Position in CSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$661,665
+$88,156 QoQ
Shares Held
13,921
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,051
of 1,982 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $661,665 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
13,921 | $661,665 |
All Filings in CSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,665 | 13,921 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $573,509 | 13,971 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $506,448 | 13,971 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $496,110 | 13,971 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $710,420 | 21,772 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $646,312 | 21,961 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $517,901 | 16,049 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $516,327 | 14,953 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||