Heritage Wealth Advisors

Position in CSX — Csx Corp

CIK 1591122 RICHMOND, VA

Position in CSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,517,695

+$428,314 QoQ

Shares Held

74,010

-1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#489

of 1,985 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $40,140,761 across 6 Railroads names. CSX ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	129,834	$35,314,848
2	CSX	Csx Corp This page	74,010	$3,517,695
3	NSC	Norfolk Southern Corp	2,954	$929,298
4	CP	Canadian Pacific Kansas City Ltd/Cn	2,839	$245,999
5	CNI	Canadian National Railway Co	1,065	$126,990
6	WAB	Westinghouse Air Brake Technologies Corp	22	$5,931

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,517,695	74,010	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$3,089,381	75,259	+5.6%	Shares	Sole	2026-05-14
2025-12-31	$2,582,957	71,254	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,530,194	71,253	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,324,952	71,252	+0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,096,916	71,251	-0.7%	Shares	Sole	2025-05-08
2024-12-31	$2,314,920	71,736	+0.0%	Shares	Sole	2025-02-12
2024-09-30	$2,476,215	71,712	+2.8%	Shares	Sole	2024-11-12
2024-06-30	$2,333,940	69,774	+0.0%	Shares	Sole	2024-12-12
2024-03-31	$2,586,485	69,773	+0.4%	Shares	Sole	2024-12-12
2023-12-31	$2,410,015	69,513	0.0%	Shares	Sole	2024-12-12
2023-09-30	$2,137,524	69,513	-0.2%	Shares	Sole	2024-12-12
2023-06-30	$2,375,303	69,657	+0.2%	Shares	Sole	2024-12-12
2023-03-31	$2,081,219	69,513	+0.3%	Shares	Sole	2023-05-04
2022-12-31	$2,146,542	69,288	+0.7%	Shares	Sole	2024-12-12
2022-09-30	$1,833,844	68,838	0.0%	Shares	Sole	2024-12-12
2022-06-30	$2,000,432	68,838	+2.7%	Shares	Sole	2022-08-04
2022-03-31	$2,510,573	67,038	0.0%	Shares	Sole	2022-05-11
2021-12-31	$2,520,628	67,038	-0.4%	Shares	Sole	2022-03-28
2021-09-30	$2,002,186	67,323	0.0%	Shares	Sole	2021-11-02
2021-06-30	$2,159,721	67,323	+199.3%	Shares	Sole	2021-08-09
2021-03-31	$2,168,582	22,491	-0.4%	Shares	Sole	2021-04-27
2020-12-31	$2,048,318	22,571	0.0%	Shares	Sole	2021-02-01
2020-09-30	$1,753,089	22,571	0.0%	Shares	Sole	2020-11-03
2020-06-30	$1,574,103	22,571	0.0%	Shares	Sole	2020-07-17
2020-03-31	$1,293,318	22,571	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.