Back to BWXT

Insight Wealth Strategies, LLC → BWXT

Insight Wealth Strategies, LLC BWXT Position History

BWX Technologies, Inc. • Industrials

Quarters held
2
Latest value
$5.1M
Q3 2026
Peak value
$5.9M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$5.9M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M37.6K——
Q2 2026$5.9M31.1K——

Other funds holding BWXT

Other Insight Wealth Strategies, LLC positions

IVZ

INVESCO EXCH TRADED FD TR II

$37.4M
BEN

LEGG MASON ETF INVT

$36.9M
CVX

CHEVRON CORPORATION

$36.3M
ETHA

BLACKROCK ETF TRUST

$33.7M
CVX

CHEVRON CORP NEW

$33.5M
IVZ

INVESCO EXCH TRADED FD TR II

$33.5M
CVX

CHEVRON CORPORATION

$33.1M
ETHA

BLACKROCK ETF TRUST

$33.1M