Journey Advisory Group, LLC

Position in CSX — Csx Corp

CIK 1840085 COVINGTON, KY

Position in CSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,587,864

+$670,813 QoQ

Shares Held

117,565

-1.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#405

of 1,982 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Journey Advisory Group, LLC holds $9,673,519 across 3 Railroads names. CSX ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	117,565	$5,587,864
2	UNP	Union Pacific Corp	9,187	$2,498,864
3	NSC	Norfolk Southern Corp	5,044	$1,586,791

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,587,864	117,565	-1.9%	Shares	Sole	2026-08-04
2026-03-31	$4,917,051	119,782	-15.8%	Shares	Sole	2026-05-05
2025-12-31	$5,156,417	142,246	-1.0%	Shares	Sole	2026-01-27
2025-09-30	$5,102,715	143,698	-0.0%	Shares	Sole	2025-11-10
2025-06-30	$4,689,518	143,718	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$4,225,529	143,579	-2.6%	Shares	Sole	2025-05-13
2024-12-31	$4,755,726	147,373	0.0%	Shares	Sole	2025-02-04
2024-09-30	$5,088,789	147,373	0.0%	Shares	Sole	2024-11-12
2024-06-30	$4,929,626	147,373	-0.1%	Shares	Sole	2024-08-02
2024-03-31	$5,467,194	147,483	+62.7%	Shares	Sole	2024-05-09
2023-12-31	$3,142,107	90,629	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$2,811,872	91,443	-0.7%	Shares	Sole	2023-11-15
2023-06-30	$3,141,530	92,127	-1.4%	Shares	Sole	2023-08-09
2023-03-31	$2,798,102	93,457	+19.6%	Shares	Sole	2023-05-04
2022-12-31	$2,420,560	78,133	+5.3%	Shares	Sole	2023-02-07
2022-09-30	$1,975,915	74,171	+10.3%	Shares	Sole	2022-11-09
2022-06-30	$1,954,139	67,245	+9.2%	Shares	Sole	2022-08-02
2022-03-31	$2,305,234	61,555	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$2,306,722	61,349	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$1,814,705	61,019	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,957,232	61,011	+200.0%	Shares	Sole	2021-08-13
2021-03-31	$1,960,893	20,337	0.0%	Shares	Sole	2021-05-11
2020-12-31	$1,845,582	20,337	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.