O'Keefe Stevens Advisory’s Southwest Gas SWX Stock Holding History

O'Keefe Stevens Advisory’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	$2M	Buy	22,572 +582	+3%	+$52.1K	0.41%	28
2026 Q1	$1.91M	Buy	21,990 +1,942	+10%	+$166K	0.47%	29
2025 Q4	$1.6M	Buy	20,048 +1,370	+7%	+$110K	0.42%	29
2025 Q3	$1.46M	Buy	18,678 +372	+2%	+$29K	0.4%	30
2025 Q2	$1.36M	Buy	18,306 +3,495	+24%	+$252K	0.38%	30
2025 Q1	$1.06M	Buy	14,811 +3,036	+26%	+$225K	0.35%	30
2024 Q4	$833K	Buy	11,775 +3,654	+45%	+$272K	0.26%	32
2024 Q3	$599K	Buy	+8,121	New	+$587K	0.18%	36

Other funds holding SWX

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

O'Keefe Stevens Advisory's SWX Position: Q2 2026 in Review

O'Keefe Stevens Advisory increased its Southwest Gas (SWX) stake by 2.6% in Q2 2026, buying an estimated $52.1K and bringing the position to 22,572 shares worth $2M. The position accounts for 0.41% of the portfolio, ranked #28.

O'Keefe Stevens Advisory first reported a position in SWX in Q3 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

O'Keefe Stevens Advisory held 22,572 shares of Southwest Gas worth $2M as of Q2 2026.
O'Keefe Stevens Advisory bought 582 Southwest Gas shares in Q2 2026, an estimated $52.1K.
Southwest Gas made up 0.41% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #28 holding.
O'Keefe Stevens Advisory first reported a position in Southwest Gas in Q3 2024 and has held it in 8 quarters since.
69 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.