OAK FAMILY ADVISORS, LLC BWXT — BWX TECHNOLOGIES INC COM

Ownership history in OAK FAMILY ADVISORS, LLC  ·  18 quarters on record

AI Ownership Summary

OAK FAMILY ADVISORS, LLC reported BWX TECHNOLOGIES INC COM (BWXT) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.21% in 2024 Q3. The latest visible filing shows BWXT at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK FAMILY ADVISORS, LLC's position in BWX TECHNOLOGIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BWXT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWXT stock page OAK FAMILY ADVISORS, LLC fund profile OAK FAMILY ADVISORS, LLC full holdings
How OAK FAMILY ADVISORS, LLC held BWXT — position size vs. price
% of Fund (quarterly)    BWXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 96.7% -7.3% ✅ 700 -20,705 -96.7% 0.04% $143K 2026-04-20 $227.93
2026 Q1 ADDED — — — 21,405 +21,005 +5251.2% 1.23% $4.4M 2026-04-20 $227.93
2025 Q4 REDUCED 98.3% +18.5% ❌ 400 -23,335 -98.3% 0.02% $69K 2026-02-03 $210.31
2025 Q4 REDUCED 6.5% +18.5% ❌ 23,735 -1,658 -6.5% 1.13% $4.1M 2026-02-03 $210.31
2025 Q3 REDUCED 46.8% -4.7% ✅ 25,393 -22,359 -46.8% 1.17% $4.7M 2025-10-23 $199.09
2025 Q2 REDUCED 11.6% +26.5% ❌ 47,752 -6,244 -11.6% 2.17% $6.9M 2025-07-17 $141.55
2025 Q1 REDUCED — — — 53,996 -31 -0.1% 1.79% $5.3M 2025-04-15 $103.26
2024 Q4 REDUCED 18.4% -11.2% ✅ 54,027 -12,146 -18.4% 2.18% $6.0M 2025-01-24 $126.32
2024 Q3 ADDED — — — 66,173 +396 +0.6% 2.21% $7.2M 2024-10-17 $123.56
2024 Q2 ADDED — — — 65,777 +17,090 +35.1% 2.14% $6.2M 2024-07-23 $104.19
2024 Q1 REDUCED 31.4% -8.1% ✅ 48,687 -22,291 -31.4% 1.92% $5.0M 2024-04-24 $92.52
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWXT

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.02% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% Roxbury Financial LLC 0.0% CX Institutional 3Y 7Y 0.0% Miller Global Investments, LLC 0.0%

FAQ About OAK FAMILY ADVISORS, LLC and BWXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has OAK FAMILY ADVISORS, LLC reported owning BWXT?

OAK FAMILY ADVISORS, LLC reported BWXT across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BWXT position in OAK FAMILY ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BWXT was 2.21% in 2024 Q3.

What is the latest reported BWXT position on this page?

The most recent filing on this page is 2026 Q1, when OAK FAMILY ADVISORS, LLC reported 700 shares, equal to 0.04% of portfolio, with an estimated market value of $143K.

What does the chart on this BWXT ownership page compare?

The chart compares OAK FAMILY ADVISORS, LLC's quarterly BWXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OAK FAMILY ADVISORS, LLC time their BWXT position?

Based on 13F filing dates vs. subsequent BWXT price moves, OAK FAMILY ADVISORS, LLC correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on BWXT relative to SPY over the holding period was +25.3%.

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