131M	Buy	2,060,072 +1,147,283	+126%	+$67.8M	6.45%	5
2023 Q1	$57M	Buy	912,789 +875,019	+2,317%	+$55.8M	2.8%	11
2022 Q4	$2.34M	Sell	37,770 -196,349	-84%	-$13.4M	0.12%	23
2022 Q3	$16.3M	Buy	+234,119	New	+$19M	0.96%	21
2022 Q2	–	Sell	-70,000	Closed	-$5.48M	–	41
2022 Q1	$5.48M	Buy	+70,000	New	+$4.9M	0.35%	25

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Corvex Management's SWX Position: Q2 2026 in Review

Corvex Management reduced its Southwest Gas (SWX) stake by 26% in Q2 2026, selling an estimated $99.3M and leaving 3,208,538 shares worth $285M. The position accounts for 8.69% of the portfolio, ranked #4.

Corvex Management first reported a position in SWX in Q1 2022 and has held it in 17 quarters since. The position peaked at $403M in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Corvex Management held 3,208,538 shares of Southwest Gas worth $285M as of Q2 2026.
Corvex Management sold 1,109,623 Southwest Gas shares in Q2 2026, an estimated $99.3M.
Southwest Gas made up 8.69% of Corvex Management's portfolio in Q2 2026, its #4 holding.
Corvex Management first reported a position in Southwest Gas in Q1 2022 and has held it in 17 quarters since.
Corvex Management's Southwest Gas position peaked at $403M in Q4 2025.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Corvex Management's 13F filing for Q2 2026, filed 14 Aug 2026.