Journey Advisory Group, LLC

SEC CIK: 0001840085
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

CSX holding history

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

CSX overview All 13F holders of CSX Full Q2 2026 holdings

Shares (Q2 2026): 117,565
Value: $5.59M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CSX by Journey Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	117,565	$5.59M	0.4%	−2,217−1.9%	Reduced	Holders
Q1 2026	119,782	$4.92M	0.4%	−22,464−15.8%	Reduced	Holders
Q4 2025	142,246	$5.16M	0.4%	−1,452−1.0%	Reduced	Holders
Q3 2025	143,698	$5.10M	0.4%	−200.0%	Reduced	Holders
Q2 2025	143,718	$4.69M	0.4%	+139+0.1%	Added	Holders
Q1 2025	143,579	$4.23M	0.3%	−3,794−2.6%	Reduced	Holders
Q4 2024	147,373	$4.93M	0.6%	00.0%	Unchanged	Holders
Q3 2024	147,373	$4.93M	0.6%	00.0%	Unchanged	Holders
Q2 2024	147,373	$4.93M	0.6%	−110−0.1%	Reduced	Holders
Q1 2024	147,483	$5.47M	0.7%	+56,854+62.7%	Added	Holders
Q4 2023	90,629	$3.14M	0.4%	−814−0.9%	Reduced	Holders
Q3 2023	91,443	$2.81M	0.4%	−684−0.7%	Reduced	Holders
Q2 2023	92,127	$3.14M	0.5%	−1,330−1.4%	Reduced	Holders
Q1 2023	93,457	$2.80M	0.4%	+15,324+19.6%	Added	Holders
Q4 2022	78,133	$2.42M	0.6%	+3,962+5.3%	Added	Holders
Q3 2022	74,171	$1.98M	0.5%	+6,926+10.3%	Added	Holders
Q2 2022	67,245	$2.19M	0.5%	+5,690+9.2%	Added	Holders
Q1 2022	61,555	$2.31M	0.6%	+206+0.3%	Added	Holders
Q4 2021	61,349	$2.31M	0.6%	+330+0.5%	Added	Holders
Q3 2021	61,019	$1.81M	0.6%	+80.0%	Added	Holders
Q2 2021	61,011	$1.96M	0.6%	00.0%	UnchangedConverted for a 3-for-1 split	Holders
Q1 2021	20,337	$1.96M	0.7%	–	–	Holders

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