CX Institutional

Position in LUV — Southwest Airlines Co

CIK 1737089 AUBURN, IN

Position in LUV

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$586,907

+$204,370 QoQ

Shares Held

11,414

+12.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#413

of 924 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CX Institutional holds $2,291,947 across 5 Airlines names. LUV ranks #3 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	8,020	$751,153
2	UAL	United Airlines Holdings, Inc.	4,971	$676,006
3	LUV	Southwest Airlines Co This page	11,414	$586,907
4	AAL	American Airlines Group Inc.	15,199	$274,645
5	ALK	Alaska Air Group, Inc.	62	$3,236

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,907	11,414	+12.1%	Shares	Sole	2026-07-02
2026-03-31	$382,537	10,182	-4.6%	Shares	Sole	2026-04-06
2025-12-31	$441,197	10,675	+7.3%	Shares	Sole	2026-02-02
2025-09-30	$317,568	9,952	-16.6%	Shares	Sole	2025-10-23
2025-06-30	$387,268	11,938	+8.7%	Shares	Sole	2025-07-16
2025-03-31	$368,741	10,981	-90.1%	Shares	Sole	2025-04-15
2023-06-30	$4,028,724	111,260	+7.7%	Shares	Sole	2023-07-26
2023-03-31	$3,360,731	103,280	+6845.5%	Shares	Sole	2023-05-04
2022-06-30	$53,710	1,487	-36.2%	Shares	Sole	2022-08-02
2021-09-30	$119,883	2,331	+17.8%	Shares	Sole	2021-11-10
2021-06-30	$105,065	1,979	-5.1%	Shares	Sole	2021-08-04
2021-03-31	$127,371	2,086	+8.4%	Shares	Sole	2021-04-15
2020-12-31	$89,724	1,925	-71.8%	Shares	Sole	2021-01-12
2020-09-30	$256,275	6,834	+185.0%	Shares	Sole	2020-10-13
2020-06-30	$81,963	2,398	-17.0%	Shares	Sole	2020-08-06
2020-03-31	$102,841	2,888	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.