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Phocas Financial Corp’s Southwest Gas SWX Stock Holding History

Phocas Financial Corp’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
Q4 		– Sell
-83,959
Closed -$6.58M – 166
2025
Q3 		$6.58M Buy
83,959
+1,832
+2% +$143K 0.85% 51
2025
Q2 		$6.11M Buy
82,127
+41,987
+105% +$3.03M 0.88% 53
2025
Q1 		$2.88M Sell
40,140
-2,318
-5% -$172K 0.44% 95
2024
Q4 		$3M Buy
+42,458
New +$3.15M 0.4% 99
2023
Q4 		$3.01M Buy
47,558
+845
+2% +$50.8K 0.4% 106
2023
Q3 		$2.82M Sell
46,713
-44
-0.1% -$2.81K 0.41% 101
2023
Q2 		$2.98M Sell
46,757
-259
-0.6% -$15.3K 0.41% 99
2023
Q1 		$2.94M Buy
+47,016
New +$3M 0.42% 99

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Phocas Financial Corp's SWX Position: Q4 2025 in Review

Phocas Financial Corp sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 83,959 shares — an estimated $6.58M sold.

Phocas Financial Corp first reported a position in SWX in Q1 2023 and held it in 8 quarters. The position peaked at $6.58M in Q3 2025. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Phocas Financial Corp reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 83,959 Southwest Gas shares in Q4 2025, an estimated $6.58M.
  • Phocas Financial Corp first reported a position in Southwest Gas in Q1 2023 and held it in 8 quarters.
  • Phocas Financial Corp's Southwest Gas position peaked at $6.58M in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Phocas Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.