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Roehl & Yi Investment Advisors’s CSX Corp CSX Stock Holding History

Roehl & Yi 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
Q2 		$297K Sell
6,246
-526
-8% -$23.8K 0.1% 153
2026
Q1 		$278K Sell
6,772
-160
-2% -$6.27K 0.1% 141
2025
Q4 		$251K Buy
6,932
+188
+3% +$6.73K 0.1% 141
2025
Q3 		$239K Buy
6,744
+2
+0% +$68 0.1% 138
2025
Q2 		$220K Buy
+6,742
New +$203K 0.11% 138
2025
Q1 		– Sell
-6,571
Closed -$212K – 158
2024
Q4 		$212K Buy
+6,571
New +$225K 0.12% 142

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

Roehl & Yi Investment Advisors's CSX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its CSX Corp (CSX) stake by 7.8% in Q2 2026, selling an estimated $23.8K and leaving 6,246 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #153.

Roehl & Yi Investment Advisors first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,990 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Roehl & Yi Investment Advisors held 6,246 shares of CSX Corp worth $297K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 526 CSX Corp shares in Q2 2026, an estimated $23.8K.
  • CSX Corp made up 0.1% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Roehl & Yi Investment Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,990 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.