Petredis Investment Advisors’s CSX Corp CSX Stock Holding History

Petredis Investment 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
2026 Q1	$2.71M	Sell	66,015 -637	-1%	-$25K	0.22%	76
2025 Q4	$2.42M	Sell	66,652 -808	-1%	-$28.9K	0.19%	79
2025 Q3	$2.4M	Sell	67,460 -978	-1%	-$33.4K	0.19%	79
2025 Q2	$2.23M	Buy	68,438 +920	+1%	+$27.7K	0.2%	81
2025 Q1	$1.99M	Buy	67,518 +1,273	+2%	+$40.4K	0.21%	80
2024 Q4	$2.14M	Sell	66,245 -1,446	-2%	-$49.6K	0.22%	75
2024 Q3	$2.34M	Buy	67,691 +226	+0.3%	+$7.67K	0.25%	75
2024 Q2	$2.26M	Sell	67,465 -214	-0.3%	-$7.27K	0.25%	73
2024 Q1	$2.51M	Buy	67,679 +1,777	+3%	+$64.8K	0.3%	69
2023 Q4	$2.28M	Sell	65,902 -2,108	-3%	-$67.1K	0.3%	69
2023 Q3	$2.09M	Buy	68,010 +44	+0.1%	+$1.39K	0.3%	74
2023 Q2	$2.32M	Buy	67,966 +68	+0.1%	+$2.15K	0.32%	67
2023 Q1	$2.03M	Buy	67,898 +880	+1%	+$27.1K	0.32%	71
2022 Q4	$2.08M	Buy	+67,018	New	+$2.02M	0.38%	63

Other funds holding CSX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.47T AUM 27.86% 1-Year Est. Return

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return