Position in CSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$522,830
+$71,280 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,165
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $2,311,910 across 3 Railroads names. CSX ranks #3 (22.6% of the industry book) .
All Filings in CSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,830 | 11,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $451,550 | 11,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $405,093 | 11,175 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $404,636 | 11,395 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $371,818 | 11,395 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $337,562 | 11,470 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $370,136 | 11,470 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $396,059 | 11,470 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $380,493 | 11,375 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $426,861 | 11,515 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $394,891 | 11,390 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $350,242 | 11,390 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $422,499 | 12,390 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $370,956 | 12,390 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $383,842 | 12,390 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $330,069 | 12,390 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $360,053 | 12,390 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $464,005 | 12,390 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $465,864 | 12,390 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $368,478 | 12,390 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $397,471 | 12,390 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $398,214 | 4,130 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $374,797 | 4,130 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $320,777 | 4,130 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $288,026 | 4,130 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $236,649 | 4,130 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||