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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
Q2 		$336K Hold
7,072
– – 0.02% 189
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Oxford Financial Group's CSX Position: Q2 2026 in Review

Oxford Financial Group held its CSX Corp (CSX) position steady in Q2 2026 at 7,072 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #189.

Oxford Financial Group first reported a position in CSX in Q4 2021 and has held it in 16 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Oxford Financial Group held 7,072 shares of CSX Corp worth $336K as of Q2 2026.
  • Oxford Financial Group left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #189 holding.
  • Oxford Financial Group first reported a position in CSX Corp in Q4 2021 and has held it in 16 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.