Jones Financial Companies
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Jones Financial Companies’s Southwest Gas SWX Stock Holding History

Jones Financial Companies’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
Q1 		$4.22M Buy
48,668
+1,583
+3% +$135K ﹤0.01% 1137
2025
Q4 		$3.77M Buy
47,085
+6,549
+16% +$525K ﹤0.01% 732
2025
Q3 		$3.17M Buy
40,536
+7,111
+21% +$554K ﹤0.01% 712
2025
Q2 		$2.48M Sell
33,425
-506
-1% -$36.5K ﹤0.01% 698
2025
Q1 		$2.48M Buy
33,931
+6,122
+22% +$453K ﹤0.01% 602
2024
Q4 		$1.97M Buy
27,809
+10,500
+61% +$780K ﹤0.01% 563
2024
Q3 		$1.29M Buy
17,309
+7,455
+76% +$539K ﹤0.01% 543
2024
Q2 		$694K Buy
9,854
+5,095
+107% +$382K ﹤0.01% 488
2024
Q1 		$362K Buy
4,759
+3,388
+247% +$220K ﹤0.01% 366
2023
Q4 		$86.9K Buy
1,371
+1,127
+462% +$67.7K ﹤0.01% 416
2023
Q3 		$14.7K Buy
+244
New +$15.6K ﹤0.01% 460
2023
Q2 		– Sell
-4,541
Closed -$284K – 592
2023
Q1 		$284K Buy
+4,541
New +$289K ﹤0.01% 248
2013
Q4 		– Sell
-600
Closed -$30K – 500
2013
Q3 		$30K Buy
+600
New +$29.1K ﹤0.01% 375

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CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return