Jacobsen Capital Management’s Southwest Gas SWX Stock Holding History

Jacobsen Capital 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	$229K	Sell	2,579 -323	-11%	-$28.9K	0.07%	115
2026 Q1	$252K	Buy	2,902 +7	+0.2%	+$597	0.09%	100
2025 Q4	$232K	Buy	2,895 +7	+0.2%	+$561	0.08%	105
2025 Q3	$226K	Buy	2,888 +8	+0.3%	+$623	0.08%	110
2025 Q2	$214K	Buy	+2,880	New	+$208K	0.08%	106
2022 Q3	–	Sell	-2,406	Closed	-$209K	–	54
2022 Q2	$209K	Buy	+2,406	New	+$212K	0.11%	55
2019 Q4	$359K	Buy	4,731 +23	+0.5%	+$1.87K	0.36%	49
2019 Q3	$428K	Buy	4,708 +20	+0.4%	+$1.8K	0.41%	50
2019 Q2	$420K	Buy	+4,688	New	+$398K	0.42%	49

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's SWX Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Southwest Gas (SWX) stake by 11% in Q2 2026, selling an estimated $28.9K and leaving 2,579 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #115.

Jacobsen Capital Management first reported a position in SWX in Q2 2019 and has held it in 9 quarters since. The position peaked at $428K in Q3 2019. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Jacobsen Capital Management held 2,579 shares of Southwest Gas worth $229K as of Q2 2026.
Jacobsen Capital Management sold 323 Southwest Gas shares in Q2 2026, an estimated $28.9K.
Southwest Gas made up 0.07% of Jacobsen Capital Management's portfolio in Q2 2026, its #115 holding.
Jacobsen Capital Management first reported a position in Southwest Gas in Q2 2019 and has held it in 9 quarters since.
Jacobsen Capital Management's Southwest Gas position peaked at $428K in Q3 2019.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.