Oak Hill Wealth Advisors’s CSX Corp CSX Stock Holding History

Oak Hill Wealth Advisors’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$283K	Sell	7,966 -1,425	-15%	-$48.7K	0.05%	128
2025 Q2	$314K	Buy	9,391 +1,561	+20%	+$47K	0.07%	122
2025 Q1	$230K	Sell	7,830 -100	-1%	-$3.18K	0.05%	127
2024 Q4	$256K	Buy	+7,930	New	+$272K	0.06%	117
2024 Q3	–	Sell	-6,575	Closed	-$223K	–	146
2024 Q2	$220K	Buy	+6,575	New	+$223K	0.07%	106
2024 Q1	–	Sell	-9,575	Closed	-$349K	–	133
2023 Q4	$332K	Hold	9,575	–	–	0.11%	80
2023 Q3	$294K	Hold	9,575	–	–	0.11%	80
2023 Q2	$327K	Hold	9,575	–	–	0.12%	78
2023 Q1	$287K	Hold	9,575	–	–	0.11%	89
2022 Q4	$297K	Buy	+9,575	New	+$288K	0.12%	86

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oak Hill Wealth Advisors's CSX Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its CSX Corp (CSX) stake by 15% in Q3 2025, selling an estimated $48.7K and leaving 7,966 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #128.

Oak Hill Wealth Advisors first reported a position in CSX in Q4 2022 and has held it in 10 quarters since. The position peaked at $332K in Q4 2023. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Oak Hill Wealth Advisors held 7,966 shares of CSX Corp worth $283K as of Q3 2025.
Oak Hill Wealth Advisors sold 1,425 CSX Corp shares in Q3 2025, an estimated $48.7K.
CSX Corp made up 0.05% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #128 holding.
Oak Hill Wealth Advisors first reported a position in CSX Corp in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's CSX Corp position peaked at $332K in Q4 2023.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.