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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

CSX holding history

CSX Corp in every 13F filed by SkyOak Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q2 2026)
10,650
Value
$506.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CSX by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,650$506.2K0.1%00.0%UnchangedHolders
Q1 202610,650$437.2K0.1%00.0%UnchangedHolders
Q4 202510,650$386.1K0.1%00.0%UnchangedHolders
Q3 202510,650$378.2K0.1%+30.0%AddedHolders
Q2 202510,647$347.4K0.1%+847+8.6%AddedHolders
Q1 20259,800$288.4K0.1%−3,300−25.2%ReducedHolders
Q4 202413,100$422.7K0.1%00.0%UnchangedHolders
Q3 202413,100$452.3K0.1%−13,653−51.0%ReducedHolders
Q2 202426,753$894.9K0.2%−2,847−9.6%ReducedHolders
Q1 202429,600$1.10M0.3%00.0%UnchangedHolders
Q4 202329,600$1.03M0.3%−3,300−10.0%ReducedHolders
Q3 202332,900$1.01M0.3%+3,400+11.5%AddedHolders
Q2 202329,500$1.01M0.3%−900−3.0%ReducedHolders
Q1 202330,400$910.2K0.3%00.0%UnchangedHolders
Q4 202230,400$941.8K0.3%−4,325−12.5%ReducedHolders
Q3 202234,725$925.0K0.3%00.0%UnchangedHolders
Q2 202234,725$1.01M0.3%00.0%UnchangedHolders
Q1 202234,725$1.30M0.4%−1,500−4.1%ReducedHolders
Q4 202136,225$1.36M0.3%00.0%UnchangedHolders
Q3 202136,225$1.08M0.3%00.0%UnchangedHolders
Q2 202136,225$1.16M0.3%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 202112,075$1.23M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.