PTC
BWXT icon

Petrus Trust Company’s BWX Technologies BWXT Stock Holding History

Petrus Trust Company’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
Q2 		– Sell
-3,235
Closed -$319K – 534
2025
Q1 		$319K Buy
+3,235
New +$351K 0.03% 365
2024
Q4 		– Sell
-3,023
Closed -$329K – 603
2024
Q3 		$329K Buy
+3,023
New +$300K 0.03% 379
2024
Q2 		– Sell
-4,728
Closed -$485K – 601
2024
Q1 		$485K Buy
+4,728
New +$423K 0.04% 222
2020
Q3 		– Sell
-5,526
Closed -$313K – 278
2020
Q2 		$313K Buy
+5,526
New +$309K 0.04% 66

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Petrus Trust Company's BWXT Position: Q2 2025 in Review

Petrus Trust Company sold out of BWX Technologies (BWXT) in Q2 2025, closing a stake of 3,235 shares — an estimated $319K sold.

Petrus Trust Company first reported a position in BWXT in Q2 2020 and held it in 4 quarters. The position peaked at $485K in Q1 2024. 651 funds tracked by Wall St. Rank hold BWXT as of Q2 2025.

  • Petrus Trust Company reported no remaining BWX Technologies position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,235 BWX Technologies shares in Q2 2025, an estimated $319K.
  • Petrus Trust Company first reported a position in BWX Technologies in Q2 2020 and held it in 4 quarters.
  • Petrus Trust Company's BWX Technologies position peaked at $485K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.