Position in CSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$693,225
-$764,994 QoQ
Shares Held
14,585
-58.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,035
of 1,982 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,294,084 across 3 Railroads names. CSX ranks #1 (53.6% of the industry book) .
All Filings in CSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,225 | 14,585 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,458,219 | 35,523 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,276,797 | 35,222 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||