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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
2024
Q4 		– Sell
-6,575
Closed -$227K – 168
2024
Q3 		$227K Buy
+6,575
New +$223K 0.06% 108
2024
Q2 		– Sell
-9,575
Closed -$355K – 140
2024
Q1 		$355K Buy
+9,575
New +$349K 0.11% 78

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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.