Position in CSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,872
+$18,882 QoQ
Shares Held
6,246
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,430
of 1,982 holders
Holding Since
Dec 2024
6 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,517,880 across 2 Railroads names. CSX ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
4,489 | $1,221,008 | |
| 2 | CSX |
Csx Corp
This page
|
6,246 | $296,872 |
All Filings in CSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,872 | 6,246 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,990 | 6,772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $251,285 | 6,932 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $239,479 | 6,744 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $219,991 | 6,742 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $212,046 | 6,571 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||