Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,181,336
-$4,769,370 QoQ
Shares Held
128,669
-35.5% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Sourcerock Group LLC holds $40,186,147 across 3 Utilities - Regulated Gas names. SWX ranks #2 (27.8% of the industry book) .
All Filings in SWX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,181,336 | 128,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,950,706 | 199,334 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,650,216 | 199,773 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,942,198 | 120,207 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||