JFS Wealth Advisors’s Southwest Gas SWX Stock Holding History

JFS Wealth 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	$4.17K	Hold	47	–	–	﹤0.01%	1348
2026 Q1	$4.08K	Sell	47 -349	-88%	-$29.8K	﹤0.01%	1266
2025 Q4	$31.7K	Buy	396 +14	+4%	+$1.12K	﹤0.01%	626
2025 Q3	$29.9K	Buy	382 +344	+905%	+$26.8K	﹤0.01%	613
2025 Q2	$2.83K	Hold	38	–	–	﹤0.01%	1292
2025 Q1	$2.73K	Hold	38	–	–	﹤0.01%	1348
2024 Q4	$2.69K	Hold	38	–	–	﹤0.01%	1358
2024 Q3	$2.8K	Buy	38 +1	+3%	+$72	﹤0.01%	1344
2024 Q2	$2.6K	Buy	37 +2	+6%	+$150	﹤0.01%	1335
2024 Q1	$2.67K	Hold	35	–	–	﹤0.01%	1338
2023 Q4	$2.22K	Buy	35 +29	+483%	+$1.74K	﹤0.01%	1384
2023 Q3	$363	Sell	6 -19	-76%	-$1.21K	﹤0.01%	1789
2023 Q2	$1.59K	Sell	25 -2	-7%	-$118	﹤0.01%	1466
2023 Q1	$1.69K	Buy	27 +4	+17%	+$255	﹤0.01%	1429
2022 Q4	$1.42K	Sell	23 -19	-45%	-$1.29K	﹤0.01%	1500
2022 Q3	$3K	Buy	+42	New	+$3.41K	﹤0.01%	1242

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

JFS Wealth Advisors's SWX Position: Q2 2026 in Review

JFS Wealth Advisors held its Southwest Gas (SWX) position steady in Q2 2026 at 47 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

JFS Wealth Advisors first reported a position in SWX in Q3 2022 and has held it in 16 quarters since. The position peaked at $31.7K in Q4 2025. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

JFS Wealth Advisors held 47 shares of Southwest Gas worth $4.17K as of Q2 2026.
JFS Wealth Advisors left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1348 holding.
JFS Wealth Advisors first reported a position in Southwest Gas in Q3 2022 and has held it in 16 quarters since.
JFS Wealth Advisors's Southwest Gas position peaked at $31.7K in Q4 2025.
410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.