KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Position in BWXT — BWX Technologies, Inc.
CIK 1907480
IRVINE, CA
Position in BWXT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,006,924
+$48,684 QoQ
Shares Held
5,173
+10.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#402
of 840 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $4,350,044 across 2 Aerospace & Defense names. BWXT ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMBJ |
Embraer S.A.
|
52,400 | $3,343,120 | |
| 2 | BWXT |
BWX Technologies, Inc.
This page
|
5,173 | $1,006,924 |
All Filings in BWXT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,924 | 5,173 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $958,240 | 4,686 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $783,310 | 4,532 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,625,774 | 8,818 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,376,205 | 9,553 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $972,097 | 9,854 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,014,094 | 9,104 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,000,366 | 9,203 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $867,445 | 9,131 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $877,708 | 8,553 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $755,867 | 9,851 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||