Essex Financial Services, Inc.

Position in PSX — Phillips 66

CIK 1315785 ESSEX, CT

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,082,089

-$77,122 QoQ

Shares Held

6,401

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#855

of 2,096 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,725,386 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	6,401	$1,082,089
2	VLO	Valero Energy Corp/Tx	3,228	$840,700
3	MPC	Marathon Petroleum Corp	2,098	$536,395
4	DINO	HF Sinclair Corp	3,822	$266,202

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,082,089	6,401	+0.6%	Shares	Sole	2026-08-10
2026-03-31	$1,159,211	6,363	-3.1%	Shares	Sole	2026-04-24
2025-12-31	$847,018	6,564	+18.9%	Shares	Sole	2026-02-10
2025-09-30	$750,966	5,521	+1.0%	Shares	Sole	2025-11-07
2025-06-30	$651,855	5,464	+43.0%	Shares	Sole	2025-07-16
2025-03-31	$471,940	3,822	-34.7%	Shares	Sole	2025-04-25
2024-12-31	$666,718	5,852	+84.3%	Shares	Defined	2025-01-29
2024-09-30	$417,353	3,175	-46.9%	Shares	Defined	2024-10-24
2024-06-30	$844,055	5,979	+89.6%	Shares	Defined	2024-08-09
2024-03-31	$515,011	3,153	+5.3%	Shares	Sole	2024-04-24
2023-12-31	$398,754	2,995	+0.7%	Shares	Sole	2024-02-06
2023-09-30	$357,446	2,975	+6.6%	Shares	Sole	2023-11-15
2023-06-30	$266,300	2,792	-61.5%	Shares	Sole	2023-08-09
2023-03-31	$735,309	7,253	+19.5%	Shares	Sole	2023-05-11
2022-12-31	$631,765	6,070	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$487,710	6,042	-31.3%	Shares	Sole	2022-11-07
2022-06-30	$720,692	8,790	+78.4%	Shares	Sole	2022-08-01
2022-03-31	$425,729	4,928	+67.2%	Shares	Sole	2022-04-21
2021-06-30	$252,911	2,947	0.0%	Shares	Sole	2021-07-30
2021-03-31	$240,298	2,947	-58.0%	Shares	Sole	2021-05-11
2020-12-31	$490,978	7,020	+3.8%	Shares	Sole	2021-02-05
2020-09-30	$350,490	6,761	+4.9%	Shares	Sole	2020-11-10
2020-06-30	$463,539	6,447	+4.7%	Shares	Sole	2020-08-06
2020-03-31	$330,215	6,155	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.