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Oxford Financial Group’s CSX Corp CSX Stock Holding History

Oxford Financial Group’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
2026
Q1 		$290K Sell
7,072
-699
-9% -$27.4K 0.02% 217
2025
Q4 		$282K Sell
7,771
-16
-0.2% -$573 0.02% 196
2025
Q3 		$277K Buy
7,787
+753
+11% +$25.7K 0.02% 192
2025
Q2 		$230K Sell
7,034
-66
-0.9% -$1.99K 0.01% 192
2025
Q1 		$209K Sell
7,100
-336
-5% -$10.7K 0.01% 206
2024
Q4 		$240K Sell
7,436
-44
-0.6% -$1.51K 0.02% 225
2024
Q3 		$258K Sell
7,480
-1,690
-18% -$57.4K 0.02% 214
2024
Q2 		$307K Buy
9,170
+1,909
+26% +$64.8K 0.02% 212
2024
Q1 		$269K Buy
7,261
+161
+2% +$5.88K 0.02% 195
2023
Q4 		$246K Buy
7,100
+66
+0.9% +$2.1K 0.02% 204
2023
Q3 		$216K Sell
7,034
-246
-3% -$7.79K 0.02% 206
2023
Q2 		$248K Buy
7,280
+163
+2% +$5.16K 0.02% 202
2023
Q1 		$213K Hold
7,117
– – 0.02% 182
2022
Q4 		$220K Buy
+7,117
New +$214K 0.03% 181
2022
Q1 		– Sell
-5,809
Closed -$218K – 270
2021
Q4 		$218K Buy
+5,809
New +$205K 0.02% 189

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oxford Financial Group's CSX Position: Q1 2026 in Review

Oxford Financial Group reduced its CSX Corp (CSX) stake by 9% in Q1 2026, selling an estimated $27.4K and leaving 7,072 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #217.

Oxford Financial Group first reported a position in CSX in Q4 2021 and has held it in 15 quarters since. The position peaked at $307K in Q2 2024. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Oxford Financial Group held 7,072 shares of CSX Corp worth $290K as of Q1 2026.
  • Oxford Financial Group sold 699 CSX Corp shares in Q1 2026, an estimated $27.4K.
  • CSX Corp made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #217 holding.
  • Oxford Financial Group first reported a position in CSX Corp in Q4 2021 and has held it in 15 quarters since.
  • Oxford Financial Group's CSX Corp position peaked at $307K in Q2 2024.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.