Petra Financial Advisors’s BWX Technologies BWXT Stock Holding History

Petra Financial 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
2026 Q2	$814K	Buy	4,182 +77	+2%	+$16K	0.38%	71
2026 Q1	$839K	Sell	4,105 -21	-0.5%	-$4.26K	0.52%	54
2025 Q4	$713K	Sell	4,126 -62	-1%	-$11.6K	0.42%	63
2025 Q3	$772K	Buy	4,188 +112	+3%	+$18K	0.45%	63
2025 Q2	$587K	Buy	4,076 +57	+1%	+$6.66K	0.37%	73
2025 Q1	$396K	Sell	4,019 -30	-0.7%	-$3.25K	0.33%	69
2024 Q4	$451K	Buy	4,049 +14	+0.3%	+$1.71K	0.31%	89
2024 Q3	$439K	Buy	+4,035	New	+$401K	0.29%	93
2024 Q2	–	Sell	-2,298	Closed	-$233K	–	126
2024 Q1	$233K	Buy	+2,298	New	+$206K	0.17%	113

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Petra Financial Advisors's BWXT Position: Q2 2026 in Review

Petra Financial Advisors increased its BWX Technologies (BWXT) stake by 1.9% in Q2 2026, buying an estimated $16K and bringing the position to 4,182 shares worth $814K. The position accounts for 0.38% of the portfolio, ranked #71.

Petra Financial Advisors first reported a position in BWXT in Q1 2024 and has held it in 9 quarters since. The position peaked at $839K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Petra Financial Advisors held 4,182 shares of BWX Technologies worth $814K as of Q2 2026.
Petra Financial Advisors bought 77 BWX Technologies shares in Q2 2026, an estimated $16K.
BWX Technologies made up 0.38% of Petra Financial Advisors's portfolio in Q2 2026, its #71 holding.
Petra Financial Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 9 quarters since.
Petra Financial Advisors's BWX Technologies position peaked at $839K in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.