EVERGREEN CAPITAL MANAGEMENT LLC RXO — RXO INC

Ownership history in EVERGREEN CAPITAL MANAGEMENT LLC  ·  3 quarters on record

AI Ownership Summary

EVERGREEN CAPITAL MANAGEMENT LLC reported RXO INC (RXO) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows RXO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERGREEN CAPITAL MANAGEMENT LLC's position in RXO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RXO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RXO stock page EVERGREEN CAPITAL MANAGEMENT LLC fund profile EVERGREEN CAPITAL MANAGEMENT LLC full holdings
How EVERGREEN CAPITAL MANAGEMENT LLC held RXO — position size vs. price
% of Fund (quarterly)    RXO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 20,366 +96 +0.5% 0.01% $417K 2026-10-23 $28.75
2026 Q2 REDUCED — — — 20,270 -11 -0.1% 0.01% $559K 2026-07-23 $27.77
2026 Q1 INITIATED — — — 20,281 — — 0.01% $297K 2026-05-14 $17.51

🏢 Other funds also holding RXO

As of 2026 Q3 — sorted by position size

Douglas Lane & Associates, LLC 3Y 7Y 0.91% Reyes Financial Architecture, Inc. 0.07% MBL Wealth, LLC 3Y 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.02% Axxion S.A. 0.02% Quintet Private Bank (Europe) S.A. 3Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% GAMMA Investing LLC 0.01% Apollon Wealth Management, LLC 3Y 7Y 0.01%

FAQ About EVERGREEN CAPITAL MANAGEMENT LLC and RXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERGREEN CAPITAL MANAGEMENT LLC reported owning RXO?

EVERGREEN CAPITAL MANAGEMENT LLC reported RXO across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported RXO position in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for RXO was 0.01% in 2026 Q2.

What is the latest reported RXO position on this page?

The most recent filing on this page is 2026 Q3, when EVERGREEN CAPITAL MANAGEMENT LLC reported 20,366 shares, equal to 0.01% of portfolio, with an estimated market value of $417K.

What does the chart on this RXO ownership page compare?

The chart compares EVERGREEN CAPITAL MANAGEMENT LLC's quarterly RXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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