Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$872,973
-$111,345 QoQ
Shares Held
5,164
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#935
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Essex Bank holds $1,499,331 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,164 | $872,973 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
2,405 | $626,358 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,973 | 5,164 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $984,318 | 5,403 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $705,589 | 5,468 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $730,834 | 5,373 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $643,026 | 5,390 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $685,189 | 5,549 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $632,652 | 5,553 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $727,180 | 5,532 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $782,504 | 5,543 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $906,046 | 5,547 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $738,527 | 5,547 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $613,965 | 5,110 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $486,914 | 5,105 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $580,907 | 5,730 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $594,921 | 5,716 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $461,718 | 5,720 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $471,441 | 5,750 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $495,791 | 5,739 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $417,658 | 5,764 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $434,605 | 6,206 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $492,777 | 5,742 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $458,010 | 5,617 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $414,883 | 5,932 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $337,011 | 6,501 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $539,393 | 7,502 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $362,887 | 6,764 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||