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Oak Hill Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Oak Hill Wealth Advisors’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
2025
Q3 		$382K Sell
2,070
-280
-12% -$45K 0.07% 111
2025
Q2 		$323K Sell
2,350
-1,000
-30% -$117K 0.07% 117
2025
Q1 		$330K Sell
3,350
-1,900
-36% -$206K 0.08% 109
2024
Q4 		$585K Buy
+5,250
New +$641K 0.14% 72

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Oak Hill Wealth Advisors's BWXT Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its BWX Technologies (BWXT) stake by 12% in Q3 2025, selling an estimated $45K and leaving 2,070 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #111.

Oak Hill Wealth Advisors first reported a position in BWXT in Q4 2024 and has held it in 4 quarters since. The position peaked at $585K in Q4 2024. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,070 shares of BWX Technologies worth $382K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 280 BWX Technologies shares in Q3 2025, an estimated $45K.
  • BWX Technologies made up 0.07% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #111 holding.
  • Oak Hill Wealth Advisors first reported a position in BWX Technologies in Q4 2024 and has held it in 4 quarters since.
  • Oak Hill Wealth Advisors's BWX Technologies position peaked at $585K in Q4 2024.
  • 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.