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Sourcerock Group’s Southwest Gas SWX Stock Holding History

Sourcerock Group’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 		$10.4M Sell
117,443
-11,226
-9% -$1M 0.54% 26
2026
Q1 		$11.2M Sell
128,669
-70,665
-35% -$6.02M 0.45% 31
2025
Q4 		$16M Sell
199,334
-439
-0.2% -$35.2K 0.89% 23
2025
Q3 		$15.7M Buy
199,773
+79,566
+66% +$6.2M 1.06% 23
2025
Q2 		$8.94M Buy
+120,207
New +$8.67M 0.47% 32

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Sourcerock Group's SWX Position: Q2 2026 in Review

Sourcerock Group reduced its Southwest Gas (SWX) stake by 8.7% in Q2 2026, selling an estimated $1M and leaving 117,443 shares worth $10.4M. The position accounts for 0.54% of the portfolio, ranked #26.

Sourcerock Group first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. The position peaked at $16M in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Sourcerock Group held 117,443 shares of Southwest Gas worth $10.4M as of Q2 2026.
  • Sourcerock Group sold 11,226 Southwest Gas shares in Q2 2026, an estimated $1M.
  • Southwest Gas made up 0.54% of Sourcerock Group's portfolio in Q2 2026, its #26 holding.
  • Sourcerock Group first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
  • Sourcerock Group's Southwest Gas position peaked at $16M in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Sourcerock Group's 13F filing for Q2 2026, filed 14 Aug 2026.