SEC 13F Intelligence

Oak Barrel Wealth Advisory LLC / BX

Oak Barrel Wealth Advisory LLC’s Blackstone Inc Position

Does Oak Barrel Wealth Advisory LLC own Blackstone Inc (BX)? Yes15.4K shares worth $2M (+1.42% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
15.4K
% of Portfolio
+1.42%
Quarters Held
1
currently held

Position History BX

Reported value by quarter
Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.4K$2M+1.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oak Barrel Wealth Advisory LLC’s full portfolio or all institutional holders of BX.