Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$402,579
+$54,886 QoQ
Shares Held
8,470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,268
of 1,982 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Live Oak Private Wealth LLC holds $1,776,627 across 3 Railroads names. CSX ranks #3 (22.7% of the industry book) .
All Filings in CSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,579 | 8,470 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $347,693 | 8,470 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $307,037 | 8,470 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $300,769 | 8,470 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $276,376 | 8,470 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $252,538 | 8,581 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $276,908 | 8,581 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $296,301 | 8,581 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $283,321 | 8,470 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $313,982 | 8,470 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $295,041 | 8,510 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $261,682 | 8,510 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $290,191 | 8,510 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $254,789 | 8,510 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $266,861 | 8,614 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,474 | 8,689 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $252,502 | 8,689 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $322,594 | 8,614 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $323,886 | 8,614 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $256,180 | 8,614 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $221,159 | 6,894 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $216,945 | 2,250 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $204,187 | 2,250 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||