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 Q3	$2.07M	Buy	25,394 +2,822	+13%	+$252K	0.42%	27
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

O'Keefe Stevens Advisory's SWX Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Southwest Gas (SWX) stake by 13% in Q3 2026, buying an estimated $252K and bringing the position to 25,394 shares worth $2.07M. The position accounts for 0.42% of the portfolio, ranked #27.

O'Keefe Stevens Advisory first reported a position in SWX in Q3 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

O'Keefe Stevens Advisory held 25,394 shares of Southwest Gas worth $2.07M as of Q3 2026.
O'Keefe Stevens Advisory bought 2,822 Southwest Gas shares in Q3 2026, an estimated $252K.
Southwest Gas made up 0.42% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #27 holding.
O'Keefe Stevens Advisory first reported a position in Southwest Gas in Q3 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.