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Petrus Trust Company’s Southwest Gas SWX Stock Holding History

Petrus Trust Company’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
2025
Q2 		– Sell
-7,262
Closed -$521K – 715
2025
Q1 		$521K Buy
+7,262
New +$538K 0.05% 172
2024
Q1 		– Sell
-12,623
Closed -$800K – 780
2023
Q4 		$800K Buy
+12,623
New +$759K 0.08% 79

Other funds holding SWX

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Petrus Trust Company's SWX Position: Q2 2025 in Review

Petrus Trust Company sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 7,262 shares — an estimated $521K sold.

Petrus Trust Company first reported a position in SWX in Q4 2023 and held it in 2 quarters. The position peaked at $800K in Q4 2023. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Petrus Trust Company reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,262 Southwest Gas shares in Q2 2025, an estimated $521K.
  • Petrus Trust Company first reported a position in Southwest Gas in Q4 2023 and held it in 2 quarters.
  • Petrus Trust Company's Southwest Gas position peaked at $800K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.