Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$79,992
+$15,010 QoQ
Shares Held
1,683
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,760
of 1,982 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $465,538 across 6 Railroads names. CSX ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,102 | $299,744 | |
| 2 | CSX |
Csx Corp
This page
|
1,683 | $79,992 | |
| 3 | NSC |
Norfolk Southern Corp
|
118 | $37,121 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
88 | $23,724 | |
| 5 | CNI |
Canadian National Railway Co
|
141 | $16,812 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
94 | $8,145 |
All Filings in CSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,992 | 1,683 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $64,982 | 1,583 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $56,876 | 1,569 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $54,827 | 1,544 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $59,223 | 1,815 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $50,884 | 1,729 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $80,642 | 2,499 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||