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OAK FAMILY ADVISORS, LLC → BWXT
OAK FAMILY ADVISORS, LLC BWXT Position History
BWX Technologies, Inc. • Industrials
Quarters held
8
Latest value
$4.9M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q4 2025 | $4.1M |
| Q4 2025 | $69K |
| Q1 2026 | $4.4M |
| Q1 2026 | $102K |
| Q1 2026 | $41K |
| Q2 2026 | $4M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 35.6K | — | — |
| Q2 2026 | $4M | 20.5K | — | — |
| Q1 2026 | $41K | 200 | — | — |
| Q1 2026 | $102K | 500 | — | — |
| Q1 2026 | $4.4M | 21.4K | — | — |
| Q4 2025 | $69K | 400 | — | — |
| Q4 2025 | $4.1M | 23.7K | — | — |
| Q3 2025 | $4.7M | 25.4K | — | — |
Other funds holding BWXT
$766.6M
$739.5M
$739.5M
$569.1M
$419M
$402.2M
$294.8M
$257.3M
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