Shell Asset Management’s Southwest Gas SWX Stock Holding History

Shell Asset Management’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 Q3	$49K	Sell	629 -1,090	-63%	-$84.9K	﹤0.01%	873
2025 Q2	$128K	Sell	1,719 -188	-10%	-$13.6K	﹤0.01%	929
2025 Q1	$137K	Sell	1,907 -82	-4%	-$6.07K	0.01%	928
2024 Q4	$141K	Hold	1,989	–	–	0.01%	958
2024 Q3	$147K	Buy	+1,989	New	+$144K	0.01%	944
2024 Q1	$148K	Sell	2,106 -215	-9%	-$13.9K	0.01%	916
2023 Q4	$147K	Sell	2,321 -699	-23%	-$42K	0.01%	962
2023 Q3	$182K	Sell	3,020 -48	-2%	-$3.06K	0.01%	931
2023 Q2	$195K	Sell	3,068 -18	-0.6%	-$1.06K	0.01%	930
2023 Q1	$193K	Sell	3,086 -11	-0.4%	-$701	0.01%	937
2022 Q4	$192K	Sell	3,097 -548	-15%	-$37.3K	0.01%	972
2022 Q3	$254K	Sell	3,645 -970	-21%	-$78.7K	0.01%	909
2022 Q2	$402K	Sell	4,615 -5,058	-52%	-$446K	0.01%	829
2022 Q1	$757K	Hold	9,673	–	–	0.02%	611
2021 Q4	$678K	Buy	9,673 +46	+0.5%	+$3.17K	0.01%	763
2021 Q3	$644K	Sell	9,627 -410	-4%	-$28.6K	0.01%	745
2021 Q2	$664K	Sell	10,037 -6,566	-40%	-$448K	0.01%	774
2021 Q1	$1.14M	Sell	16,603 -120	-0.7%	-$7.6K	0.02%	489
2020 Q4	$1.02M	Hold	16,723	–	–	0.02%	504
2020 Q3	$1.05M	Hold	16,723	–	–	0.02%	444
2020 Q2	$1.16M	Buy	16,723 +544	+3%	+$39.6K	0.03%	412
2020 Q1	$1.13M	Sell	16,179 -245	-1%	-$17.6K	0.03%	400
2019 Q4	$1.25M	Sell	16,424 -511	-3%	-$41.6K	0.03%	471
2019 Q3	$1.54M	Sell	16,935 -158	-0.9%	-$14.2K	0.04%	402
2019 Q2	$1.53M	Sell	17,093 -385	-2%	-$32.7K	0.03%	417
2019 Q1	$1.44M	Hold	17,478	–	–	0.03%	421
2018 Q4	$1.34M	Sell	17,478 -1,400	-7%	-$112K	0.03%	415
2018 Q3	$1.49M	Sell	18,878 -11,714	-38%	-$926K	0.03%	474
2018 Q2	$2.33M	Sell	30,592 -1,614	-5%	-$118K	0.05%	369
2018 Q1	$2.18M	Hold	32,206	–	–	0.04%	378
2017 Q4	$2.59M	Sell	32,206 -10,464	-25%	-$849K	0.05%	352
2017 Q3	$3.31M	Sell	42,670 -4,429	-9%	-$351K	0.07%	276
2017 Q2	$3.44M	Hold	47,099	–	–	0.07%	274
2017 Q1	$3.9M	Buy	47,099 +183	+0.4%	+$14.9K	0.09%	251
2016 Q4	$3.6M	Sell	46,916 -420	-0.9%	-$30.3K	0.08%	253
2016 Q3	$3.31M	Sell	47,336 -2,163	-4%	-$160K	0.07%	297
2016 Q2	$3.9M	Sell	49,499 -2,808	-5%	-$194K	0.09%	250
2016 Q1	$3.44M	Sell	52,307 -3,123	-6%	-$188K	0.08%	245
2015 Q4	$3.06M	Sell	55,430 -3,485	-6%	-$199K	0.07%	267
2015 Q3	$2.86M	Buy	58,915 +2,766	+5%	+$153K	0.05%	346
2015 Q2	$2.99M	Sell	56,149 -2,596	-4%	-$143K	0.06%	318
2015 Q1	$3.42M	Sell	58,745 -170	-0.3%	-$10K	0.06%	301
2014 Q4	$3.64M	Hold	58,915	–	–	0.06%	303
2014 Q3	$2.86M	Buy	58,915 +5,534	+10%	+$283K	0.04%	359
2014 Q2	$2.82M	Sell	53,381 -620	-1%	-$32.9K	0.04%	363
2014 Q1	$2.89M	Sell	54,001 -215	-0.4%	-$11.5K	0.05%	357
2013 Q4	$3.03M	Buy	54,216 +8,752	+19%	+$463K	0.05%	346
2013 Q3	$2.27M	Hold	45,464	–	–	0.04%	441
2013 Q2	$2.13M	Buy	+45,464	New	+$2.21M	0.04%	446

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Shell Asset Management's SWX Position: Q3 2025 in Review

Shell Asset Management reduced its Southwest Gas (SWX) stake by 63% in Q3 2025, selling an estimated $84.9K and leaving 629 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Shell Asset Management first reported a position in SWX in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.9M in Q1 2017. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

Shell Asset Management held 629 shares of Southwest Gas worth $49K as of Q3 2025.
Shell Asset Management sold 1,090 Southwest Gas shares in Q3 2025, an estimated $84.9K.
Southwest Gas made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #873 holding.
Shell Asset Management first reported a position in Southwest Gas in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's Southwest Gas position peaked at $3.9M in Q1 2017.
334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.