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Barbara Oil Co’s BWX Technologies BWXT Stock Holding History

Barbara Oil Co’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Hold
11,675
– – 0.76% 39
2026
Q1 		$2.39M Hold
11,675
– – 0.92% 34
2025
Q4 		$2.02M Hold
11,675
– – 0.75% 43
2025
Q3 		$2.15M Hold
11,675
– – 0.8% 38
2025
Q2 		$1.68M Hold
11,675
– – 0.66% 50
2025
Q1 		$1.15M Buy
11,675
+5,975
+105% +$648K 0.47% 65
2024
Q4 		$635K Buy
+5,700
New +$696K 0.26% 74

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barbara Oil Co's BWXT Position: Q2 2026 in Review

Barbara Oil Co held its BWX Technologies (BWXT) position steady in Q2 2026 at 11,675 shares worth $2.25M. The position accounts for 0.76% of the portfolio, ranked #39.

Barbara Oil Co first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Barbara Oil Co held 11,675 shares of BWX Technologies worth $2.25M as of Q2 2026.
  • Barbara Oil Co left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.76% of Barbara Oil Co's portfolio in Q2 2026, its #39 holding.
  • Barbara Oil Co first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Barbara Oil Co's BWX Technologies position peaked at $2.39M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Barbara Oil Co's 13F filing for Q2 2026, filed 13 Aug 2026.